Family office services from BTG Pactual.
BTG Pactual offers family-office services within its wealth-management business, combining tailored investment portfolios with wealth, succession and family-governance planning. Its official family-office page names BTG Pactual Gestão e Consultoria de Investimentos Ltda. in its regulatory-document section. Families should confirm the entity and responsibilities applicable to each part of their engagement.
The family-office investment process considers opportunities in Brazil and international markets and implements structures or vehicles around the client’s objectives. Its ongoing service includes personalised consolidated investment reports, used to examine positions, asset concentration, portfolio risks and potential opportunities. Confirm which external accounts and non-financial assets can be included, the valuation frequency and responsibility for supplied data.
The wider wealth-management platform describes global portfolio expertise and an open-architecture approach. Wealth planning covers the organisation of global assets and tax-related structuring, while the family-office proposition expressly includes succession planning, tax planning and family education. Impact-investment opportunities address areas such as health, education, sanitation, housing, sustainable agriculture and renewable energy in Latin America. Suitability, legal structure and expected impact require investment-specific review.
The wealth page reports R$1.3 trillion in wealth under management for the second quarter of 2026, alongside 24 offices and more than 530 professionals. These are dated figures for the wealth business, not a current family-office asset total or the group’s entire employee count. Its history dates Pactual’s founding to 1983 and the start of wealth-management activities to 1990.
The bank’s official governance page identifies Roberto Balls Sallouti as CEO, Renato Hermann Cohn as CFO and Investor Relations Officer, and André Santos Esteves as Chairman. These are bank leadership roles, not evidence that those individuals personally lead every family-office mandate.
The wealth business publishes a São Paulo contact at Av. Brigadeiro Faria Lima, 3477, 14th floor, São Paulo, SP 04538-133, Brazil, telephone +55 11 3383 2000. Prospective clients can use the dedicated wealth-management contact route to discuss objectives, investment discretion, reporting coverage, jurisdictions and advisory responsibilities. The reviewed pages do not establish a numerical entry minimum or a standard fee; request applicable terms rather than assuming a specific wealth threshold.
Yes, for ultra-high-net-worth Brazilian families.
Yes. It considers holdings at other banks and real assets.
Euromoney named it Latin America's best for family office services in 2026.
Current service sources: wealth; family; team. Reviewed 1 November 2026.
Strengths. Major Latin American investment bank; Euromoney 2026 LatAm family office award; Looks at total family assets.
Watch-outs. Confirm contracting entities and jurisdiction-specific responsibilities; Reporting coverage depends on available account and valuation data; Q2 2026 wealth-business scale is not current family-office AUM; Fees and entry requirements need direct confirmation; Investment outcomes and tax results are not guaranteed.
Built for Private Wealth Owners / Principals, Single Family Office (SFO), Multi Family Office (MFO).
Families and individuals evaluating integrated wealth and family-office services with Brazilian and international investment needs. Confirm the contracting entity, jurisdiction, investment mandate and reporting coverage.
Use https://www.btgpactual.com/wealth-management/contato or the published São Paulo wealth contact, +55 11 3383 2000. Agree the relationship team, reporting frequency and data responsibilities.
Discuss family objectives, risk profile, entities and jurisdictions. Agree investment discretion, structures, reporting coverage, data sources, fees and responsibilities for legal and tax advice.
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