NAU Capital

Overview

NAU Capital brings together banks, asset managers, legal structures and financial solutions in Brazil and abroad. Its work is designed to align wealth management, risk, succession and legacy planning.¹

The firm’s business lines include a multi-family office, investment advisory, financial services and Quilha Capital structured-finance solutions.¹

Services

The multi-family-office offering provides professional resource management through a structured process, risk discipline and a focus on consistency.¹

NAU’s advisory business operates in connection with XP Investimentos. It offers fixed-fee, transactional and consolidated-consulting remuneration models, along with financial planning, investment management and wealth consulting for families and business groups.²

Its financial solutions include foreign-exchange support, personal and property insurance structuring, retirement planning and tailored credit.²

The firm’s 2023 investment report identifies wealth management, corporate activities and alternative investments as core areas. These include exclusive funds, offshore planning, succession and tax planning, managed portfolios, corporate credit, capital markets, startups, co-investments, equity, structured credit and real estate.³

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Risk and insurance
• Private and alternative investments
• Retirement planning
• Cross-border planning

Client Focus

NAU Capital serves families, entrepreneurs and business groups seeking coordinated support for wealth, investment, succession, estate and corporate financial decisions.¹²

Approach

NAU describes its client journey as alignment, planning, execution and ongoing monitoring, including portfolio rebalancing. Its open-architecture model coordinates external institutions and specialists around each client’s objectives.¹²

The firm states that Nau Capital Assessor de Investimento Ltda. is registered with Brazil’s Comissão de Valores Mobiliários under Resolution CVM 178/2023 and operates in the XP Investimentos network.²

Assets

In a 2023 investment report published on its website, NAU Capital described its family-office platform as having approximately R$5.5 billion in assets under management.³

FAQs

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Sources

1. NAU Capital
2. NAU Capital Assessoria
3. Relatório de Ilíquidos 2023

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.