Wealth Planning


Porto de Galinhas, PE

Our Wealth Planning team at UBS Pactual strives to provide innovative, high-quality solutions in wealth management, aiming to build a long-lasting, personal relationship with you. Our Wealth Planning professionals rely on the expertise of a global bank, which allows an analysis of the client’s wealth independently of the place of residence of the client and his family, making solutions tailored to your reality possible.

With the help of our specialists, you can adopt a wealth management strategy, having as mainstays: succession planning, tributary efficiency and optimization and agility in the global management of your wealth. The juncture of expertise in the financial market and legal information in an integrated manner provides the construction of better structures.

Based on an analysis of the needs and personal interests of each client, the wealth planning specialists at UBS Pactual design a strategy plan, proposing viable solutions to make wealth management more agile, efficient and in conformity with the goals set for each individual or family.

Help in the identification of potential opportunities, having in mind the legislation in force. We keep you up-to-date on important changes in Brazilian legislation and regulations that may have an impact on the management of your wealth.
Area exclusively aimed at meeting the needs of the client. This area may propose innovative, customized suggestions to each client or family, acting together with the client’s independent lawyer, if desired.
Help in measuring the financial impact of any planning alternatives studied.