Disconnected investments
Portfolio decisions made at different moments, with no connection to the wealth as a whole.
01
Wealth & Beyond,
beyond the obvious.
A comprehensive wealth consultancy that helps you structure, organize, truly protect and grow your wealth above the market average, and beyond the traditional barriers.
Request your Diagnostic.
A strategic, confidential analysis of your wealth landscape in Brazil and abroad.
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The ideal wealth plan to live well and with clarity.
Global Diversification
Brazil & abroad
Structured Succession
Holdings & offshore
Wealth with method.
Montvenue brings together strategy, investments, succession, credit and global structures, a 360° wealth consultancy for families and entrepreneurs who think in decades.
01Brazil Investments
02Global Investments
03International Accounts
04Swiss Lombard Loan
05Smart Foreign Exchange
06Wealth Planning
07Structured Funding
08Above-Average Fixed Income
09Equities
10Private Credit
11Insurance
12Leverage
13Asset Protection
14Hard-Currency Protection
15Health & Quality of Life
16Returns & Performance
17Holdings & Offshore
01Brazil Investments
02Global Investments
03International Accounts
04Swiss Lombard Loan
05Smart Foreign Exchange
06Wealth Planning
07Structured Funding
08Above-Average Fixed Income
09Equities
10Private Credit
11Insurance
12Leverage
13Asset Protection
14Hard-Currency Protection
15Health & Quality of Life
16Returns & Performance
17Holdings & Offshore
The starting point
Your wealth shouldn't
depend on
scattered decisions.
Most people treat investments, credit, insurance, succession, foreign exchange, family wealth and international structures as separate decisions. The result is a fragmented financial life, with missed opportunities, hidden risks and little clarity about the future.
Too many products, no strategy
Products scattered across multiple institutions, with no criteria, hierarchy or purpose.
02
Lack of wealth protection
Personal, family and business risks left unaddressed, exposing what has already been built.
03
No succession planning
Wealth with no clear rules for transfer, creating conflict, tax loss and future fragmentation.
04
Who Montvenue is
More than investments.
A complete wealth architecture.
Montvenue was created to integrate every dimension of your wealth into one clear, sophisticated and personalized strategy. We work on organizing, protecting, expanding, internationalizing and perpetuating wealth for individuals, families and entrepreneurs at every stage of wealth building.
From the first portfolio to succession planning. From Brazil to abroad. From today's wealth to the riches still to be built.
Build
Wealth building
Investments, fixed income, equities, funds, global portfolios and growth strategies.
Solutions
Everything that touches your wealth,
under one strategic roof.
Montvenue brings together advisory, curation and access to domestic and international wealth solutions, always weighing each client's profile, objectives, risks, liquidity and time horizon.
Brazil and Global
Investments
8 solutions organized by profile, objectives and wealth suitability.
What it is
Access to fixed-income opportunities in Brazil: bonds, funds and selected strategies matched to the client's profile, term and objective.
Advantage
Helps build predictability, capital preservation and income generation with greater organization.
Service plans
An advisory for every stage of your wealth journey.
Montvenue serves clients at different stages of wealth building, expansion and sophistication.
Montvenue
Standard
To begin with method
Designed for
Up to R$ 100k
For those beginning to organize and build wealth with greater method, clarity and guidance.
- Financial organization
- First investments
- Family protection
- Consortiums
- Pension plans
- Building a wealth foundation
Montvenue
Premium
A growing strategy
Designed for
From R$ 500k
For those who already have growing wealth and want a more robust, diversified and intelligent strategy.
- Investment portfolio
- Brazil and global diversification
- Insurance
- Pension plans
- Foreign exchange
- Smart credit
- Wealth planning
Advanced solution
Montvenue
Private
Complete wealth planning
Designed for
From R$ 1 million
For entrepreneurs, families and investors who need complete wealth planning, international structures and sophisticated solutions.
- Complete wealth planning
- Offshore
- Holdings
- Succession
- Banking private
- Lombard Loan
- Sophisticated credit
- Structured funds
Differentiators
Why Montvenue is different
01
360° vision
We don't look only at investments. We look at wealth, family, business, risks, liquidity, succession, credit, protection and the future.
02
Curated solutions
We connect clients to a range of financial and wealth solutions, without limiting the strategy to a single institution or banking shelf.
03
Brazil and abroad
We integrate domestic and international opportunities for clients who want to diversify, protect and expand wealth across different markets and currencies.
04
Strategy before product
Before any solution, we understand each client's circumstances, objectives, profile, risks and wealth structure.
05
Sophistication with clarity
We translate complex structures into decisions you can understand, so you keep more control and confidence over your wealth.
06
The ACG ecosystem
Montvenue is part of ACG | Alsant Corp Group, a business ecosystem that unites strategy, technology, capital, creative intelligence and long-term vision.
Brazil to the world
From Brazil to the world.
From wealth to legacy.
Montvenue connects clients to wealth opportunities, structures and solutions in Brazil and international markets, expanding possibilities for diversification, currency protection, financial mobility and global planning.
Strategic hubs
International presence
01
Brazil
São Paulo · Hub
02
United States
NY · Miami
03
Panama
Panama City
04
Uruguay
Montevideo
05
United Kingdom
London
06
Switzerland
Geneva · Zurich
07
Europe
Lisbon · Madrid
08
Dubai
DIFC
09
Abu Dhabi
ADGM
10
Hong Kong
Central
11
Singapore
Marina Bay
How it works
How the Montvenue experience works
- 01
Wealth Diagnostic
We understand your income, wealth, investments, debts, risks, objectives, family structure, business structure and future plans.
- 02
Opportunity Map
We identify areas for improvement, hidden risks and opportunities for diversification, protection, credit, succession and internationalization.
- 03
Personalized Strategy
We build a wealth strategy aligned with your profile, stage of life and level of complexity.
- 04
Access to Solutions
We connect you to investments, insurance, pensions, foreign exchange, banking, credit, wealth structures and global solutions.
- 05
Ongoing Stewardship
We follow your wealth as it evolves, adjusting the strategy as your life, the market and your objectives change.
01
Wealthwithoutstrategyfragments.
02
Investmentswithoutvisionbecomebets.
03
Growthwithoutprotectionincreasesrisk.
04
Successionwithoutplanningcreatesconflict.
Montvenue exists to guide your wealth with clarity, sophistication and global vision.
Wealth Diagnostic
Your wealth needs
direction.
Build, protect and expand your wealth with a complete, integrated and global strategy.
01Diagnostic within 72 hours
02Analysis under NDA and full confidentiality
03Personalized advisory service
04Integrated view of Brazil and abroad
Every meaningful wealth decision begins with clarity.
Montvenue · Wealth & Beyond
Responsibility
Strategy with responsibility
Montvenue operates with an advisory approach, weighing the profile, objectives, time horizon, liquidity, risks and suitability of each solution. Every meaningful wealth decision should be analyzed with care, especially when it involves investments, credit, international structures, succession, insurance or tax planning.
Investments involve risk. Past performance is no guarantee of future results. The solutions presented depend on individual analysis, the client's profile, eligibility, applicable legislation and wealth suitability.
Wealth & Beyond
Yourwealthneeds direction.
Build, protect and expand your wealth with a complete, integrated and global strategy.