Consist Multi Family Office

Overview

Consist Multi Family Office provides independent and personalized wealth consulting, combining investment guidance with financial planning and close, transparent client relationships.

Leadership

Renato Riga Ferreira is a CFP® professional and investment partner. He studied business administration at EAESP-FGV and has advised investors since 2015.

Alexandre Latuf Filho leads the firm’s financial planning offering. He studied business administration at EAESP-FGV, completed postgraduate studies at FIA-USP, and has experience in asset protection and succession planning.

The firm’s CVM reference form identifies Ferreira as Director of Securities Consulting and Suitability, while Latuf Filho serves as Director of Compliance, Internal Controls, and Anti Money Laundering.

Services

Consist’s investment service includes strategic portfolio allocation with a long term perspective. Its financial planning work covers wealth structuring, succession planning, and asset protection.

The firm’s suitability policy covers investment funds, investment clubs, managed portfolios, equities, public and private securities, overseas investments, and private pension plans. Recommendations are matched to each client’s profile and the characteristics of the relevant products or services.

What the firm offers

• Financial planning
• Estate planning

Client Focus

Consist serves families and investors. Its CVM filing reports 77 clients, including 68 individuals, 8 nonfinancial companies, and 1 investment club.

Approach

The firm emphasizes close, transparent, consultative relationships and provides personalized wealth consulting. Its suitability process matches recommendations to each client’s profile and the characteristics of the relevant products or services.

FAQs

Related resources

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  Fee information helps prospective clients prepare questions about how multifamily office services may be priced. For someone considering Consist Multi Family Office in São Paulo, it offers a basis for discussing costs related to financial planning and estate planning.

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  Reviewing profiles for Aqua Wealth Management S.A., Capri Family Office, and Taboaço, Nieckele e Associados Gestão Patrimonial can give families additional points of comparison. These listings may help a São Paulo reader organize questions about service scope, client focus, and planning needs.

Sources

1. Consist Multi Family Office
2. Consist partners
3. CVM reference form
4. Consist suitability policy

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.