Company profile

Monefica | Wealth Management & Family Office

O Monefica é a ferramenta ideal para você controlar o seu patrimônio, e tomar as decisões financeiras mais inteligentes.

Industry
Financial Services
Employees
19
Headquarters
Florianópolis, Santa Catarina
Founded
2021
LinkedIn followers
1,119
Office locations
1

Monefica | Wealth Management & Family Office company summary

Monefica | Wealth Management & Family Office is a company in the Financial Services industry, headquartered in Florianópolis, Santa Catarina, founded in 2021. On LinkedIn the company has around 19 employees and 1,119 followers. Its listed specialties include Wealth Management, Carteiras administradas, Planejamento sucessório., Family Office​, Consultoria Tributária.

What technology does Monefica | Wealth Management & Family Office use?

No technologies detected yet. Warmrank rechecks company websites on a rolling basis.

About Monefica | Wealth Management & Family Office

Somos uma gestora de investimentos com DNA voltado à estruturação e perpetuação do patrimônio familiar. Atuamos com uma visão holística e independente no modelo Family Office, integrando gestão patrimonial personalizada, planejamento financeiro, governança e sucessão. Nosso modelo de remuneração por fee fixo elimina comissões e conflitos de interesse, garantindo total alinhamento com os objetivos do cliente. Entregamos resultados consistentes, com segurança, controle e visão de longo prazo para famílias de alta renda.

Specialties

Wealth ManagementCarteiras administradasPlanejamento sucessório.Family Office​Consultoria TributáriaSeguros e Previdência PrivadaAlocação DiversificadaGestão de Ativos InternacionaisConsultoria em InvestimentosGestão de Renda Fixa e VariávelGestão de Imóveis e Bensinvestimentos

Where is Monefica | Wealth Management & Family Office located?

Monefica | Wealth Management & Family Office lists 1 location.

Florianópolis, Santa Catarina, BRHQ
Rod. José Carlos Daux, n° 4150 - 3° andar, Sala 2 - Saco Grande, Florianópolis - SC, 88032-005

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Frequently asked questions about Monefica | Wealth Management & Family Office

What does Monefica | Wealth Management & Family Office do?

Somos uma gestora de investimentos com DNA voltado à estruturação e perpetuação do patrimônio familiar. Atuamos com uma visão holística e independente no modelo Family Office, integrando gestão patrimonial personalizada, planejamento financeiro, governança e sucessão. Nosso modelo de remuneração por fee fixo elimina comissões e conflitos de interesse, garantindo total alinhamento com os objetivos do cliente. Entregamos resultados consistentes, com segurança, controle e visão de longo prazo para famílias de alta renda.

How many employees does Monefica | Wealth Management & Family Office have?

Monefica | Wealth Management & Family Office has around 19 employees on LinkedIn.

Where is Monefica | Wealth Management & Family Office headquartered?

Monefica | Wealth Management & Family Office is headquartered in Florianópolis, Santa Catarina.

When was Monefica | Wealth Management & Family Office founded?

Monefica | Wealth Management & Family Office was founded in 2021.

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