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Carteira Global

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Brazil

Founded in

2018 (7 Years)

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Company Information

Get to know Carteira Global

Founded in 2011, Carteira Global is an independent wealth management firm (Multi-Family Office) based in Brazil. The company focuses on providing personalized financial and investment advisory services, asset allocation, succession planning, and consolidated wealth reporting for a select group of high-net-worth families. Its mission is to preserve and grow clients' wealth across generations through unbiased advice, as it is not affiliated with any single financial institution, allowing it to recommend a wide range of market products. The firm is regulated by the Brazilian Securities and Exchange Commission (CVM).

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  • Financial Wealth ManagementPRIMARY
  • Financial Other Service

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