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Blue Star E Asset Management Ltda
Multifamily office listing in Sao Paulo, Brazil.
- Headquarters
- Sao Paulo, SP, Brazil
Independent multi-family office in São Paulo focused on client wealth management.14
Overview
Blue Star e Asset Management Ltda. describes itself as an independent multi-family office specializing in client wealth management.4 The firm says it began as a single-family office managing part of one family’s assets and later opened its operations to additional clients as a multi-family office.5 Its published address is in São Paulo, Brazil.
ANBIMA lists the firm’s market activity as “Gestão” under its Code for Administration and Management of Third-Party Resources, with definitive adherence.2 A Brazilian securities regulator act dated 20 April 2011 authorized Blue Star to provide portfolio-administrator services under CVM Instruction 306/1999.3
History
Blue Star’s liquidity manual describes an operating model that began as a single-family office managing part of one family’s assets before expanding to additional clients.5
Services
Blue Star identifies capital preservation and wealth management as core priorities.6 Its listed wealth-management services use portfolio studies, client profiling and ongoing review of market opportunities.15
The firm describes risk-management work covering financial, family and business risks.16 The listed work includes succession planning, asset-protection structures, exclusive funds, holding companies and international insurance.16
Blue Star also analyzes fixed-income and investment-fund products while seeking what it describes as improved risk-return relationships.17 Its liquidity manual describes services delivered through managed portfolios and exclusive funds, with liquidity limits defined according to client profiles.18 The manual states that the firm manages fund-of-funds vehicles known as FICs, which purchase investment-fund units.19
What the firm offers
- Investment management
- Estate planning
- Administration and bill pay
- Risk and insurance
- Cross-border planning
Client focus
The firm says it originally managed assets for one family and later opened its operations to additional clients as a multi-family office.5 Its service model is described as personal and customized, with team alignment intended to support long-term relationships.10
Blue Star states that client assets are not held in its custody.8 Custody remains with the financial institution selected by the client.8
Investment philosophy and approach
Blue Star says its financial advice is impartial and transparent and seeks investment options available in the market.7 The firm describes transparency, ethics and clarity of information as foundations for long-term client relationships.9
Its investment process begins by defining the client profile, including personal history, financial position, liquidity needs and investment expectations.11 The stated process then reviews the current portfolio and the risk level of its assets.12 Blue Star proposes portfolios and strategies intended to address each client’s needs, followed by support for execution through product intermediaries.13 The firm says it monitors economic conditions, products and portfolio strategies to identify market opportunities.14
FAQs
What type of firm is Blue Star?
Blue Star describes itself as an independent multi-family office specializing in client wealth management.4
How does Blue Star begin its investment process?
The firm begins by defining the client profile, including personal history, financial position, liquidity needs and investment expectations.11
Who holds client assets?
Blue Star states that client assets are held by the financial institution selected by the client rather than in the firm’s custody.8
Related resources
- LocationMultifamily offices in Sao Paulo
This São Paulo directory helps readers compare local multi-family office options by service focus and client fit. It can frame questions about investment management, estate planning, administration, bill pay, insurance, and cross-border needs when assessing a firm for family or business wealth.
- Network siteOffshoreTrusts.com
These guides explain how offshore and international trusts may relate to cross-border asset planning. A São Paulo family or business owner can use them to prepare questions about ownership structures, succession, jurisdiction, reporting, and coordination with investment and estate planning advisers.
- Network siteFamilyOffices.com
FamilyOffices.com offers educational resources and a community perspective on how wealthy families organize governance, investments, succession, and administration. Readers considering a multi-family office can use those materials to clarify which responsibilities they want help with and which decisions should remain within the family.
- GuideMultifamily office fees
This fee guide helps readers understand common ways multi-family offices may charge for investment management, planning, administration, and related work. Reviewing fee structures before meetings can help a São Paulo family or business owner request clear explanations of recurring charges, service scope, and costs for cross-border matters.
- Similar firmsAqua Wealth Management S.A.
Ghia Multi Family Office
BRS PARProfiles of Aqua Wealth Management S.A., Ghia Multi Family Office, and BRS PAR give readers additional points of comparison within this site's coverage. Looking at their stated services, locations, and client focus can help a family or business owner develop a consistent list of questions for firms serving similar needs.
Sources
- ANBIMA institution profile , accessed 2026-10-23.
- ANBIMA institution profile , accessed 2026-10-23.
- Diário Oficial da União and CVM act , accessed 2026-10-23.
- Blue Star Invest , accessed 2026-10-23.
- Liquidity Management Manual , accessed 2026-10-23.
- Blue Star Invest , accessed 2026-10-23.
- Blue Star Invest , accessed 2026-10-23.
- Blue Star Invest , accessed 2026-10-23.
- Blue Star Invest , accessed 2026-10-23.
- Blue Star Invest , accessed 2026-10-23.
- Blue Star Invest , accessed 2026-10-23.
- Blue Star Invest , accessed 2026-10-23.
- Blue Star Invest , accessed 2026-10-23.
- Blue Star Invest , accessed 2026-10-23.
- Blue Star Invest , accessed 2026-10-23.
- Blue Star Invest , accessed 2026-10-23.
- Blue Star Invest , accessed 2026-10-23.
- Liquidity Management Manual , accessed 2026-10-23.
- Liquidity Management Manual , accessed 2026-10-23.
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.
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