Brainvest Wealth Management LLC

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Brainvest Wealth Management LLC Overview

Type

Multi Family Office

Year Founded

2003

General Information

Brainvest Wealth Management LLC is a multi-family office headquartered in Geneva, Switzerland. Founded in 2003 by former JPMorgan banker Dany Roizman, the firm advises entrepreneurial families across Switzerland, Brazil and the United States on investment management, estate structuring and governance. Its team integrates liquid and private market allocations, private credit and real assets, providing consolidated reporting and tax coordination for multigenerational stakeholders—supports international families with cross-border investment and succession planning.

Contact Information

Website:

Year Founded:

Investment Focus & Strategy

Open To First Time Funds:

Institution Type:
Multi Family Office

Leadership & Principals

Corporate Office:
São Paulo, Brazil

Portfolio & Notable Allocations

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Brainvest Wealth Management LLC | São Paulo Multi Family Office | Altss