Vêneto Family Office

Overview

Vêneto Family Office describes its work as integrated management of investments, real-estate assets, corporate structures, succession planning and legal advisory. The firm reports more than 70 internal professionals and R$7 billion under management.

History

The firm traces its development to a 2010 partnership focused on equities and long-term portfolios. It expanded into investment management in 2017 and adopted a family-office model in 2020. Vêneto Gestão de Recursos Ltda. was incorporated on July 20, 2016, and received CVM authorization to manage securities portfolios through Declaratory Act No. 15,812 dated July 31, 2017.

Timeline

1. 2010The firm traces its development to a 2010 partnership focused on equities and long-term portfolios.
2. 2016was incorporated on July 20, 2016, and received CVM authorization to manage securities portfolios through Declaratory Act No.
3. 2017It expanded into investment management in 2017 and adopted a family-office model in 2020.

Leadership

Carlos Pessoa is the founder and CEO. Eduardo Oliveira and Rodrigo Donnard serve as co-CIOs. Henrique Galvão leads Wealth Management, and Alexandre Dal Mas leads Real Estate Advisory.

Services

Vêneto provides investment portfolios with personalized allocation and consolidated reporting. Its international investment services include offshore structuring support, access to international institutions and managers, and analysis related to income-tax optimization.

Financial planning covers individualized investment strategy, family wealth governance and estate-planning implementation. Other services include exclusive funds, Wealth Planning and Legal Advisory covering contractual, tax, corporate, succession and property matters.

The firm’s regulatory filing states that its scope includes management of restricted and exclusive investment funds, open-ended funds, investment clubs and managed portfolios.

What the firm offers

• Financial planning
• Tax planning
• Estate planning
• Family governance and education
• Cross-border planning

Client focus

Vêneto serves high-net-worth families and business owners through integrated management of investments, real-estate assets, corporate structures, succession planning and legal advisory.

Approach

The firm describes its approach as personalized and holistic, guided by ethics, transparency and independence, with client interests at the center of decisions. Vêneto says its remuneration generally combines a fixed fee and, for liquid investments, a performance bonus tied to results above a reference index.

Assets

Vêneto reports R$7 billion under management.

FAQs

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Sources

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.