WE ARE JULIUS BAER FAMILY OFFICE
Building on their successful track records in Brazil, the teams from GPS Investimentos and Reliance joined forces to open Julius Baer Family Office, which has now been here for over 20 years, constantly striving to provide the best investment advisory services while acting transparently and totally independently.
Managing wealth responsibly means being true to values and ensuring high quality service to offer the best and most appropriate investment options.
GPS and Reliance are part of Julius Baer Group, which has been a reference in wealth management for over a century with presence in leading financial centers worldwide. These three standout brands joined forces to start Julius Baer Family Office.
As a member of self-regulatory entity ANBIMA and a CVM (Brazilian Securities Commission) authorized trading entity, we assure security and independence while offering business models that enhance our key characteristics: expertise, personalized service, access to the world’s leading financial markets, holistic advice and distinctive services.
Financial wealth management
We provide wealth management advisory services for local and international financial markets while ensuring transparency and security. Our mission is to understand our clients' needs and point to the best options for allocating assets with solid risk control and competitive edge in terms of return on capital.
Private wealth management
We offer exposure to the real economy by investing in private equity, venture capital, structured credit, real estate and infrastructure assets in Brazil and internationally. Our long-term investments are personalized to focus on building a portfolio that matches our client's risk profile and diversify their exposure in terms of managers, geographies, strategies, sectors and crops.
Telephone: +55 (11) 2161 2400 | +55 (11) 3089 9393
Avenue Brigadeiro Faria Lima, 4285, 10º Floor
Itaim Bibi – 04538-133
São Paulo, SP
Rio de Janeiro
Telephone: +55 (21) 3590 2820
Avenue Niemeyer, 02, room 110
Leblon – 22450-220
Rio de Janeiro, RJ
Telephone: +55 (31) 2552 3663
Avenue Getulio Vargas, 258, room 1201
Funcionários – 30112-020
Belo Horizonte, MG