PRIVATTO Investimentos

Overview

Privatto serves business families through wealth management, investment management, family organization, planning, governance, succession, and corporate financial services. The firm describes its role as an independent family CFO, supporting coordinated oversight of family wealth across generations.

History

Eduardo Tellechea Cairoli founded Privatto in 2007 after the sale of Grupo Ipiranga, initially to manage his family’s newly financialized wealth. The firm says its original single-family office evolved into an independent multi-family office serving other business families.

Leadership

Eduardo Tellechea Cairoli is CEO and cofounder. Privatto says he completed Harvard Business School’s Owner/President Management Program and Strategic Financial Analysis program and holds a business degree from PUCRS.

Walessa Alves Leal is partner and director of Compliance and Risk. Her prior experience includes Vonpar, Bradesco, Citibank, and Thomson Reuters, and she holds an MBA in Finance from Insper.

Services

Privatto’s investment management service builds portfolios around each family’s objectives, liquidity needs, investment horizon, risk profile, and wealth structure.

Through its global wealth management service, the firm consolidates financial and nonfinancial assets in Brazil and abroad. This helps families monitor allocation, liquidity, risk, and the development of their wealth.

Privatto supports family organization, planning, governance, succession, and multigenerational oversight. It also provides corporate financial services for business-owning families and shareholders, including financial products, funds, and advice on corporate transactions.

The firm reports more than a decade of experience managing and structuring FIDC, FII, FIP, and FIAGRO vehicles.

What the firm offers

• Investment management
• Family governance and education

Client Focus

Privatto works with business families and shareholders seeking coordinated oversight of family wealth, operating businesses, investments, succession, and governance. Its multi-family office model developed from the firm’s original work for its founder’s family.

Approach

Privatto says it selects institutions, managers, and products independently and does not maintain ties to specific financial institutions or products. The firm states that commissions, benefits, and incentives it receives are credited back to client portfolios, while its remuneration comes exclusively from clients under a performance-based model.

The firm describes its working principles as excellence, transparency, confidentiality, ethics, integrity, and loyalty. It says clients receive detailed visibility into portfolio composition, investment periods, meeting schedules, and review cycles, supported by periodic monitoring and rebalancing.

FAQs

Related resources

• LocationMultifamily offices in Porto Alegre

  The Porto Alegre directory helps a family compare local multifamily office options while considering Privatto Investimentos. It gives context on regional providers, which can help a wealthy family or business owner frame discussions about investment management, family governance, and education in a familiar market.

• GuideMultifamily office services

  This overview outlines common multifamily office services, giving readers a framework for discussing investment management alongside family governance and education. A business owner can use it to identify which responsibilities matter now, such as coordinating assets, preparing heirs, or setting family decision processes.

• Network siteFamilyBusinesses.com

  FamilyBusinesses.com offers a directory and playbooks for owners managing both enterprise and family wealth. Its materials can help a Porto Alegre business family consider succession, ownership responsibilities, and education topics when reviewing how a multifamily office might support longer term planning.

• GuideQuestions to ask a multifamily office

  These questions help a prospective client prepare for conversations with a multifamily office. They can prompt specific discussion about investment management, family governance, education for younger generations, fees, reporting, and coordination with existing advisers before choosing a provider in Brazil.

• Similar firmsAqua Wealth Management S.A.
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  Profiles of Aqua Wealth Management S.A., BRS PAR, and Enseada Family Office provide comparison points for readers researching firms on this site. Looking across their stated services and client focus can help a Brazilian family or business owner prepare clearer questions for Privatto Investimentos.

Sources

1. Privatto Investimentos, “Quem Somos”
2. Privatto Investimentos, “Nossas Soluções”

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.