Maxiplan Ltda

Overview

Maxiplan provides investment management, family governance, and back-office support for families seeking coordinated oversight of their wealth, structures, and administrative needs.¹

History

The firm reports more than 30 years of market experience.¹

Services

Maxiplan’s investment management work includes global allocation, risk control, liquidity management, and strategic financial planning.¹

Its family governance services address succession, tax-risk protection, compliance, and continuity of the family legacy.¹

Back-office support covers financial, accounting, labor, and administrative routines.¹

The firm says its multidisciplinary team includes legal, accounting, financial, and administrative specialists.¹

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Family governance and education
• Administration and bill pay

Client Focus

Maxiplan serves families through tailored strategies based on their objectives, structures, and family dynamics.¹ The firm states that its investment solutions have no commercial ties and focus on the family’s interests.¹

Approach

Maxiplan’s methodology begins with a family diagnosis, followed by strategic planning, coordinated implementation, and ongoing monitoring supported by recurring reports.¹ The firm also reports internal physical, technological, and control infrastructure for managing the family wealth ecosystem.¹

Its stated approach emphasizes integrity, confidentiality, long-term thinking, transparency, and alignment with client interests.¹

ANBIMA lists Maxiplan Ltda. as following codes covering third-party resource management, ethics, and regulatory best practices, with definitive adherence status.² A CVM fund regulation identifies Maxiplan Ltda. as the portfolio manager under CVM Declaratory Act 4924, dated 7 July 1998.³

FAQs

Related resources

• LocationMultifamily offices in Brazil

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• GuideMultifamily office services

  This overview explains the main services a multifamily office may provide. Readers can use it to connect Maxiplan's offerings, including investment management, financial and tax planning, family education, governance, administration, and bill pay, with the practical needs of a wealthy family or business owner.

• GuideMFO vs SFO vs virtual family office

  This comparison outlines how multifamily offices differ from single family offices and virtual family offices. It helps readers assess which structure may fit a Brazilian family seeking shared expertise, independent wealth management, family governance support, and day to day administrative services.

• GuideData privacy and security with an MFO

  This resource describes privacy and security questions families can raise when sharing financial, tax, household, and governance information with an MFO. Readers considering Maxiplan can use it to ask about data handling, access controls, confidentiality, and protections for complex family fortunes.

• Similar firmsAqua Wealth Management S.A.
  Turim
  Verus

  Profiles of Aqua Wealth Management S.A., Turim, and Verus give readers additional firms to examine on this site. Comparing their stated services, client focus, locations, and operating models with Maxiplan's Brazilian, independent, family office approach can help shape informed questions before an initial conversation.

Sources

1. Maxiplan
2. ANBIMA institutional profile: Maxiplan Ltda.
3. CVM fund regulation identifying Maxiplan Ltda.

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.