KPC Consultoria Financeira Ltda

Overview

KPC Consultoria Financeira advises individuals, families, heirs, entrepreneurs, executives, and independent professionals seeking to protect and optimize substantial wealth over the medium and long term.¹

History

KPC reports that it was founded in 2005.¹

Leadership

Ricardo Duarte Caldeira is the founding partner and director, and KPC identifies him as a CVM consultant. His background includes economics, postgraduate studies in project analysis, and 35 years of domestic and international financial-market experience.²

Luis Felipe Gebara Benedetti is a partner with a business administration degree, postgraduate finance training, and 29 years of financial-market experience.³

Marcelo Pires is a CFP® partner with economics training, an INSPER finance MBA, and 28 years of financial-market experience.⁴

Ricardo Galvão Alvares de Abreu is a partner with economics training, postgraduate international-business studies at UCLA, and 32 years of financial-market experience.⁵

Services

KPC profiles investors according to their life goals, personal circumstances, and risk tolerance. It builds customized portfolios through asset allocation and product selection, consolidates investments by asset class, and monitors total portfolio returns.¹

The firm also makes tactical adjustments by rebalancing strategic allocations in response to economic conditions. Its partners provide exclusive client service and assist with negotiations and documentation involving financial institutions.¹

What the firm offers

• Estate planning

Client Focus

KPC serves individuals and families, including heirs, as well as entrepreneurs, executives, and independent professionals. The firm focuses on clients seeking to protect and optimize substantial wealth over the medium and long term.¹

Approach

KPC describes its approach as independent, customized, transparent, and confidential. Its work emphasizes financial organization, portfolio oversight, and succession planning.¹

FAQs

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Sources

1. KPC Consultoria Financeira
2. Ricardo Duarte Caldeira
3. Luis Felipe Gebara Benedetti
4. Marcelo Pires
5. Ricardo Galvão Alvares de Abreu

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.