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Multi-Family Office

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Legend Wealth Management

Legend Wealth Management is a multi-family office headquartered in São Paulo, Brazil. Founded in 2020, the partnership provides integrated wealth management,...

Overview

Legend Wealth Management is a multi-family office headquartered in São Paulo, Brazil. Founded in 2020, the partnership provides integrated wealth management, investment advisory and corporate finance solutions to entrepreneurial families, drawing on partners’ experience across private banking, asset management and capital markets. Its team consolidates global portfolios, designs succession structures and coordinates M&A and capital markets transactions for privately held businesses, aiming to preserve and expand multi-generational wealth.

General information

Firm type

Multi Family Office

Year founded

2025

Location

Region

South America

Country

Brazil

City

Sao Paulo

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