The GWM Partners team, both Latam and abroad, is fully prepared to conduct a comprehensive assessment of clients’ financial situations and recommend the most efficient allocation of resources, the best tax structure, and, if necessary, succession planning.
We have a dedicated team in Brazil to assist clients in building a portfolio with the best local solutions and asset managers.
Whether in Fixed Income, Funds, Stock Market, or Futures, our São Paulo-based team has deep expertise to help clients make the most of the local market.
A key area of expertise at GWM Partners, we have extensive experience in structuring offshore wealth-holding companies and allocating assets internationally for over two decades.
The GWM Pro platform, developed in partnership with BCP Global, is the ideal solution for those looking to access and invest in the global market from the palm of their hand.
Clients can allocate their funds in portfolios tailored to their profiles, managed by the world’s leading investment firms.
GWM Partners assists clients who own businesses, farms, or real estate in structuring financing solutions through the best partners in local and international markets.
We partner with top private pension fund managers—an essential asset class for clients requiring comprehensive wealth and tax planning.
Additionally, we collaborate with outstanding exclusive fund managers, which, despite regulatory changes, remain valuable tools for specific family and client needs.
