Private Banks

Itaú Private Bank believes that sharing knowledge with clients and promoting effective wealth and succession planning are key to ensuring sustainable results for both sides – bank and client. To this end, its high specialized Wealth Planning team presents customized alternatives to clients and uses its expertise to support their decisions, providing tailor-made solutions aimed at protecting the families´ legacies.

Pursuing a purpose that goes beyond profitability, Itaú’s Wealth Planning team targets a holistic approach in its advisory to clients, taking into account not only their net worth and family structure, but also their values and main goals.

Continuously developing its services, Itaú offers a wide a range of Wealth Planning services designed to prepare families to transfer their assets, legacies and values to the next generations, as follows: Estate planning and asset protection: The team provides consultancy related to succession and tax planning to ensure that client´s estate is distributed according to her wishes in the most effective manner; Family and Corporate Governance: The team advises clients on the creation of family protocols and shareholder agreements for family-owned business; International asset allocation: Identifying the best structure for asset allocation abroad, such as private investment companies, trusts and offshore funds.