Vidal-Consultoria

Overview

Vidal Consultoria presents itself as a multi-family office focused on managing family wealth and family businesses. It combines wealth administration, tax matters, financial planning, investment advice, new-business guidance, and insurance solutions.¹

Services

The firm integrates planning and consulting across real estate, tax, financial, accounting, legal, and insurance matters. Its family-office consulting includes asset-protection planning, business succession, formation and administration of family holding companies, tax-procedure reviews, and tax-base calculations.²

Its asset-administration work includes monitoring rental and other investment income, tenant relationships, cash flow, contract renewals, condominium meetings, family-interest representation, and price research or competitive bidding.²

What the firm offers

• Financial planning
• Tax planning
• Family governance and education
• Administration and bill pay
• Risk and insurance
• Business owner services
• Private and alternative investments

Client Focus

Vidal Consultoria works with families seeking coordinated support for preserving, managing, and growing family assets, as well as guidance for family businesses and succession planning.¹

Approach

The firm emphasizes customized solutions, personalized service, discretion, and succession-oriented wealth management. It says its mission includes creating transparent information flows, maintaining professional relationships, and supporting the management and growth of family wealth.¹

Its approach considers resource allocation alongside family governance and the wider decision-making context surrounding family assets. Vidal Consultoria also reports partnerships with specialized providers in law, finance, accounting, and technology, which it supervises and coordinates for clients.²

Partners

The website identifies GDC Brasil and GDC América as partners. It describes GDC as a data-management and solutions-integration provider operating in São Paulo and Florida.³

FAQs

Related resources

• LocationMultifamily offices in Sao Paulo

  This page helps readers compare multifamily offices serving São Paulo and consider which services matter locally. It can frame questions about tax planning, family governance, administration, risk, and private investments when reviewing a firm for a Brazilian family or business owner.

• Network siteFamilyBusinesses.com

  FamilyBusinesses.com offers directories and practical playbooks for families that own operating companies. A business owner can use it to identify questions about succession, governance, education, administration, and the relationship between family wealth and business decisions.

• GuideMFO vs SFO vs virtual family office

  This comparison explains how a multifamily office differs from a single-family office and a virtual family office. It helps a family assess which arrangement fits its size, privacy preferences, need for in-person support, and interest in coordinated planning across investments, taxes, governance, and administration.

• GuideOutsourced CIO vs multifamily office

  This page separates outsourced investment leadership from the broader role of a multifamily office. Readers can use the distinction to ask whether they need portfolio oversight alone or additional support with financial planning, family governance, bill pay, insurance, tax matters, and business-owner needs.

• Similar firmsAqua Wealth Management S.A.
  BRS PAR
  Maxiplan

  Profiles of Aqua Wealth Management S.A., BRS PAR, and Maxiplan provide additional points of comparison on this site. Reviewing these firms alongside Vidal Consultoria can help readers compare service scopes, client focus, investment support, and family-business resources before making a shortlist.

Sources

1. Vidal Consultoria services
2. Vidal Consultoria projects
3. Vidal Consultoria clients

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.