Skip to content

Solutions

A perspective for decisions that do not fit in a single account.

We bring together workstreams that need to speak to one another—wealth, investments, time, risk, currency and family context.

Workstreams

Gulfstream's complete ecosystem.

The scope of every relationship is defined before engagement and respects the applicable regulatory responsibilities.

01

Individual and Corporate Investments

Personalized recommendations for individuals and legal entities.

02

Wealth Planning

Geographic diversification and capital protection with a long-term perspective.

03

Private Pension Planning

Long-term strategies with tax and succession efficiency.

04

Succession Planning

Multigenerational wealth structuring aligned with applicable legislation.

05

International Investments

Access to global markets with macroeconomic insight and careful selection.

06

Offshore Structuring

Recommendations for establishing and operating international structures.

07

Foreign Exchange

Analysis of currency exposure and guidance for international transactions.

08

Financial Protection

An assessment of wealth protection and risk-mitigation needs.

Platforms and institutions

Choices not tied to a single shelf.

The institutions below are presented as market references. The suitability of any alternative depends on the applicable context and engagement.

Private Banks · International

J.P. MorganPrivate Bank
Goldman SachsWealth
Morgan StanleyInternational
UBSPrivate Bank
CitiPrivate Bank
PictetGeneva Wealth

Private Banks · Brazil

ItaúPrivate
BradescoPrime
SantanderSelect
SafraPrivate
Banco do BrasilPrivate
BTG PactualInvestment Bank

Platforms and Brokers

XP InvestimentosDistribution
Inter InvestDigital platform
Interactive BrokersGlobal platform
AvenueInternational
Banco ArbiForeign exchange

Asset Managers

BlackRockAsset manager
Par CapitalAsset manager

Next step

Understand which workstreams make sense for you.

By-appointment service. An initial conversation is complimentary and helps determine whether it makes sense to proceed.

Schedule a conversation