Brainvest Wealth Management SA

Overview

Brainvest describes itself as an independent multifamily office with operations in Switzerland, Brazil and the United States.² Its website lists Geneva and Zurich in Switzerland, São Paulo, Salvador and Campinas in Brazil, and Miami in the United States.² Its work combines portfolio advice with financial planning, wealth transfer, family governance and education.²⁵

The firm's Group Companies page identifies Brainvest Wealth Management SA as its Swiss group company and Brainvest Wealth Management LLC as its United States group company.⁹ The international services, offices and leadership described below refer to the Brainvest group.²⁴ Its website identifies Brainvest Wealth Management LLC as the provider of wealth advisory services through its US office.² The US entity has its own SEC registration.¹

History

Brainvest traces its beginnings to Geneva in 2003.³⁷ Its team page names Dany Roizman as founder.⁴ The US advisory company was formed in Florida in July 2017 and obtained SEC registration on April 11, 2019.⁸¹

In October 2026, Brainvest announced an expansion of its Geneva office.⁷ The announcement described the move as part of its growth plans for Switzerland and clients with international wealth interests.⁷

Timeline

1. 2003Brainvest traces its beginnings to Geneva in 2003.
2. 2017The US advisory company was formed in Florida in July 2017 and obtained SEC registration on April 11, 2019.
3. 2026In October 2026, Brainvest announced an expansion of its Geneva office.

Leadership

Fernando Gelman is a partner and Global Chief Executive Officer.⁴ Adil Lazraq is Switzerland Chief Executive Officer, while Jan Gunnar Karsten is a partner and Brazil Chief Executive Officer.⁴

Dennis Kac is a partner and Chief Investment Officer.⁴ José Dumont Neto heads Family Office Solutions.⁴ The published leadership structure includes separate responsibilities for country operations, investments and family office services.⁴

Services

Brainvest lists investment advisory and private wealth management alongside financial, liquidity and business exit planning.² Its service menu also covers preparation before transactions, private investment opportunities and asset consolidation.²

The Family Office Solutions team provides financial planning, succession planning and wealth planning.⁵ The firm describes this work as addressing the tax and inheritance aspects of preserving and transferring assets.⁵ It also coordinates access to specialists across disciplines.⁵

Family governance and financial education form part of the offering.⁵ Brainvest describes education across generations, with attention to the roles heirs may later take in family financial affairs.⁵ Its governance work addresses family culture and the interests of future generations.⁵ The Life Package service organizes records about a family's finances and assets in one place for use in management decisions.⁵ Brainvest also describes fiduciary services through an affiliated business.⁶

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Estate planning
• Trust and fiduciary
• Family governance and education
• Business owner services
• Cross-border planning

Client focus

The firm describes serving entrepreneurs and families whose financial affairs include complex structures and international interests.⁶ It specifically discusses families with several generations living in different countries.⁶ Its family office services address questions about liquidity, wealth succession and preparation for future stewardship.⁵

This client focus brings investment decisions together with the organization and transfer of family wealth, as reflected in its investment and family office service descriptions.²⁵

Investment philosophy and approach

Brainvest says it combines liquid investments, including equities, fixed income and funds, with private equity, venture capital and real estate within an overall wealth strategy.⁶ It describes liquidity, diversification and value creation over time as considerations in that approach.⁶

Brainvest Wealth Management LLC’s advisory brochure says portfolio construction begins with each client’s objectives, investment horizon and tolerance for risk.⁸ An investment policy statement records the client’s circumstances and guides portfolio selection.⁸ For discretionary accounts, the US adviser can select securities and execute trades without seeking approval for each transaction.⁸ For accounts without discretionary authority, the client’s permission is required for security selection and execution.⁸

By the numbers

FAQs

Related resources

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• Network siteEstatePlanner.com

  EstatePlanner.com offers plain-language guides on wills, trusts, and related estate topics. A family reviewing Brainvest's estate planning, trust and fiduciary, or tax planning services can use these materials to identify questions about ownership, succession, beneficiaries, and documents before speaking with an adviser.

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Sources

1. SEC IAPD, Brainvest Wealth Management LLC Registration record accessed October 23, 2026.
2. Brainvest website Accessed October 23, 2026.
3. Brainvest, About Accessed October 23, 2026.
4. Brainvest, Meet the Team Accessed October 23, 2026.
5. Brainvest, Family Office Solutions Accessed October 23, 2026.
6. Brainvest, Our DNA Accessed October 23, 2026.
7. Citywire, Brainvest expands Geneva office and strengthens its position in Switzerland Published October 7, 2026. Accessed October 23, 2026.
8. Brainvest Wealth Management LLC, Form ADV Part 2A Dated March 31, 2025. Accessed October 23, 2026.
9. Brainvest, Group Companies Accessed October 23, 2026.

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.