Milenium Multi Family Office

Overview

Milenium provides personalized investment consulting, including consolidated portfolio reporting across financial institutions. Its analysis considers each client’s assets, income and expenses, savings, and investor profile.¹

The firm reports that its client-paid consulting model returns partner institution commissions to the client through a fee deduction. Client assets remain held in the client’s name at financial institutions selected by the family.¹

History

Milenium reports that it was founded in 2018 to provide personalized investment consulting.¹

Its 2026 CVM reference form states that Milenium Capital Consultoria e Gestão received CVM authorization for investment consulting on February 19, 2021, under Declaratory Act 18.458.²

Timeline

1. 2018Milenium reports that it was founded in 2018 to provide personalized investment consulting.
2. 2026Its 2026 CVM reference form states that Milenium Capital Consultoria e Gestão received CVM authorization for investment consulting on February 19, 2021, under Declaratory Act 18.458.

Leadership

Marcelo Luis Milech is Sócio Fundador and the director responsible for investment consulting and suitability.¹²

Fabio Frajblat Gorodicht is Sócio Fundador and has more than 30 years of experience in corporate and investment banking.¹

Guilherme Scholl Bocaiuva is Sócio and the director responsible for compliance and anti-money-laundering controls.¹²

The firm’s team includes professionals with more than 30 years of combined financial-market experience alongside younger staff focused on innovation.¹ The filing states that the consulting structure had 2 professionals, with 100% certified or registered as CVM investment consultants.²

Services

Milenium offers personal and family wealth planning, allocation strategy, and advice on investment funds, fixed-income instruments, and variable-income instruments.²

Its stated process combines wealth analysis, cash-flow review, and investor profiling to develop long-term investment strategies. The firm says it uses proprietary models for ongoing portfolio reviews and product selection aligned with each client’s profile.¹

What the firm offers

• Financial planning

Client Focus

Milenium serves clients in Brazil and abroad. Its regulatory filing reports 254 individual clients as of December 31, 2025, including 22 professional investors, 130 qualified investors, and 102 non-qualified investors.²

Approach

Milenium’s consulting model is designed to align recommendations with each family’s financial position, cash flow, savings capacity, and investor profile. The firm reports that its fee arrangement is client-paid and that partner institution commissions are returned through a fee deduction.¹

FAQs

Related resources

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  This overview explains common multifamily office services, including financial planning and related support for complex household or business needs. Readers can use it to outline the questions they want to ask Milenium Multi Family Office about planning priorities, coordination, and work with clients in Brazil or abroad.

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  This page describes how multifamily offices may allocate capital across investments, helping readers understand the decisions that can accompany financial planning. It offers useful background for discussing objectives, risk, liquidity, and international exposure with a consultancy serving clients in Brazil and other countries.

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  Profiles of Aqua Wealth Management S.A., BWM Family Office, and Capri Family Office give readers additional firms to review on this site. Comparing their locations, stated services, and client focus with Milenium Multi Family Office can help a family or business owner frame questions before seeking financial planning advice.

Sources

1. Milenium Multi Family Office
2. Milenium 2026 CVM reference form

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.