Wealth Management

Wealth Management
Succession Plan

TAG’s operating model enables the client to view and participate in all wealth management stages.
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Succession PLAN


TAG offers successive planning and integrated management of the financial assets and real estate properties of clients, person or legal entity.


  Maintenance of the control over the asset.

  Decrease of conflicts between those involved in the succession.

  Successive advisement that allows financial and tax economy in the process of transfer of assets.

  Creation of board of directors and family holdings of control.

  Structuring of funds (FIPs, closed exclusive funds and others).

TAG Investimentos
TAG Investimentos
TAG Investimentos
TAG Investimentos
TAG Investimentos
SÃO PAULOAv. Santo Amaro, 48 - 6th floor Itaim Bibi - São Paulo - SPPostal Code: 04506-000Telephone: (11) 3474-0000
BELO HORIZONTEAv. Afonso Pena, 4.273 - Room 305Serra Belo Horizonte - MGPostal Code: 30130-008Telephone: (31) 2511-4936
CAMPINASR. Quirino do Amaral Campos, 144Sala 803 - Cambuí - Campinas - SPCEP: 13023-570Telefone: (19) 3342-7557
FLORIANÓPOLIS João Paulo Highway, 920,
João Paulo Neighborhood,
Florianópolis, SC
Telephone: (48) 99933-2500
Copyright © 2016, TAG. All rights reserved.

The information contained herein is only informative. Past profitability does not represent assurance of future profitability. Investors are urged to read the fund prospectus and regulations carefully before investing. Investment funds are not guaranteed by the fund administrator, the fund manager or by the Credit Guarantee Fund (FGC). To assess the performance of an investment fund it is recommended that a period of at least 12 months be analyzed. The profitability disclosed is not net of taxes; for more information about products and risk of funds, please contact our Customer Service Center.