Vita Investments

Overview

Vita Investimentos provides platform, portfolio-consolidation and consulting support for financial professionals and their end clients.³⁷⁸ Its platform lets investors choose their bank or brokerage and view investments in one place.²³ Vita says its network includes 22 consulting firms, more than 100 consultants and 2,500 families served.¹⁵

History

Vita Investimentos says it was founded in 2016 by Ricardo Guimarães Filho.¹ Before founding the firm, Ricardo Guimarães Filho had 15 years of experience at Morgan Stanley and Goldman Sachs, according to Vita.² Vita says it introduced financial consulting in Brazil through a model focused on client alignment, close service and a long-term focus.³ In 2022, it became a B2B accelerator for selected consulting firms and Multi Family Offices.⁴ Vita says it is part of Grupo Turim and that a strategic partner joined in 2025.⁵

Timeline

1. 2016Vita Investimentos says it was founded in 2016 by Ricardo Guimarães Filho.
2. 2022In 2022, it became a B2B accelerator for selected consulting firms and Multi Family Offices.
3. 2025Vita says it is part of Grupo Turim and that a strategic partner joined in 2025.

Leadership

Ricardo Guimarães is listed as CEO.¹⁶ Nathalie Toquetti is listed as Atendimento e Expansão.¹⁷ Arthur Mello and Tharcisio S. Santos are listed as Co-CIOs.¹⁸ Eduardo Albiero is listed as Risco e Compliance.¹⁹ Raphael Camargo is listed as Produtos e Alocação, Julia Peixoto as Wealth Planning and Felipe Félix as Tecnologia.²⁰

Services

Vita provides portfolio consolidation for onshore and offshore investments held across custodians.⁸ It offers personalized reporting and automated billing in reais or dollars.⁹ Its investment services include market research, allocation recommendations by client profile, feeders and proprietary ETFs and FOFs.¹⁰ The firm offers wealth-planning training, legislative updates and strategic consulting for partners and their end clients.¹¹ It also provides risk, compliance, governance, background-check, KYC and suitability support.¹² Additional services include business-intelligence dashboards, budgeting, strategic planning, talent searches and peer best-practice exchanges.¹³

What the firm offers

• Family governance and education
• Cross-border planning

Client focus

Vita identifies MFOs and investment-consulting firms as B2B clients.¹⁴ Consultants participate in its network, while investors are end users referred to network firms.¹⁴

Investment philosophy and approach

The firm says its purpose is to strengthen entrepreneurs seeking client-focused financial advice.⁶ It says its mission is to accelerate Family Offices and consulting firms through solutions, knowledge, operating efficiency and market intelligence.⁷

FAQs

Related resources

• LocationMultifamily offices in Sao Paulo

  This page helps readers compare multifamily offices serving São Paulo and understand which firms work with families, business owners, or professional advisers. It can support early questions about family governance, education, and cross-border planning while keeping Vita Investimentos' unconfirmed regulator registration status in mind.

• Network siteOffshoreTrusts.com

  OffshoreTrusts.com offers background on international trusts and cross-border asset planning. A reader considering services in this area can use these guides to prepare questions about jurisdictions, ownership structures, reporting duties, and coordination with advisers in Brazil and other countries.

• GuideHow to choose a multifamily office

  This guide outlines practical points for comparing multifamily offices, including services, client fit, fees, and due diligence. It gives a family or business owner a framework for assessing whether a São Paulo based firm's governance, education, and cross-border planning services match their needs.

• DataMFOs by decade founded

  The decade founded directory provides historical context when reviewing multifamily offices. Comparing firms by founding period can help readers ask how long an organization has operated, how its experience relates to family governance or international planning, and what additional verification is needed for Vita Investimentos.

• Similar firmsBRS PAR
  BWAG, Brazil Wealth Advisory Group
  Ghia Multi Family Office

  These similar firms give readers additional names for comparison in Brazil's advisory market. Reviewing BRS PAR, BWAG, Brazil Wealth Advisory Group, and Ghia Multi Family Office may help clarify differences in client focus, family governance support, education, and cross-border planning before contacting any provider.

Sources

1. Vita Investimentos, Quem Somos , accessed October 23, 2026.
2. Vita Investimentos, Quem Somos , accessed October 23, 2026.
3. Vita Investimentos, Quem Somos , accessed October 23, 2026.
4. Vita Investimentos, Quem Somos , accessed October 23, 2026.
5. Vita Investimentos, Quem Somos , accessed October 23, 2026.
6. Vita Investimentos, Quem Somos , accessed October 23, 2026.
7. Vita Investimentos, Quem Somos , accessed October 23, 2026.
8. Vita Investimentos, Nossas Soluções , accessed October 23, 2026.
9. Vita Investimentos, Nossas Soluções , accessed October 23, 2026.
10. Vita Investimentos, Nossas Soluções , accessed October 23, 2026.
11. Vita Investimentos, Nossas Soluções , accessed October 23, 2026.
12. Vita Investimentos, Nossas Soluções , accessed October 23, 2026.
13. Vita Investimentos, Nossas Soluções , accessed October 23, 2026.
14. Vita Investimentos, Home , accessed October 23, 2026.
15. Vita Investimentos, Home , accessed October 23, 2026.
16. Vita Investimentos, Quem Somos , accessed October 23, 2026.
17. Vita Investimentos, Quem Somos , accessed October 23, 2026.
18. Vita Investimentos, Quem Somos , accessed October 23, 2026.
19. Vita Investimentos, Quem Somos , accessed October 23, 2026.
20. Vita Investimentos, Quem Somos , accessed October 23, 2026.
21. Vita Investimentos, Quem Somos , accessed October 23, 2026.
22. Vita Investimentos, Quem Somos , accessed October 23, 2026.
23. Vita Investimentos, Home , accessed October 23, 2026.
24. Vita Investimentos, FAQ , accessed October 23, 2026.
25. Vita Investimentos, FAQ , accessed October 23, 2026.

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.