OUR PHILOSOPHY IS TO STAY INVESTED

Investment committee formed by market references

true independence

Careful analysis of funds

global allocation

Every client is a project

Investment in proprietary technology and systems

Regulated by Brazilian and American legislation

Private sources of high-level information

Vita goes beyond numbers

VITA INVESTMENTS IS A
MULTI-FAMILY OFFICE

With headquarters in Brazil and United States, focused on investment advisory and financial planning.

Through a global view of its assets, Vita's advisors outline a strategy focused

ON THE BALANCE BETWEEN LIQUIDITY, LONGEVITY AND THE LEGACY OF EACH FAMILY

+ 50%

of our team is female

+ 65%

of allocated capital with exposure outside of Brazil

+ 50 years

of aggregated business experience

SHORT TERM

LONG TERM

FUTURE

SHORT TERM

LIFE AROUND YOU

SHORT TERM

finance expenses in short term, focusing on your daily and monthly expenses for the next 3 years, such as purchases, fixed expenses, travel, taxes, buying a new property, etc.

LONG TERM

LIFE AROUND YOU

LONG TERM

Here we've designed a strategy for your long-term needs: saving for education, retirement planning, and long-term care costs for your entire family's health

FUTURE

LIFE AROUND YOU

FUTURE

Within the legacy scope, we draw a model that goes beyond you and focuses on future generations, the entire family or causes you want to support. Whatever you want to achieve and whatever legacy you want to leave, we will plan it together!

+ $ 1 BI

AUM

+ 140

FAMILIES

POTENTIAL

The Vita Investments team has more than 20 years of market experience in the largest banks of the world, working with the main asset managers in Latin America and others in emerging markets.

TRUST

+140 families favored

INDEPENDENCE AND SECURITY

Our compensation comes strictly from our clients, and we act independently, without any ties to specific financial institutions

WHAT CAN WE DO FOR YOU

ASSET ALLOCATION

WEALTH PLANNING
FAMILY ADVISORY
ONSHORE
OFFSHORE

PLANNING

FINANCIAL PLANNING
SUCCESSION PLANNING
CORPORATE PLANNING
TAX PLANNING

INVESTMENT ANALYSIS

EXCLUSIVE FUNDS
PORTFOLIO MANAGEMENT
ALTERNATIVA INVESTMENTS

THE "STAY INVESTED" PORTFOLIO

BEYOND THE HORIZON: VARIETY OF ASSET CLASSES AND DIVERSIFICATION

Maintaining investments in volatile times is a smart way to go when we have LONG TERM financial goals. If we look at the historical profile of successful portfolios, one of the main characteristics common to all of them is the strategy of keeping good assets – and low turnover – in the portfolio, even in moments of extreme turbulence.

  • FIXED INCOME CDI

  • FIXED INCOME IPCA + PRÉ

  • HEDGES

  • CREDIT

  • PRIVATE EQUITY

  • EQUITY

  • LONG ONLY EQUITY

  • LONG BIAS EQUITY

  • REAL ESTATE FUNDS

  • SELECTED ASSET MANAGERS