It's about clarity of decision-making, responsibility over time, and consistency between assets, purpose, and continuity.
At Investis Family Office, governance exists to ensure that every relevant decision respects the multi-generational horizon, preserves the structural integrity of family assets, and maintains absolute clarity between the private, institutional, and external environments.
In this context, governing means ensuring that time is an ally—never a risk.
1. Decisions.
Clear criteria, defined processes, and ongoing accountability.
2. Continuity.
Heritage preservation guided by a multi-generational perspective.
3. Capital.
Organization, protection, and strategic direction of assets.
4. Heritage education.
Awareness, preparedness, and intergenerational alignment.
5. Intergenerational responsibility
Every decision takes into account its impacts on the present and future generations.
Investis Family Office operates under strict legal and regulatory standards.
The name Investis Family Office is used under the structure of Investis Capital Investimentos e Serviços Ltda, a company accredited by the Brazilian Securities and Exchange Commission – CVM (CVM Resolution No. 19/2021).
The assets always remain in the custody of duly authorized financial institutions.
Ethical, independent, and structured performance.
Clear separation between family wealth governance and external structures.
Absence of custody, intermediation, or transit of financial resources.
Full compliance with the rules of the CVM and other regulatory bodies.
Institutional and documentary transparency.
Governance, compliance, and regulatory compliance policies, as well as applicable institutional documents, can be accessed here.
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.
