Taboaço, Nieckele e Associados Gestão Patrimonial

Overview

Taboaço, Nieckele e Associados Gestão Patrimonial (TNA) helps clients manage their assets through individualized wealth planning and financial-management services.¹

History

A CVM filing identifies Taboaço, Nieckele e Associados Gestão Patrimonial Ltda. as a portfolio manager authorized under CVM Ato Declaratório No. 7.456, issued on October 14, 2003. TNA says its proprietary Método TNA® reflects 30 years dedicated to wealth management.²³

Leadership

TNA’s 2025 risk-management manual names Hans Boehme Jr. as Director of Risk. It lists Ricardo Taboaço, Hans Boehme Jr., Leticia Faria, and Julio Brasil as members of the Risk Committee.⁴

Services

TNA’s integrated wealth-planning service brings together financial-information gathering, investment planning, insurance and retirement plans, real-estate investments, legal and tax analysis, and succession planning.⁵

Its financial-management process includes defining objectives and investment policies, discussing strategies, assessing risk, selecting investments and managers, monitoring portfolios, preparing consolidated reports, and periodically reviewing asset allocation.⁵

The firm describes its financial management as personalized and independent of financial institutions and other service providers. TNA says its compensation comes exclusively from wealth planning and financial management.⁵

What the firm offers

• Financial planning
• Tax planning
• Estate planning
• Risk and insurance
• Retirement planning

Client Focus

TNA describes its planning process as confidential and individualized. Recommendations consider each client’s patrimonial, financial, professional, fiscal, and family circumstances before implementation.⁵

Approach

TNA’s proprietary Método TNA® uses liquidity, diversification, and efficiency as guiding principles. Portfolio construction is based on each client’s circumstances, goals, risk parameters, and annual household costs.³

The firm says the method is designed around client-specific parameters rather than market forecasts. Its risk process combines qualitative and quantitative analysis, ongoing monitoring of external managers, and regular reviews of portfolio exposure and risk metrics.³⁴

FAQs

Related resources

• LocationMultifamily offices in Rio De Janeiro

  This Rio de Janeiro guide helps Brazilian families and business owners place a wealth-management search in a regional context. It can support comparison of office structures, client focus, and service coverage when considering TNA for financial, tax, estate, insurance, and retirement planning.

• GuideMultifamily office services

  This overview explains the range of services a multifamily office may coordinate for a family or company owner. Use it to connect TNA's stated offerings with your own needs, such as cash-flow planning, tax matters, succession arrangements, insurance decisions, and retirement goals.

• GuideHow to choose a multifamily office

  This guide outlines factors to review before appointing a multifamily office, including independence, service scope, fees, communication, and conflicts of interest. Those points can help a Brazilian family or business owner assess whether TNA's planning and financial-management model fits the way decisions are made across generations.

• GuideQuestions to ask a multifamily office

  These questions provide a practical starting point for conversations with a prospective multifamily office. A reader can use them when discussing TNA's approach to tax and estate planning, risk coverage, retirement preparation, reporting, and coordination with a family's legal or accounting advisers.

• Similar firmsAqua Wealth Management S.A.
  Capri Family Office
  NAU Capital

  Profiles of Aqua Wealth Management S.A., Capri Family Office, and NAU Capital give readers additional firms to review on this site. Comparing their stated services, locations, client focus, and operating approaches with TNA's Brazilian wealth-management context can clarify which questions matter most during an initial shortlist.

Sources

1. TNA: Home
2. CVM filing
3. TNA: Método TNA®
4. TNA: Manual Gestão Risco 2025
5. TNA: Serviços

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.