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At Banco Votorantim, we work in asset management of family groups to assist you in all matters related to constructing, optimizing, perpetuating and transmitting your assets.

 

First, we understand how your assets are organized, and based on your short-, medium- and long-term goals, we can offer you the tools and strategies to reach all of them.

 

Important: The purpose of the foregoing information is to provide customers with an overview on the services provided by the Asset Planning department, and are not intended nor should they be construed a recommendation to purchase any product or asset, and does not involve the requirement to engage any services offered by Votorantim Private Bank. The information contained herein should not be binding with any decision of the customer, as it does not represent and should not be considered as the institution’s legal opinion. All investment and asset planning decisions, especially regarding legal and tax aspects that may be approached in these advising services, should be addressed to specialized and independent third-party professionals, at the customer’s own choice, and Votorantim Private Bank shall not be held liable for any act or omission of such professionals. Always consult your Private Banker.

 

Transmitting your legacy to new generations requires development and use of case-specific tools and strategies.

 

It is necessary to prepare your successors, minimize any possible family conflicts, mitigate risks that may impact the assets constructed, and optimize investment structures, in order to provide peace of mind for the succession.

For all these aspects, we have partners and a specialized team available to serve you. Consult your Private Banker to schedule a meeting.

 

Important: The purpose of the foregoing information is to provide customers with an overview on the services provided by the Asset Planning department, and are not intended nor should they be construed a recommendation to purchase any product or asset, and does not involve the requirement to engage any services offered by Votorantim Private Bank. The information contained herein should not be binding with any decision of the customer, as it does not represent and should not be considered as the institution’s legal opinion. All investment and asset planning decisions, especially regarding legal and tax aspects that may be approached in these advising services, should be addressed to specialized and independent third-party professionals, at the customer’s own choice, and Votorantim Private Bank shall not be held liable for any act or omission of such professionals. Always consult your Private Banker.