Home | Calix Family Office

Legacy is not what we leave behind.

Legacy is what we live through.

More than one

family office

We develop customized solutions to protect and grow your wealth, focusing on building a lasting and impactful legacy.

We are strategic partners for your family, committed to aligning every financial decision with the unique values and goals of our clients.

We combine innovation, ethics and deep knowledge of the global market to deliver financial solutions that resonate today and for generations to come.

OUR MANIFEST

OUR SERVICES

Every customer is unique and our solutions reflect that individuality.

We offer meticulous planning that optimizes resources and prepares you for today's challenges and tomorrow's opportunities.

At Calix, it's not just about protecting your capital, but about offering you the peace of mind and freedom to live what truly matters.

Financial Planning

Good planning

financial alignment

your values and

life goals

preservation,

multiplication

assets and

perpetuation of

your legacy.

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Family and Corporate Governance

Performance in the centers of family, company and property, bringing safety, reduction of conflicts and supporting processes succession.

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Investment

Our methodology of

investments is fiduciary,exempt and customized,

selecting assets

that maximize

results and generate

positive impact.

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Financial Services

Includes currency,

exchange insurance

and solutions

financial

supplementary for

meet your needs.

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Trusts, Joint Tenancy

and Offshore

Robust structures

for protection of

assets and

diversification in

markets international

ensuring safety

and tax optimization.

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Strategic Philanthropy

Our arm philanthropic

support causes

transformative with

high investments

governance,

transparency and

real impact on

world.

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FINANCIAL PLANNING

Our financial planning methodology offers a complete and personalized process for building and preserving family wealth.

We begin with a detailed analysis of the client's profile and goals, developing a plan that encompasses risk management, tax and estate planning, investments, as well as offshore and governance solutions.

Through ongoing collaboration, we hold regular meetings and deliver integrated reports to ensure clarity and strategic alignment.

Analysis
Customized

1 Management
of Risks

2 Planning
Tax

3 Planning
Succession

4 Multiplication
Assets

5

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CALIX METHOD

®

We believe that a well-structured portfolio should go beyond the simple goal of maximizing returns over time.

Our approach seeks to align financial performance with the values and principles we consider essential for generating a positive impact.

in the world.

Global Macroeconomics

Economic Cycles

Promising Sectors

Company Selection

Value Filter

OUR TEAM

Together they combine strategic vision and operational excellence to deliver customized and innovative solutions, always aligned with the specific needs of our clients. What unites them is a passion for making a positive impact on the world through purpose-driven investments.