Troon Capital

Overview

Troon Capital describes itself as an independent multi-family office focused on wealth management for families. The firm says it works exclusively in clients’ interests, receives compensation solely from clients, and operates independently from financial institutions.¹

Services

Troon assesses family wealth, organizes family affairs, supports succession planning, develops customized financial plans, implements investment policies, allocates assets, monitors portfolios, reviews performance, rebalances holdings, optimizes strategies and provides consolidated reporting. It also offers personalized concierge support shaped around each client’s professional, personal and leisure needs.²

What the firm offers

• Estate planning
• Administration and bill pay

Client Focus

The firm works with families seeking coordinated wealth management, family organization, investment oversight and long-term preservation of family wealth. Its process considers each client’s assets, needs, expectations, objectives, family setting, liquidity and cash flow.³

Approach

Troon’s investment thesis favors a balanced global portfolio, with Brazil treated as part of a broader mix of assets and currencies. The firm presents diversification and security as central to preserving family wealth across generations.³

Troon says it selects investment classes according to each client’s profile and allocates resources among managers and institutions chosen jointly with the client. It monitors portfolios daily, reviewing returns, risks, opportunities, managers and institutions, and periodically reassesses investment policy and allocation strategy.²

The firm describes its service model as team-based. A primary banker is supported by a second banker and operational assistance, while partner institutions provide access to specialists, institutional fixed-income platforms, selected investments and strategic support.³

FAQs

Related resources

• LocationMultifamily offices in Sao Paulo

  This page helps families compare multi-family office options in Sao Paulo and understand how local firms may support estate planning and administration. It gives a regional reference point for a business owner assessing whether a Brazil-based provider fits family governance and bill payment needs.

• GuideMultifamily office services

  This overview explains common multi-family office services, including estate planning, household administration, and bill pay. A family or business owner can use it to identify which responsibilities to discuss when reviewing a provider offering personalized wealth management.

• Network siteFamilyOfficeDatabases.com

  FamilyOfficeDatabases.com provides directories of family offices and investors for broader market research. Readers can use these listings to compare firms serving wealthy families, identify regional contacts, and prepare questions about estate administration or ongoing bill payment support.

• GuideThe annual MFO review

  The annual MFO review offers a recurring source for examining developments among multi-family offices. Families considering estate planning and administrative support can use the review to understand how service models and client priorities may change over time.

• Similar firmsAqua Wealth Management S.A.
  Blue Star e Asset Management Ltda.
  BWAG, Brazil Wealth Advisory Group

  Profiles for Aqua Wealth Management S.A., Blue Star e Asset Management Ltda., BWAG, and Brazil Wealth Advisory Group provide nearby comparison points. Reviewing these firms can help a Brazilian family or business owner frame questions about estate planning, administration, bill pay, and the scope of personalized wealth management.

Sources

1. Troon Capital
2. What We Do
3. The Company

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.