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Julius Baer Family Office
Julius Baer Family Office was founded in 2016 in Sao Paulo. It draws from the Julius Baer Group banking heritage dating to 1890 and focuses on advising...
Julius Baer Family Office
Julius Baer Family Office was founded in 2016 in Sao Paulo. It draws from the Julius Baer Group banking heritage dating to 1890 and focuses on advising entrepreneurial families. The firm covers buyout, growth and venture capital stages. It uses direct co-investments, SPVs, fund of funds, hedge funds, private credit, private equity, real estate, infrastructure and natural resources. Confirmed geographies span Africa, Asia, Europe, the Middle East, North America and South America. AUM stands at approximately 8B USD per internal records. No additional offices or team size figures are stated. No dated operational events from the last 24 months appear in available sources. The structure links a Brazilian multi-family office to a long-established Swiss banking parent, creating a cross-border advisory platform for families seeking both local and international allocation.
General information
Firm type
Multi Family Office
Year founded
2016
AUM
8B (Altss estimate)
Location
Region
South America
Country
Brazil
City
Sao Paulo
Corporate office
Sao Paulo, SP, Brazil
Sector focus
Frequently asked questions
Who runs investment decisions at Julius Baer Family Office?
No named principals or CIO appear in public sources. Investment decisions follow the multi-family office mandate for wealth preservation and global structuring.
Does Julius Baer Family Office participate in fund commitments or only direct deals?
The firm uses both fund of funds and direct co-investments or SPVs alongside other structures such as private equity and hedge funds.
What investment stages does Julius Baer Family Office typically target?
Confirmed stages include buyout, growth and venture capital.
Where does the underlying wealth come from?
The office serves Brazilian and international entrepreneurial families and originates from the Swiss private banking heritage of Julius Baer Group.
What is Julius Baer Family Office's known posture on co-investments alongside external GPs?
Direct co-investments and SPVs form part of the documented investment types.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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