What is Legend Wealth?
Legend Wealth is a business intelligence house that understands and respects each journey. With a strong focus on investment advising, this independent and global group respects every story and tailors relationships to dynamic, real needs. The project embraces a range of specialized solutions from portfolio construction and management to risk management and global portfolio consolidation. It’s all about creating a personalized, transparent approach designed with a keen eye on long-term wealth strategies… always keeping a human touch in a fast-paced financial world.
Main Benefits and Key Figures
Legend Wealth’s core strengths are reflected in various impressive benefits and figures that set it apart:
- Investment Solutions encompassing portfolio construction and management, risk management, global portfolio consolidation, and investment in both liquid and illiquid assets.
- Corporate Solutions that include real estate assets, equity participations, strategic and advisory support, mergers and acquisitions, as well as capital market operations such as debt issuances and IPOs.
- Family Solutions focusing on wealth and succession planning, family governance, education of future generations, and family office structuring.
- Specialized Services covering change of tax jurisdiction, life and health insurance, art collections, social investment/philanthropy, and real estate management.
- Treasury and Accounting services like cash flow planning, payment organization, accounting, and income tax solutions.
- A remarkable BCorp score of 82.1, reflecting a strong commitment to ethical practices and societal impact.
- Main keywords that guide the mission: Legend, legado, gestão de patrimônio, governança familiar, planejamento patrimonial, and gestão de recursos.
Customized Strategies and Expertise
Legend Wealth’s approach is defined by a customized wealth strategy that acts as a meticulous planning process, making the firm a guardian of its clients’ interests. The team is comprised of specialists with extensive experience both in Brazil and worldwide, ensuring that every scenario and opportunity is met with complementary seniorities and expert execution. It is a dynamic blend of seasoned practitioners and innovative technology – including an online portfolio consolidation platform that provides real-time access to client positions anytime, anywhere… a truly modern twist on traditional wealth management.
Diverse Solutions for Varied Needs
The project details an array of solutions designed to cover a myriad of needs. Investment services include organizing investment structures and accessing exclusive opportunities while maintaining a robust risk management process. Corporate solutions extend to managing real estate assets, handling equity participations, providing strategic and advisory support, and coordinating capital market operations. Additionally, family-focused options foster wealth and succession planning combined with family governance and future generations’ education. The specialized services further broaden the horizon with offerings like change of tax jurisdiction and social investment, ensuring that every facet of a client’s financial life is addressed. Treasury and accounting services complement these by laying out a clear palette of cash flow planning, payment organization, and income tax management.
Committed Policies and Transparent Governance
The transparency and integrity are reinforced by a series of well-defined policies available for review. These include the Voting Policy, Reference Form, Ethics and Conduct Policy, Personal and Company Investment Policy, Order Allocation Policy, Compliance and Internal Controls Policy, and the Risk and Liquidity Policy. Each policy can be accessed through dedicated links ensuring that the operational process is governed by best practices and robust internal controls. This framework not only supports a disciplined approach to management but also builds trust among all stakeholders by upholding ethical and professional standards.
Project Impact on Sustainable Development Goals
- SDG 8 – Decent Work and Economic Growth: Driving responsible financial services and contributing to economic vitality.
- SDG 9 – Industry, Innovation and Infrastructure: Leveraging technology that enhances effectiveness and fosters innovation in portfolio management.
- SDG 10 – Reduced Inequalities: Offering tailored solutions that cater to diverse client needs and supporting inclusive financial development.
- SDG 16 – Peace, Justice and Strong Institutions: Maintaining transparent operational policies and ethical governance that reinforces institutional trust.
Contact and Social Impact
Located at Av. Brig. Faria Lima, 3900, 6º andar, Itaim Bibi – São Paulo/SP – 04538-132, Legend Wealth can be reached via email at contato@legendcapital.com.br or by phone at +55 11 5464-7100. With active social media presence on platforms like Instagram and LinkedIn, the project ensures that its impact and updates are disseminated effectively, contributing to an engaged community and fostering lasting relationships. By merging cutting-edge technology with a deep respect for each client’s narrative, Legend Wealth not only manages wealth but also crafts a meaningful legacy in the investment advising industry – leaving behind an indelible mark on both the financial landscape and society at large.
