Our raison d’être is to value legacies, delivering results towards the economic future of families.

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Future on your side

There are those who, in a given moment in their life, realize they have changed in their perception of time. In the past, they invested with dedication and discipline to build what is most important for them: family, estate, and legacy. Now, the present must provide them with the time to enjoy such values. And what is the role of the future? To preserve that which has been built so that such values are perpetuated over time.
This is what we believe in. We work as independent curators with a single criterium: the individual strategy of each client. There are no two families alike, nor is there an investment portfolio for every purpose. We dedicate our time to understanding your history and, with mastery, to perpetuate in the future what is more important to you.

Experiência
concierge

We know that a large estate demands more complex challenges, in Brazil and abroad.

We are here to assist you in navigating such matters and to provide support for the family’s needs.

Safety

We work with the most important banks and brokers in Brazil and around the world to service you in the best way possible.

Your estate is managed under your name in whatever financial institution your family chooses

Systemic estate
overview

We have devised service solutions that go way beyond the management of your investments.

We know that you have tax, succession, and retirement needs, as well as several other financial needs. That is why we are here to provide you with a systemic overview of the family’s estate, regardless of where it is located.

Consultancy

We are more than an asset manager. We are a multi-family office.

As such, we meet the financial needs of your family with the consultancy of a financial maestro with over 42 years of experience. From real estate deals to succession planning, we offer the best financial expertise available in the market.

Portfolio
Management

We build financial solutions that meet your overall reality. 

Between fixed income, securities and alternative assets worldwide, we seek to assemble an investment portfolio shaped around what is most important to you.

Asset

The best custom-made solutions to meet your single needs and particularities

The asset manager is one of the ways in which AMB’s maestros can elaborate strategies to optimize your family’s tax, succession, and financial aspects. If there is no solution available in the market, we create one. Anything to service you better.

Planning the future to build a legacy

We are specialists in wealth management

We take care of what your family has built throughout a lifetime. We understand this responsibility, recognize the value of a legacy, and the power of time.
mari-dani

Financial
seniority

Professionals with extensive experience ensuring your plans progress in the smartest and most strategic way possible.

Purpose

Preserving in the future what is more
important for each family.
bira-marcelo-cliente
For over 15 years we have been acting independently from the interests of banks and financial institutions. We do not live off of the sale of financial products or “market moments”. We truly prosper together with our clients’ progress, measuring success through goals achieved and futures protected.

All this with the refinement of an institution which has hold the same principles for over a decade.
What happens to our clients is more important than any decision. We know that, for them, the peace of mind of well-slept nights is worth more than some percentage points in a risky operation. Therefore, we are transparent and loyal, always seeking the continued commitment to long-term interests.
The estate accumulated over a lifetime cannot be managed dilettantes. It must, indeed, be carefully protected by the experience of those who know exactly what they are doing. Just like a maestro who conducts dozens of musicians, we have the required expertise to elaborate financial strategies that sound like an opera to families who wish to perpetuate their estate.

Our team

As an orchestra, our team works harmoniously so that, like a musical note, each decision makes sense to you.

Mariane Bechert

Founding Partner and Executive Director

mariane@ambfamilyoffice.com.br

Ubirajara Vieira

CFP – Diretor Executivo

bira@ambfamilyoffice.com.br

Daniel Azevedo

Financial Consultant + CGA

daniel@ambfamilyoffice.com.br

Igor Mayer dos Santos

Back Office

igor@ambfamilyoffice.com.br

The refinement of who is and has always been independent.

Modern like those who face the future head on.

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