Turim Family Office & Investment Management

Overview

Turim describes itself as an independent multi-family office founded in 2001 and among Brazil’s early independent family offices. Its investment management has maintained a global perspective since inception, with most client assets invested outside Brazil.¹²

History

The firm began operations in 2001 and has built its model around independent, globally oriented investment management and family-office coordination.¹²

Leadership

Turim’s partners page identifies Leonardo Martins Moraes as Co-CEO and Fernando Verboonen as Co-CIO. Verboonen joined the firm in 2009 and oversees portfolio management in Brazil and abroad. The firm’s 2026 team information identifies Pedro Hokama as Head of Liquid Assets and Henrique Santos as Head of Portfolio Management.⁷⁸

Services

Turim’s family-office offering includes global resource management, investor risk profiling, strategic and tactical allocation, private equity and venture capital, impact investing, wealth planning, accounting coordination, offshore compliance, family governance, next-generation planning, philanthropy planning, reporting, portfolio consolidation, and a dedicated app.³

For institutional clients, Turim highlights independence and governance, investment experience, global focus, illiquid-investment capabilities, and a structured program diversified across sectors, vintages, geographies, and stages.⁴

What the firm offers

• Investment management
• Financial planning
• Philanthropy
• Family governance and education
• Administration and bill pay
• Private and alternative investments
• Cross-border planning

Client Focus

The firm serves families seeking coordinated wealth and investment management with international exposure, as well as institutional clients requiring portfolio construction, governance, and access to liquid and illiquid strategies.²⁴

Approach

Turim states that it is not tied to a financial institution. It operates through a partnership structure supported by succession rules and multiple operational and administrative committees.⁵

Its investment process takes a structural view of portfolios, focuses on asset value and risk, maintains long-term relationships with high-quality managers, and conducts rigorous due diligence before making allocations.⁶

Regulation and Governance

Turim’s regulated entity is Turim 21 Investimentos Ltda. The firm’s 2024 Formulário de Referência identifies Fernando Verboonen as director responsible for portfolio management and Ana Carolina Oliveira Pinheiro de Carvalho as compliance director.¹⁰

A Comissão de Valores Mobiliários fund document identifies Turim 21 Investimentos Ltda. as a portfolio manager authorized under Declaratory Act 6,671 dated January 15, 2002.¹¹ ANBIMA lists the entity as an associate since July 21, 2008, with activities including managed portfolios, wealth management, database services, FIP database services, and investment management.¹²

Turim’s compliance page publishes policies and reference documents covering Form CRS, ethics, internal controls, market and credit risk, personal investments, order allocation, voting, data protection, liquidity risk, pricing, and anti-money laundering.⁹

By the numbers

FAQs

Related resources

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• Similar firmsAqua Wealth Management S.A.
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Sources

1. Turim, “A Turim”
2. Turim, “A Turim”
3. Turim
4. Turim, Institutional Clients
5. Turim, Institutional Clients
6. Turim, Institutional Clients
7. Turim, Partners
8. Turim, Visão Turim 63
9. Turim, Compliance
10. Turim 2024 Formulário de Referência
11. Comissão de Valores Mobiliários fund document
12. ANBIMA, Turim 21 Investimentos Ltda.

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.