Wealth Management

Independent, diligent, responsible and strategic

Who We Are

Established in 2020, we are an independent Asset and Wealth Management Company. Our mission is to provide financial peace of mind to our clients, so they can focus their energy on what matters most to them.

Our Way

We are not linked to any financial institution. We are fully aligned with the client's needs. What is best for the client is best for us.

With an experienced and qualified team, we have expertise in managing, protecting and expanding clients' assets. Financial, tax and succession planning are an inseparable part of our work.

The strategies are customized according to each client's profile and objectives. We have access to sophisticated products, generally restricted to institutional investors.

Our People

Fabrício Lessa

Felipe Sampaio

Guilherme Magalhães

Giovanni Di Pasquale

Paulo Fernando Tupinambá

Rafael Augusto Gonçalves

Vicente Matheus Zuffo

Someone’s sitting in the shade today because someone
planted a tree a long time ago. Warren Buffett

Services

Financial and Retirement Planning

Definition of objectives and financial strategy to achieve them.

Investments Management

Definition and execution of the most appropriate strategy for each client, with different asset classes. Diversification across different financial institutions and geographies.

Succession Planning

Most efficient definition of how to transfer wealth to the next generation.

Asset Consolidation

Complete asset assessment and visualization - financial assets, real estate, corporate interests - and their evolution over time.

Philosophy

Excellence

Our allocations seek not only the best assets, but also the best way and time to invest. We avoid allocation inefficiencies. We minimize intermediaries. We are constantly looking for new products that are suitable and add value for our clients.

Alignment

Commissions from invested products are returned to clients. We avoid perverse incentives. Ethics first.

Holistic Vision

We value cultivating a relationship of trust and closeness with our clients. The most appropriate investment portfolio involves understanding the different nuances of each person's life.

Contact

Stop wasting time on money and let your money work for you, with our support.

Focus on what really matters.

Chess Capital
Rua Helena, 140 | Sala 111 | Vila Olímpia
São Paulo, SP, Brasil | 04552-050

institucional@chess.capital