BWM Family Office

Overview

BWM Family Office focuses on helping clients care for life, family and wealth. Its multi-family-office model emphasizes proximity, trust and responsibility, with wealth management shaped around each client’s personal story and legacy.²

History

BWM was founded in 2021 by Thiago Lauria and Rodrigo Furtado. At launch, the firm reported serving 60 clients and advising on hundreds of millions of reais.³

Leadership

Thiago Teixeira Lauria is a co-founder and investment director. His listed credentials include CFP® and CGA. Rodrigo Furtado is a co-founder and CFP® professional.⁴

The firm’s listed employees also include Rodrigo De Bem, D Max and Ali Jamaoui.⁵

Services

BWM’s stated approach combines financial planning with tax, longevity, succession and investment planning. This integrated scope is designed to connect day-to-day financial decisions with family continuity and long-term legacy considerations.⁶

What the firm offers

• Financial planning
• Tax planning

Client Focus

The firm serves families seeking coordinated guidance across personal wealth, family needs and future generations. Its philosophy gives attention to the individual and family context behind the assets being managed.⁷

Approach

BWM says it is paid directly by clients through a fixed fee and does not sell products. The firm states that any commissions it receives are passed to clients through cashback.⁸

Regulatory Status

The Comissão de Valores Mobiliários authorized BWM Family Office, Planejamento, Treinamento e Consultoria de Investimentos Ltda. to provide securities-consulting services under Resolution CVM 19 in an act dated November 4, 2021.⁹

FAQs

Related resources

• LocationMultifamily offices in Brazil

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• GuideMultifamily office services

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• Network siteFamilyOffices.com

  FamilyOffices.com offers resources and a community focused on single family offices and wealthy families. Its perspectives can help a Brazilian family consider how financial planning and tax planning fit alongside longevity, succession, investment oversight, and the practical question of whether shared or dedicated advice is appropriate.

• GuideQuestions to ask a multifamily office

  These questions give prospective clients a structure for conversations with a multifamily office before sharing detailed family or business information. They can help a Salvador based family ask about tax planning, financial planning, decision processes, communication, fees, and coordination across succession and investment matters.

• Similar firmsAqua Wealth Management S.A.
  Capri Family Office
  Maxiplan

  Profiles of Aqua Wealth Management S.A., Capri Family Office, and Maxiplan offer comparison points among firms listed on this site. Reviewing their stated services and locations can help a family or business owner clarify which capabilities, regional experience, and client focus matter when assessing financial and tax planning support.

Sources

4. https://exame.com/colunistas/panorama-economico/wealth-manager-como-selecionar-quem-ira-cuidar-do-patrimonio-da-sua-familia/; https://letsgobahia.com.br/index.php/noticia/autos-e-motos/primeiro-multi-family-office-chega-ao-estado-da-bahia

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.