Portofino Multi Family Office

Overview

Portofino Multi Family Office provides coordinated wealth-management services for families with complex financial needs. The firm describes itself as independent, with no bank, brokerage, asset manager, or other financial institution controlling its ownership structure. Portofino reports 198 employees and 6 offices.¹

History

Portofino reports that it was founded in 2012, when Carolina Giovanella began managing her family’s wealth and developed the Portofino model.²

Leadership

Carolina Giovanella is the firm’s founder, and Eduardo Castro is Chief Investment Officer.³

Portofino’s international operation is led by partner Adriano Cantreva, who has more than 30 years of international-markets experience and manages the New York office.⁴

The real-estate practice is led by partners Lucas Reis and Leonardo Bersot and serves individuals, families, and companies.⁵

Services

Portofino’s services include portfolio and wealth management, international investments, tax and financial structuring, succession planning, financial education, foreign exchange, secured credit solutions, and special financial transactions.⁶

The firm also offers family-governance structures, family protocols, and preparation for the next generation.¹

Its dedicated real-estate practice covers customized real-estate portfolios, listed real-estate funds, property funds, real-estate credit, and exclusive real-estate funds.⁵

What the firm offers

• Tax planning
• Estate planning
• Family governance and education
• Cross-border planning

Client Focus

Portofino serves families managing complex assets, as well as individuals and companies seeking customized real-estate solutions.¹⁵

Approach

The CVM describes Portofino’s approach as customized portfolio analysis, construction, and maintenance supported by consolidated client information, daily monitoring, quantitative tools, and risk controls.⁷

Portofino Gestão de Recursos Ltda. is listed by ANBIMA as an associated institution with definitive adherence to its third-party asset-management, ethics, and regulatory best-practices codes.⁸

The firm reports recognition from Euromoney and Citywire, including Best Multi-Family Office Services in Brazil and Best Multi Family Office in Brazil.¹

FAQs

Related resources

• LocationMultifamily offices in New York

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• Network siteCapitalGainsTax.com

  CapitalGainsTax.com explains capital gains tax concepts and planning approaches in accessible guides. Families with Brazilian and international holdings can use the material to prepare questions about asset sales, tax residency, estate transfers, and cross-border planning before speaking with a multi-family office.

• Network siteFamilyOffices.com

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• GuideMultifamily office fees

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  Profiles of Pepper International, Cerity Partners Family Office, and Collaborative Capital Advisors LLC give readers additional firms to research. Comparing their stated services, client focus, and geographic reach with an independent Brazilian office can help a family frame questions about tax, estates, governance, and international coordination.

Sources

1. Portofino Multi Family Office
2. Portofino history
3. Portofino Institutional Presentation
4. Portofino services
5. Portofino customized real-estate solutions
6. Portofino services
7. CVM Formulário de Referência
8. ANBIMA institution profile
9. CVM authorization record

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.