GOW Capital Gestão de Recursos e Consultoria

Overview

GOW Capital provides wealth-management and asset-management services, combining investment management with financial, succession, corporate, tax, accounting, real-estate and business-structuring support.³

History

GOW Capital was established in March 2018 to manage portfolios and provide securities advice and consulting.² A CVM act authorized the firm to provide portfolio-administration services under the regulatory framework in effect in January 2021.¹²

Timeline

1. 2018GOW Capital was established in March 2018 to manage portfolios and provide securities advice and consulting.
2. 2021A CVM act authorized the firm to provide portfolio-administration services under the regulatory framework in effect in January 2021.

Leadership

Lucas Calazans de Araujo is Director of Management, responsible for portfolio administration covering investment funds and discretionary portfolios. Cristiane Ornellas Garcia is Director of Compliance and Anti-Money-Laundering, and Oswaldo de Cerqueira Dias Neto is Director of Risk.⁸⁹

The firm reports nine partners, five employees and two outsourced professionals.¹⁰

Services

GOW’s wealth-management service combines financial consulting with investment management. The firm says it seeks to understand each client’s objectives, needs and overall wealth when developing its work.⁴

Its investment process includes client profiling, strategy definition, asset selection, risk-return analysis and continuous monitoring.⁵

GOW analyzes local and global trends through macroeconomic and political fundamentals, then establishes investment themes through an investment committee.⁶ Its approach uses structural positions for long-term movements and tactical positions for short- and medium-term adjustments based on liquidity and market flows.⁷

What the firm offers

• Investment management
• Tax planning

Client focus

GOW works with clients seeking coordinated wealth-management and investment-management support, including advice that considers their broader financial, succession, corporate, tax, accounting, real-estate and business-structuring needs.³⁴

Approach

The firm describes itself as independent and focused on wealth-management strategies.¹ Its investment approach connects client profiling and objectives with portfolio construction, risk-return analysis, market monitoring and investment themes developed through its investment committee.⁵⁶

Regulatory and industry presence

ANBIMA lists GOW Capital as an associate since August 23, 2024, with activities including management and managed portfolios.¹¹

FAQs

Related resources

• LocationMultifamily offices in Sao Paulo

  The Sao Paulo multifamily offices page gives a regional reference point for a reader assessing firms connected to Brazil. It can help a family or business owner compare local market focus, investment management offerings, and the relevance of tax planning when considering a firm with activity in Brazil and Portugal.

• GuideMultifamily office services

  The multifamily office services page explains how investment management and tax planning may fit within a broader advisory relationship. A prospective client can use it to identify which services matter for family wealth, business assets, cross-border concerns, and coordination between Brazil and Portugal.

• GuideHow to choose a multifamily office

  The guide on how to choose a multifamily office offers questions for evaluating fit, structure, fees, communication, and client focus. Those questions can help a wealthy family or business owner assess whether a firm serving Brazil and Portugal matches their needs for investment management and tax planning.

• GuideThe annual MFO review

  The annual MFO review provides a recurring source for examining developments across the multifamily office sector. Readers can use it as part of their research process, then consider how firms serving clients in Brazil or Portugal address investment management, tax planning, reporting, and changing family or business needs.

• Similar firmsAqua Wealth Management S.A.
  BRS PAR
  Capri Family Office

  Profiles for Aqua Wealth Management S.A., BRS PAR, and Capri Family Office give readers additional firms to review on the site. Comparing their stated services, locations, client focus, and operating models with GOW Capital's Brazil and Portugal context can help clarify which questions to ask during initial conversations.

Sources

1. GOW Capital
2. GOW Capital company document
3. GOW Capital services
4. GOW Capital services
5. GOW Capital services
6. GOW Capital services
7. GOW Capital services
8. GOW Capital Formulário de Referência
9. GOW Capital Formulário de Referência
10. GOW Capital Formulário de Referência
11. ANBIMA institution profile
12. CVM authorization act

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.