MMZR Family Office

Overview

MZR Family Office describes itself as an independent multi-family office supporting families with personalized wealth-management, planning, accounting, concierge, and real-estate services. The firm says its coordinated team includes portfolio managers, market analysts, financial consultants, accountants, and lawyers.¹

History

MZR says it was founded in 2018 by three former partners of Grupo XP Inc. to serve private-segment families. The firm reports more than 7 years in the market, more than 10 partners, and more than 35 employees. MMZR Family Office’s former website directs visitors to MZR’s current website under the same legal entity, MZR Gestora de Recursos Ltda.¹²

Services

Wealth-management services include local and offshore management, investment-process design, access to exclusive segments, institutional-investor opportunities, aligned remuneration, and rebate reversal.¹

Wealth-planning services cover succession, estate and tax planning, local and offshore structures, family holdings, Private Investment Companies, and analysis of liquid and illiquid wealth.¹

Concierge and accounting support includes structuring and managing family income and expenses, preparing DIRPF and DCBE filings, and issuing DARFs.¹

Real-estate services include property upkeep, rental and purchase or sale management, portfolio reporting with IRR and Cap Rate metrics, market monitoring, and real-estate credit.¹

What the firm offers

• Tax planning
• Administration and bill pay
• Private and alternative investments
• Cross-border planning

Client Focus

MZR says it serves private-segment families and develops customized solutions and portfolios aligned with each family’s profile and objectives.¹

Approach

MZR states that it is a securities-portfolio manager in the gestor category, managing wealth on a discretionary basis mainly through allocation vehicles investing with specialized managers.¹

The firm says it uses a proprietary quantitative and qualitative tool to select and evaluate managers and investment vehicles, producing scores for ongoing monitoring of managers and investment performance.¹

MZR presents proprietary strategies in multimarket, international equities, local equities, and alternative investments, including Allocation Retorno Absoluto, Allocation Global Equities, Allocation Ciclo Olímpico, and Allocation PE/VC.¹

The firm identifies transparency, integrity, impartiality, and responsibility as core values. It also highlights an interdisciplinary strategic and technical team, customized demands, and a personalized portfolio-monitoring application.¹

Regulatory and Organizational Information

MZR Gestora de Recursos Ltda. identifies itself on the current website with CNPJ 39.667.665/0001-99 and displays CVM, Anbima Gestão de Recursos, and Anbima Gestão de Patrimônio references.¹

FAQs

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Sources

1. MZR Family Office
2. MMZR Family Office

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.