It’s likemum believe that, from the moment you reach an expressive net worth, the resources start to work alone, just receiving the income. However, managing large fortunes requires planning and organization.
According to Luciana Kovacs, Head of Client Strategy at Master Private, a Private client is one with a financial capacity of R$3 million or more, either individually or as a family group. This customer needs a more personalized and close service, with a real focus on their objectives.
With more resources, there are more possibilities for investments and returns can be higher, but several factors can influence the performance of a portfolio, such as the term perspective and willingness to risk.
“Customers now have other options on their product shelf, such as exclusive funds, which offer various benefits in terms of taxation. They are more sophisticated investments, which allow the postponement of taxes, which we call tax deferral. It is also possible that it will offset taxes across different asset classes, as it is within a single investment vehicle. Furthermore, within an exclusive background, it is possible to asset allocationthat is, a more adequate balancing of its assets”, says Kovacs.
The administration of large fortunes – or Wealth Management – it requires a lot of care and attention with a global view of the client and its assets.
“Here at Master Private, we have a qualified team, all certified, with vast experience in the market and who help Private clients to expand their equity and, especially, to perpetuate their legacy”, explains Kovacs.
There are numerous services and opportunities offered, such as access to offers restricted to small groups of investors, access to alternative investments such as FIP, equity investment fund, or FIAGRO, which invests in the agribusiness production chain.
“In addition, we consider all the structures, such as holdingsinvestments offshore and even participation in philanthropic projects, if it makes sense for the family.”, concludes Kovacs.
Do you want to know more about Master Private? Get in touch with the team through the website. Take the opportunity to open your account at Master Private and on Master Corretora and have a personalized service and a highly qualified team to find the solutions that best suit your investor profile.
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Source: CNN Brasil
A journalist with over 7 years of experience in the news industry, currently working at World Stock Market as an author for the Entertainment section and also contributing to the Economics or finance section on a part-time basis. Has a passion for Entertainment and fashion topics, and has put in a lot of research and effort to provide accurate information to readers.
