SOMMA Multi-Family Office

Overview

SOMMA describes its business as a 360-degree ecosystem serving varied client groups, assets and institutions. The firm reports providing investment management and customized financial services to individuals and companies, with solutions that include investment funds, multi-family-office services, portfolio solutions and structured products.¹²

History

SOMMA says it was founded in 2003 as an asset manager serving investment clubs and pension funds. It created its multi-family-office segment in 2005.¹

A Comissão de Valores Mobiliários fund document identifies SOMMA Investimentos S.A., CNPJ 05.563.299/0001-06, as a portfolio manager accredited under CVM Declaratory Act 7,210 dated April 29, 2003.³

Timeline

1. 2003SOMMA says it was founded in 2003 as an asset manager serving investment clubs and pension funds.
2. 2005It created its multi-family-office segment in 2005.

Leadership

Wilson Souza is identified as CEO, and Luiz Osório as CIO. SOMMA says its team comprises more than 80 people.¹

Services

The SOMMA Multi Family Office provides offshore investments, managed portfolios, exclusive funds, global investment consolidation and tax monitoring. Its wealth-planning work includes offshore structures, succession and tax planning, estate organization, family governance and ongoing monitoring.⁴

Account-management services cover liquidity and cash-flow control, family and holding-company treasury, insurance, mutual-loan and donation controls, accounting, and personal-staff support.⁴

SOMMA also manages and globally consolidates property portfolios, provides property pricing, and identifies new-business opportunities connected to real estate.⁴

The firm says its technology support includes proprietary wealth-visibility software, password encryption and artificial intelligence for bank operations.⁴

What the firm offers

• Investment management
• Tax planning
• Family governance and education
• Risk and insurance
• Private and alternative investments
• Cross-border planning

Client Focus

SOMMA describes its multi-family-office target as entrepreneurial families with substantial liquid assets, real estate and ownership interests. It recommends the service from R$10 million in total wealth when organizational complexity is high.⁴

The firm reports operating nationally and internationally, with offices in Florianópolis, São Paulo, Chapecó and Jaraguá do Sul.¹

Approach

SOMMA states that its purpose is to generate results beyond expectations and that it invests in technology to provide agility and efficiency.²

FAQs

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Sources

1. SOMMA Investimentos, “Sobre Nós”
2. SOMMA Investimentos, homepage
3. Comissão de Valores Mobiliários fund document
4. SOMMA Multi 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.