Our Clients

Every person, every family, every story is different, yet all share the same need: to protect what has been built and ensure its continuity.

At Beyond Wealth, we help those who seek to give meaning and purpose to their legacy, ensuring that what truly matters endures.

We accompany three main client profiles, each with distinct needs:

Giving Meaning to their wealth

For professionals or entrepreneurs who have multiple custodian entities, products, and dispersed structures, and who need order and control over their overall wealth.

We start from an independent diagnosis to achieve an appropriate wealth structuring. We prepare consolidated reporting that helps to understand the real situation of assets, liabilities, risks, and costs.

From there, we develop a comprehensive strategic plan for the adjustment and alignment of wealth structures, including open-architecture entities and managers, liquidity strategies, and a phased implementation schedule.

The result: a coherent and transparent structure that brings meaning and balance to every decision.

Establishing a Family Office

We accompany entrepreneurial and family wealth groups that wish to professionalize their management and consolidate their legacy.

We help create solid governance structures that include investment committees, family protocols, and succession planning aligned with a defined—or yet to be defined—purpose, all in addition to the proposal for financial consolidation, order, and structure.

From there, we develop a comprehensive approach that includes:

Efficiency, adjustment, and alignment of the wealth architecture.
Purpose-driven philanthropy, transforming intention into strategy
Financial and governance education, with programs tailored to each generation
Connections among our families so they can share experiences, opportunities, and learnings, both in business and family contexts

Our objective: to preserve family harmony and ensure sustainable and rational wealth planning.

Taking Their Family Office Further

We collaborate with teams that are either well-established or in the process of being created, providing independence, analytical capability, and global infrastructure.

We review multi-custody portfolios, assist in the analysis of managers and assets, and enhance reporting by optimizing costs and processes, bringing in all our infrastructure and technology.

We add an objective and technical layer that eliminates bias and strengthens decision-making.

We also accompany families who wish to create their own Family Office, helping them choose the model that best fits their complexity while reflecting their vision and wealth purpose.

In every case, we seek a wealth architecture that is more efficient, transparent, and sustainable, capable of evolving while preserving what is essential.