Bevas Wealth Management®

Overview

Bevas Family Office is the public-facing name associated with Bevas Partners Consultoria e Serviços Empresariais Ltda., based in Fortaleza, Ceará. The company provides securities consulting, specialized administrative support services, and professional and management development training.¹²

History

Bevas Partners was constituted on August 24, 2020, and its incorporation was filed with the Ceará Board of Trade on August 28, 2020.²

Leadership

Pedro Victor Vasconcelos Melo serves as Director Técnico and is responsible for securities consulting and suitability oversight. Paulo Eduardo Vasconcelos Bessa is Director de Compliance, responsible for internal controls, compliance monitoring, and anti-money-laundering procedures.²

Services

Bevas describes its consulting as professional, independent, and individualized guidance, recommendations, and advice concerning securities-market investments. Clients retain responsibility for implementing the recommendations.²

The firm reports a five-person team comprising partners Pedro Vasconcelos and Paulo Bessa, along with Cláudio Studart, João Sousa, and Kalil Karbage. Team responsibilities cover investment analysis, back-office operations, consulting, and compliance, supported by recurring internal training and operating procedures.²

What the firm offers

• Administration and bill pay

Client Focus

Bevas assesses whether products, services, and transactions are suitable for each client’s profile. Its consulting department performs these suitability checks as part of the client service process.³

Approach

The firm says its investment committee meets monthly to review the macroeconomic environment and evaluate products for recommendation to clients. Strategies are reviewed against each client’s profile when appropriate.²

Bevas publishes a compliance framework covering its compliance manual, suitability policy, code of ethics and conduct, anti-money-laundering policy, and securities-trading policy.¹

The company reports using Smart Advisor, Ability CRM, and Quantum Axis to support investment consulting, client-relationship management, and investment analysis.²

FAQs

Related resources

• LocationMultifamily offices in Brazil

  This overview places Bevas Family Office within Brazil's multifamily office market, with attention to regional considerations. A family or business owner in Fortaleza can use it to compare how firms present administration, bill pay, securities consulting, and compliance oversight for clients with complex financial responsibilities.

• GuideMultifamily office services

  This page explains services that may matter when evaluating administration and bill pay support. Readers can use the categories to prepare questions about payment workflows, records, coordination, reporting, and how professional, independent, individualized securities consulting fits alongside daily family office work.

• GuideMFO vs SFO vs virtual family office

  This comparison helps a prospective client assess whether a multifamily office, single family office, or virtual model fits their situation. A wealthy family or business owner can weigh privacy, staffing, geography, decision-making, and the practical need for administration and bill pay in Fortaleza.

• GuideHow multifamily offices invest

  This resource outlines common approaches multifamily offices use when investing, helping readers understand the difference between investment guidance and administrative support. It can help a family or business owner ask how securities consulting, compliance review, liquidity needs, and reporting would relate to their broader financial arrangements.

• Similar firmsAqua Wealth Management S.A.
  Blue Star e Asset Management Ltda.
  BWAG, Brazil Wealth Advisory Group

  These profiles offer similar points of comparison when reviewing firms serving Brazilian families and business owners. Looking at Aqua Wealth Management S.A., Blue Star e Asset Management Ltda., BWAG, and Brazil Wealth Advisory Group can help readers compare service descriptions, locations, client focus, and the balance between administration, bill pay, and investment support.

Sources

1. Bevas Family Office legal information
2. Bevas Form REF CVM 2024
3. Bevas Compliance Manual

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.