Bevas Wealth Management

Bevas Wealth Management (Bevas WM) is an independent multi-family office with extensive experience in investments in Brazil and abroad. The company combines its expertise in the financial market with clients’ long-term needs to create tailor-made solutions. It carries out the wealth management process with consolidated and customizable reports, succession planning, financial planning, and a highly specialized team.

“As we understand that investors don’t have enough time or expertise to manage their wealth, we are on a mission to transform the asset management of large families in Brazil, helping them to perpetuate their legacy,” says Paulo Bessa, Managing Partner at Bevas WM. “We believe that our independence is our biggest differentiator; we have a single business that is to provide the best solution for the family that we serve according to their interests.”

In addition to its independence— which allows Bevas WM to work in the interests of the family—the company has 20 years of experience with high-end investors.

The company is often able to anticipate investor demands by understanding what stage clients are in their equity life.

The focused work on proximity and understanding customer needs is embedded in Bevas WM’s DNA. The company is always looking for the best solution aimed at the economic benefit of the investor. The relationship effectively results in a management adherent to the investor’s profile. This is the reason that the company focuses on UHNW families, which allows them to work on the tailor-made concept.

The foundation of Bevas WM’s work is developed through the knowledge of the investor’s profile. The company offers a database for proprietary asset allocation with personalization, modernity, and agility, along with clients’ investment strategies.

As an example, a customer wanted to purchase an aircraft but did not know which model and how to proceed with the purchase process. In this case, Bevas WM contacted a manufacturer who understood the customer’s best option. Bevas WM did all the financial structuring and organization for tax optimization for the import of the good.

“In Brazil, our sector is at an important juncture. We believe we are prepared to occupy spaces in the sector and especially in the segment in which we operate,” says Pedro Vasconcelos, Managing Partner at Bevas WM.