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WE ARE AWARE INVESTMENTS
MULTI FAMILY OFFICE

It is not an easy task to build patrimony. Managing it, then demands time and knowledge. We have an experienced team and an independent platform to offer customized solutions for financial planning and global and diversified administration of the family’s patrimony.

Since our foundation, we are the best option in the Family Office segment. We have as our principles trust, impartiality, and transparency. Pillars through which we reach our goals to assure satisfactory returns for the maintenance of patrimony in the long-term and perpetuation of wealth.

The investor’s challenge to assure a great future for his/her family members is our work’s purpose.

What we do

FINANCIAL ASSETS MANAGEMENT

We seek to understand the financial goals and individual needs of each family. After all, the reality and objectives are different, most of the time. Once the diagnosis is performed, we offer a customized solution with the best options of financial assets and diversification both geographical and by investment type. This translates into more safety and profitability for your patrimony.

What we do

FAMILY AND SUCCESSION PATRIMONY PLANNING

Assets management is not the only need of a family. There is the moment when the accumulated assets need to be transferred to the heirs. We, from AWARE INVESTMENTS, also offer financial patrimony management in a complete and integrated form. Our planning includes from allocation definition to the distribution to the next generations. It is noteworthy that AWARE INVESTMENTS do not give opinions or consulting on legal, tax, or accounting topics, but it has and recommends consolidated professional partners, specialists in each topic needed.

What we do

OPERATIONAL AND CONTROL STRUCTURE

All balances sheets are consolidated and reconciled in an independent system, which offers: - More safety - More agility - Greater effectiveness in presenting results - Greater flexibility

What we do

Golden Visa

Have you ever thought of living in Portugal as an investor? This is possible through the Golden Visa, a residence permit for investment activities for people from countries outside the European Union, granted through investment, business or real estate. If you want to understand how the program works, what the conditions and requirements are, contact us! We are in Portugal and can give you all the advice to speed up the process.

What we do

Concierge

We offer our Portuguese, Swiss and international clients a wide range of concierge services. We are able to support them from efficient concierge, secretarial and administrative services related to transfers, or simply the visit to and from these countries. We also assist in the process of obtaining a residence permit and visa applications, as well as property rental in Portugal and Switzerland.

What we do

SERVICE

Besides offering our expertise in Financial and Asset Planning, Succession Planning Coordination, and support to investments in Brazil’s and international financial markets. We support tailor-made solutions according to financial objectives, projects, and individual needs. AWARE INVESTMENTS has a technology team and consolidation platforms that allow us to assure the confidentiality and safety of every information we handle.

Loyalty
Competence
Independence
Confidentiality

Independent resources manager, unrelated to any other financial institutions, AWARE Investments has as its main competence the global and diversified management of family patrimony, aiming as its long-term maintenance and perpetuation of wealth.