/ Time guides our decisions
Where time is given direction.
Private Family Governance
Private Family Governance
Investis Family Office is a private structure dedicated to the governance and long-term continuity of family wealth. Our approach is guided by clarity, protection and long-term responsibility.
Family governance takes place in a private, protected and discreet environment. External initiatives, when applicable, are conducted through institutionally segregated structures.
Click on the items to learn more.
Our patrimonial architecture is intentional, discreet and segregated.
Each role has its place.
Each decision has its horizon.
Bela Cintra Street, 904 - Suite 22 - Bela Vista, São Paulo/SP - 01415-000
+55 11 3090-6594
Accredited company
/ LEGAL NOTICE
INVESTIS FAMILY OFFICE is the trade name used by Investis Capital Investimentos e Serviços Ltda, a private legal entity, registered under CNPJ No. 29.685.570/0001-44, duly accredited with the Securities and Exchange Commission (CVM), pursuant to CVM Resolution No. 19/2021, for the exercise of securities consulting activities.
Investis Family Office operates within the context of a private family wealth governance structure (Single Family Office), dedicated to the organization, protection, and strategic direction of family assets. It is not characterized as a public offering of financial products or services, nor as a fundraising effort from third parties.
Any external involvement, when it exists, occurs exclusively through legally and institutionally segregated structures, with their own independent identities.
The financial resources under guidance never pass through Investis Capital, being held and managed directly with financial institutions duly authorized by the Central Bank of Brazil and the Securities and Exchange Commission, in accordance with current legislation.
The governance, compliance, and regulatory compliance policies can be found at: https://investis.com.br/governanca-e-compliance
Meaningful decisions
Decisions that shape family wealth are made with structure, prudence and a long-term vision, ensuring coherence between investments, businesses and family values.
Capital continuity
We organize and protect heritage so that it remains solid and sustainable over generations, preserving its ability to generate prosperity and future opportunities.
Family alignment
We cultivate dialogue and clarity between family members, ensuring that patrimonial and strategic decisions respect principles, purpose and common interests.
Intergenerational responsibility
Preparing the next generations is an essential part of family governance, transmitting not only heritage, but also values, knowledge and responsibility for the legacy built.