Maxiplan Background & Overview Overview

General Information

Maxiplan is a multi-family office headquartered in Santa Catarina. The firm provides investment management, comprehensive family wealth oversight, and advisory services to affluent families seeking tailored solutions for their financial and legacy needs. With a focus on confidentiality and alignment of interests, Maxiplan supports clients in preserving and growing their assets—offers integrated strategies across asset classes, estate planning, and governance to address complex family office requirements.