Portfolio demonstration · Temporary abstract imagery · Original photography pending.
Independent advice · Fee-based model

Wealth built with method, preserved with care.

For almost two decades, we have helped families, executives and business owners grow and pass on their wealth — with discipline, transparency and independence.

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CFP®CGAANBIMA CEACVM registered
Áureo Capital — temporary abstract concept artwork
Model portfolio
Moderate risk profile
+18.4%
p.a.
Brazilian fixed income
38%
Equities
22%
Multi-asset
15%
International
18%
Alternatives
5%
Illustrative data. Past performance does not guarantee future results.
BRL 2.3 bn
assets advised
850+
families served
18 years
in the market
NPS 92
client satisfaction
Recognition CVM ANBIMA Planejar CFP® CGA

What we do

Complete solutions for every dimension of your wealth

We connect investments, succession, tax planning and governance — with a disciplined, independent approach.

Family Office

Family governance, consolidated reporting and support across generations for wealthy families who think in decades rather than cycles.

Financial Planning

A review of income, expenses, goals and time horizons — with a written plan and quarterly reviews.

Investment Management

Diversified portfolios of fixed income, equities, multi-asset funds and alternatives, aligned with your profile.

Retirement & Succession

Brazilian PGBL and VGBL plans, holding companies and insurance to protect and transfer wealth efficiently.

Tax Advisory

Tax planning for individuals, companies and investments, in partnership with specialist firms.

International Wealth Planning

Geographic diversification, overseas accounts, trusts and offshore structures with full compliance.

About us

Independence, expertise and lasting relationships.

Founded in 2008, Áureo Capital began with the conviction that wealthy clients deserve advice free from conflicts of interest. We combine technical rigor and institutional governance with the personal service of a boutique.

Our team includes CFP® certified planners, CGA certified managers and analysts with experience at leading asset managers in Brazil and abroad.

2008
Year founded
32
Professionals
100%
Fee-based

Certifications & Memberships

  • Registered as a securities adviser with Brazil’s CVM
  • Member of Planejar — the Brazilian Financial Planning Association
  • CFP® certified professionals (Certified Financial Planner)
  • CGA certified managers — ANBIMA
  • Annual independent audit of financial statements
Áureo Capital — temporary abstract concept artwork

Testimonials

What our clients say

Lasting relationships are the best measure of our work.

In three years, Áureo reorganized our family wealth and brought discipline we had never had. Today I know exactly where every real is going.

Carolina M.
Business owner — São Paulo

The fee-based model made all the difference. I receive recommendations free from commission bias, with the depth I expected from a private banker.

Ricardo T.
C-suite executive

The governance we built with the team aligned three generations around one strategy. Exemplary professionalism and discretion.

Albuquerque family
Family Office client

Insights

Analysis and perspectives from our team

Insights from the Áureo team — practical and free of jargon.

Áureo Capital — temporary abstract concept artwork
Macro·Apr 2026

Protecting wealth when interest rates rise

Practical strategies for securing real returns and adjusting duration while preserving liquidity. A guide to reviewing fixed-income portfolios during monetary tightening.

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Áureo Capital — temporary abstract concept artwork
Succession·Mar 2026

Family holding companies: when they make sense

Common mistakes when establishing holding companies and what to consider before transferring assets.

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Áureo Capital — temporary abstract concept artwork
International·Feb 2026

Geographic diversification beyond US ETFs

Building a resilient global allocation across major currencies, developed markets and emerging economies.

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FAQ

Frequently asked questions

What clients often ask before our first conversation.

How does the fee model work?

We work exclusively on a fee basis: you pay a fixed fee or a percentage of advised assets, with no product commissions. This aligns our recommendations with your interests.

What is the minimum portfolio size?

We work with clients from BRL 1 million in investable assets. Family Office services start at BRL 20 million. Exceptions may be considered individually.

What happens at the first meeting?

The first meeting is free and without obligation. In about an hour, we explore your situation, goals and concerns, then outline how we could help.

Do you hold my assets?

No. We act solely as advisers. Your assets stay with the brokers and banks you choose. We guide the strategy while you retain full control and visibility.

How do you protect confidentiality?

Every relationship is governed by confidentiality clauses, compliance with Brazil’s LGPD data protection law and information security processes audited annually.

Is Áureo regulated by the CVM?

Yes. We are registered as a securities adviser with Brazil’s Comissão de Valores Mobiliários (CVM) and follow Brazilian financial market regulations.

Contact

Let’s talk about your wealth.

Request a free, confidential consultation. Response within 24 hours.

  • Av. Brigadeiro Faria Lima, 3,500 — 14th floor
    Itaim Bibi, São Paulo — SP
  • contato@aureocapital.com.br
  • +55 (11) 4000-1820
  • Monday to Friday, 9 AM–6 PM

Request a consultation

Response within one business day. Strictly confidential.

Your information is treated confidentially under Brazil’s LGPD.

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