MSSantini Multi Family Office

Overview

MSSantini operates globally, with offices in Brazil and abroad. The firm develops integrated solutions for wealth protection, organization, and long-term development, combining advisory and equity-management capabilities.¹

History

MSSantini states that it has developed wealth-protection and organization solutions for families and companies since 2000. The firm has been a member of PrimeGlobal since 2008; PrimeGlobal comprises approximately 300 independent accounting firms in more than 90 countries.¹

Timeline

1. 2000MSSantini states that it has developed wealth-protection and organization solutions for families and companies since 2000.
2. 2008The firm has been a member of PrimeGlobal since 2008; PrimeGlobal comprises approximately 300 independent accounting firms in more than 90 countries.

Leadership

Marcelo Sottomaior Santini is founder and counselor. He chairs the council, serves as a PrimeGlobal member, and belongs to the Instituto Brasileiro de Governança Corporativa.¹

Renata Xavier is partner and CEO, with experience in disruptive accounting, strategic business management, PrimeGlobal, and the Instituto Brasileiro de Governança Corporativa.¹

Amilcar Altemani is a partner and attorney focused on family and corporate law, corporate transactions, corporate and wealth structuring, and succession.¹

Maria Isabel Audi is a partner and attorney with experience in corporate and contract law, acquisitions, joint ventures, and corporate restructurings involving Brazilian and foreign clients.¹

Services

MSSantini provides wealth consulting, family holding-company support, succession planning, wealth structuring, financial and digital audits, due diligence, corporate structuring, mergers, incorporations, and spin-offs.²

Its business-process outsourcing services cover tax and accounting, personnel administration, financial management, and startup solutions.²

What the firm offers

• Tax planning
• Estate planning
• Administration and bill pay
• Cross-border planning

Client Focus

The firm works with companies, families, and individuals seeking individualized fiscal, accounting, legal, tax, succession, and wealth-planning support.¹

Approach

MSSantini describes an approach built on multidisciplinary expertise, personalized analysis, technical procedures, and ongoing support to protect, organize, and extend clients’ wealth.¹

The firm also says its international perspective supports onshore and offshore solutions under Brazilian and international legal frameworks.¹

FAQs

Related resources

• LocationMultifamily offices in Sao Paulo

  This page lists multifamily offices in Sao Paulo, giving a reader a regional starting point for comparing firms that serve Brazilian families and business owners. It can help frame questions for MSSantini about tax planning, estate structures, bill payment administration, and coordination of cross-border needs.

• Network siteOffshoreTrusts.com

  OffshoreTrusts.com offers guides on international trusts and cross-border asset planning. A Brazilian family or company owner can use them to learn the basic purposes, responsibilities, and questions associated with offshore structures before discussing tax, succession, or international planning with an advisory firm.

• GuideHow to choose a multifamily office

  This guide explains practical factors for choosing a multifamily office, including service scope, client fit, communication, and governance. Readers considering MSSantini can use the checklist to identify which questions matter for their family, company, or personal finances, especially across tax, legal, estate, and succession work.

• GuideMultifamily office fees

  This page outlines how multifamily office fees may be structured and what services can affect total cost. It gives a prospective client a basis for asking MSSantini how charges relate to tax planning, estate work, administration, bill pay, and cross-border assistance, and which responsibilities remain with the client.

• Similar firmsBWAG, Brazil Wealth Advisory Group
  Aqua Wealth Management S.A.
  Blue Star e Asset Management Ltda.

  These profiles of BWAG, Brazil Wealth Advisory Group, Aqua Wealth Management S.A., and Blue Star e Asset Management Ltda. offer additional Brazilian firms to review. Comparing their stated services and client focus with MSSantini's can help a family or business owner prepare a focused shortlist and follow-up questions.

Sources

1. https://www.mssantini.com/institucional/
2. https://www.mssantini.com/especialidades/

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.