Wealth Management
Wealth Management is one of the core divisions of FigTree Capital, specializing in providing comprehensive financial advisory services to families and individuals.
WEALTH MANAGEMENT
Analysis and management of financial and real estate assets, aiming to provide individualized and client-centered solutions.
FAMILY
OFFICE
Multi-service platform encompassing Family Office services.
Our Services
Exclusive Funds
Exclusive funds offer advantages such as consolidation, tax and succession planning, and can be tailored to the objectives and profiles of each client. In addition, they enable dedicated professional management that is aligned with the profile of each investor.
Estate Planning
Succession consulting that assesses the best options in financial and tax planning for asset transfers. We utilize structures such as pension funds, closed-end exclusive funds, private equity funds (FIPs), and other investment vehicles to achieve optimal results.
Differentials
Absence of conflict
of interests
Objective to advise rather than sell products, as we are not affiliated with financial institutions.
Client-centric
decision-making
All financial benefits resulting from investment decisions are passed on to the client.
Team with complementary
experiences
Experience and expertise to advise and manage wealth across various asset classes.
Profound analytical and structuring capabilities
Analysis of structures and vehicles that best suit the clients' needs.