Tree Family Office

Overview

Tree Family Office is the commercial brand of PROTESTE INVESTE - Consultores para Investimento. The consultancy is wholly owned by DECO PROTESTE and forms part of the Euroconsumers group.¹

The firm says its mission is to provide independent, personalized financial advice that helps families and investors preserve or increase wealth and transfer it to future generations.¹

History

Tree Family Office uses a proprietary advisory methodology that it says has been tested for more than 20 years. Its recommendations are designed around each client’s established goals.¹

Services

Investment and portfolio advice is the firm’s core activity. Services include investment advice, portfolio analysis, modelling, benchmarking, performance measurement, market reviews, order preparation and asset allocation.¹

Its life management and budgeting service reviews a client’s financial position, goals, risk tolerance, wealth, liquidity needs and long-term objectives.¹

Tree Family Office provides governance and regulatory support for family wealth, including transparent structures and investment policy statements.¹

The firm’s multigenerational management service helps families prepare investment strategies for succession and the financial security of heirs.¹

Its risk management approach combines risk mitigation, cost reduction and value creation while considering each client’s risk profile and financial goals.¹

Data aggregation and portfolio reporting cover transactions and performance analysis, helping families make informed decisions and make preventive or corrective adjustments.¹

Through partnerships, Tree Family Office can connect clients with financial intermediaries, legal and tax advisers, insurers and training providers.¹

What the firm offers

• Tax planning
• Family governance and education
• Risk and insurance

Client Focus

The firm works with families and investors seeking coordinated advice on wealth preservation, growth, governance, succession and long-term financial security.¹

Approach

Tree Family Office describes a dedicated team of financial experts with extensive market experience, supported by roughly 30 Euroconsumers financial analysts covering markets and asset classes.¹

The firm says its advice is independent and personalized, with recommendations aligned to each client’s goals, risk profile, liquidity needs and broader financial objectives.¹

Regulation

Tree Family Office states that it is registered and supervised by Portugal’s Comissão do Mercado de Valores Mobiliários, the Portuguese Securities Market Commission.¹

FAQs

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Sources

1. Tree 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.