Bank / Wealth / Trust

Updated:

Triar

Triar is a wealth manager based in Sao Paulo, Brazil. It manages approximately $437.21 million in assets, primarily serving clients in Latin America and the...

Triar logo

Triar

Triar is a wealth manager based in Sao Paulo, Brazil. It manages approximately $437.21 million in assets, primarily serving clients in Latin America and the Caribbean.

General information

Firm type

Bank / Wealth / Trust

Year founded

AUM

Undisclosed

Location

Region

Latin America

Country

Brazil

City

Sao Paulo

Corporate office

Sao Paulo, Brazil

Frequently asked questions

Is Triar a single-family office or a multi-family office?

Triar operates as a multi-family office and wealth management platform serving multiple high-net-worth families, rather than managing the capital of a single founding family. The firm aggregates client assets to negotiate institutional access and structure bespoke investment solutions, a model that distinguishes it from single-family offices tied to one wealth origin.

How does Triar source private-market investment opportunities for its clients?

Triar sources private equity, venture capital, real estate, and credit opportunities through a network of Brazilian and international fund managers, emphasizing direct co-investments and fund commitments. The multi-family platform structure allows it to aggregate client demand and access vehicles that individual families could not typically access on their own due to high minimums or relationship constraints.

What investment strategies does Triar deploy across client portfolios?

The firm constructs portfolios spanning liquid public-market strategies, private equity, venture capital, real estate, and credit, with an open-architecture approach that blends local Brazilian expertise with global alternatives exposure. Allocation decisions are tailored to each family's liquidity requirements, tax situation, and multi-generational objectives.

Does Triar disclose its assets under management or advisory?

No. Triar does not publicly disclose assets under management or advisory figures. The firm maintains a low public profile, consistent with the confidentiality norms of Brazilian multi-family offices serving private wealth.

Where is Triar based, and does it have offices outside Brazil?

Triar is headquartered in São Paulo, Brazil. No additional offices or international presences are publicly confirmed, though the firm's investment sourcing extends to global fund managers and cross-border structures to serve client diversification needs.

Profile maintained by 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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