What are the main family office models in Brazil?

Three are common: the single family office (SFO), a structure dedicated to one family; the multi-family office (MFO), a structure shared across families; and independent fee-only advisory, where the client keeps its own banks and managers and the advisor provides the governance layer.

How do family offices charge?

Fees can be a percentage of assets under management, a fixed fee, a performance fee or a fee based on the scope of work. A single proposal can combine more than one. Compare total cost and scope, not only the headline rate.

What does fee-only mean?

It means the advisor is paid exclusively by the client under a written contract, with no commissions, no rebates and no participation in the products recommended.

Is a multi-family office a real estate vehicle?

No. Here, multi-family means a wealth management structure shared across several families. It has nothing to do with multi-family residential real estate.

Who provides securities advisory services at Rockenbury?

Securities advisory services are provided by Luiz Gustavo da Silva Claus, a securities advisor authorized by the Brazilian Securities and Exchange Commission (CVM) under registration 004437-7. Rockenbury is an institutional brand and does not itself provide securities advisory services.

Family Office in Brazil: Costs and Models

Family office in Brazil: costs and models for business familiesSingle family office, multi-family office and independent fee-only advisory in Brazil: how each model builds its cost and what business families should check.A consultoria de valores mobiliários é prestada por Luiz Gustavo da Silva Claus, consultor de valores mobiliários autorizado pela Comissão de Valores Mobiliários sob o Código CVM 004437-7. Rockenbury é marca institucional e não presta, por si, serviço de consultoria de valores mobiliários.Insights · Home

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