Our mission
Total quality in customer service for Individuals or Companies seeking international diversification of their Investment Portfolio and everything that involves the offshore world: Exchange operations, asset shielding and tax planning.
Our services
Diversification of the Portfolio in Hard Currency
It is essential to diversify country and currency risk (invest in strong currency) in countries with fiscal, political and legal stability.
There are thousands of opportunities on the biggest stock exchanges in the world and in multinational companies.
For this, we have the paths in several jurisdictions.
Exchange
We have direct access to several trading desks at brokers and foreign exchange banks, guaranteeing the lowest price and greater agility.
Tax Planning
Tax planning is an indispensable instrument for business activity, and the use of offshore companies, located in countries with favorable taxation, is one of the main instruments of this planning when at an international level.
This applies to individuals or legal entities.
For this, a specialist in international taxes is necessary, to know jurisdiction, type of company, etc.
Succession Planning
An offshore company can be an important instrument in your Succession Planning.
There are quite considerable differences when the objectives are just inheritance or tax efficiency, as well as whether the type of asset abroad is financial assets, real estate or movable.
Therefore, in order to verify the importance of this type of instrument, an in-depth assessment of the family’s assets and objectives by a specialist is necessary.
Our arm in Panama
Founding Partners
Marco Fuoco Júnior
He has more than 10 years of experience in the Capital markets, of which 7 years as an expatriate (Bahamas, Curaçao, Europe).
He began his career at HSBC Investment Bank, followed by a long career at Credit Suisse (formerly Banco Garantia) and LOM
Bahamas (Broker Dealer) .
He has a degree in Business Administration from Florida C. University (USA).
Gilvam Rudge Filho
Experience in financial institutions on the stock exchange in Brazil, New York and Chicago – USA, and London – United Kingdom, with more than 15 years of experience as a Private Banker, Broker and Financial Advisor.
He worked as a futures market broker at ICAP Brasil, and as an institutional financial advisor at Banco Wells Fargo Private, specializing in Offshore funds and structured products.
Graduated in International Relations from FAAP.
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