United Multi-Family Office

Overview

United Multi-Family Office serves about 40 families through a focused, personalized model. Its services address both financial and human capital, with support spanning investments, wealth organization, succession, tax planning, family structures, and day-to-day client needs.¹

History

United began in 2017 as a single-family office founded by Gustavo Fernandes and Victor Valezim. In 2018, it expanded into a multi-family office serving multiple families across generations.¹

The firm's legal entity, United Capital Consultoria em Valores Mobiliários Ltda., was incorporated on October 11, 2021. Its 2025 reference form describes the company’s regulated activity as independent, individualized securities consulting.²

Brazil’s securities regulator authorized United Capital Consultoria em Valores Mobiliários Ltda. to provide securities consulting under CVM Resolution 19 in November 2021.³

Timeline

1. 2017United began in 2017 as a single-family office founded by Gustavo Fernandes and Victor Valezim.
2. 2018In 2018, it expanded into a multi-family office serving multiple families across generations.
3. 2021The firm's legal entity, United Capital Consultoria em Valores Mobiliários Ltda., was incorporated on October 11, 2021.
4. 2025Its 2025 reference form describes the company’s regulated activity as independent, individualized securities consulting.

Leadership

Victor Valezim is a co-founder responsible for operations and family financial planning. The firm identifies him as a CFP professional and CVM securities consultant.⁴

Gustavo Fernandes is a co-founder responsible for portfolios and client relationships. He holds CPA20 certification from Anbima and PQO certification from B3.⁴

Services

United’s investment consultancy serves ultra-high-net-worth clients and supports asset selection and negotiation. The firm also provides proprietary wealth consolidation for liquid and illiquid assets.⁵

Its broader services include investment consulting, wealth consolidation, client experience, concierge support, succession and tax planning, family holding structures, heir preparation, and 24-hour support.⁵

What the firm offers

• Tax planning
• Administration and bill pay

Client Focus

The firm works with ultra-high-net-worth clients and families seeking coordinated support across investments, wealth structures, succession, and family needs. Its multi-family office model is designed to provide multigenerational support while retaining a personalized relationship with each family.¹⁵

Approach

United describes its approach as independent and transparent, with advice centered on each family’s financial and human capital. The firm says clients pay it directly based on the assets under its curation, while additional specialists may be paid directly by clients.¹⁶

FAQs

Related resources

• LocationMultifamily offices in Sao Paulo

  This page provides local context for comparing multi-family offices serving families in São Paulo and elsewhere in Brazil. It can help a prospective client frame questions about tax planning, administration, bill pay, succession, and family holding structures when considering support for complex family wealth.

• GuideMultifamily office services

  This overview explains the types of services a multi-family office may provide, including tax planning, administration, bill pay, succession planning, and family governance support. Readers can use it to identify which responsibilities they may want handled for an ultra-high-net-worth family or business owner.

• Network siteFamilyOffices.com

  FamilyOffices.com offers resources and community perspectives for single-family offices and wealthy families. Its materials can help Brazilian families compare approaches to heir preparation, family governance, concierge support, and ongoing coordination before discussing their needs with a multi-family office.

• DataMFOs by decade founded

  This page groups multi-family offices by the decade in which they were founded, giving readers a way to compare firms through an historical lens. A family considering a Brazilian provider can use that context alongside questions about ownership structures, continuity, tax planning, and current client support.

• Similar firmsAqua Wealth Management S.A.
  BWAG, Brazil Wealth Advisory Group
  Maxiplan

  These profiles offer additional firms to review, including Aqua Wealth Management S.A., BWAG, Brazil Wealth Advisory Group, and Maxiplan. Comparing their stated services and client focus with United Multi-Family Office can help families clarify priorities around tax planning, administration, succession, and family wealth coordination.

Sources

1. United Multi-Family Office, About
2. United Capital Consultoria em Valores Mobiliários Ltda., 2025 Reference Form
3. Brazilian securities regulator authorization under CVM Resolution 19
4. United Multi-Family Office, Our Team
5. United Multi-Family Office, Services
6. United 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.