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Family Office – Main Characteristics of Turim Investimentos


I - OBJECTIVE, IMPARTIAL AND INDEPENDENT ADVISORY

a. Complete absence of conflicts of interests
b. Product and service selection
c. Sophisticated decision-making process
d. Guaranteed confidentiality of received information

II – CREATIVE SOLUTIONS FOR FINANCIAL PROBLEMS

a. Constant analysis of third-party products and services
b. Integration of sophisticated strategic objectives
c. Constant negotiation and monitoring of product and service costs

III – CONSISTENT DELIVERY OF COMPLEX SERVICES

a. Consolidated reports for improved decision making and results monitoring
b. Full transparency of the services offered
c. Measured risks and consistent returns over the long term

IV – ADJUSTMENT IN THE SERVICE OFFER BASED ON FAMILY TYPE
a. Specific objectives for each family
b. Application of financial and strategic planning techniques
c. Long term vision for the family as a whole
d. Team with qualified professionals in different areas

V – ACTIVE PARTICIPATION IN THE FOLLOWING PROGRAMS

a. Junior Achievement (www.jarj.org.br, www.jabrasil.org.br)
b. Millenium Institute (www.institutomillenium.org)