BUILDING LEGACIES, MAXIMIZING POTENTIAL
INVESTMENT MANAGEMENT
INVESTMENT MANAGEMENT
Comprehensive Wealth Management
We provide holistic wealth management combined with sophisticated portfolio evaluation and construction. By strategically blending private investments with public market opportunities, we capture the advantages of both realms in ways not accessible to traditional investment managers.
OUR INVESTMENT
PHILOSOPHY
At Santos Family Office, we believe in optimizing your time and financial resources through an intelligent, integrated approach.
Our investment methodology harmonizes private and public investments, a distinctive strategy that captures the best of both spheres, often beyond the reach of conventional wealth managers.
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Our comprehensive investment model is designed to encompass your entire wealth spectrum and illuminate the pathway to sustained, multi-generational growth.
STRATEGIC ASSET
ALLOCATION
In alignment with how the world's leading entrepreneurs and families invest, we allocate dynamically and strategically across multiple asset classes.
We maintain a significant allocation to private investments, which historically provide superior long-term returns and reduced short-term portfolio volatility, as private investments do not mark-to-market daily.
RISK MANAGEMENT
EXCELLENCE
We know that diligently managed downside risks means stronger upside gains.
Employing sophisticated active risk management techniques to protect your investments, we efficiently manage downside exposure through protective options strategies, hedging, and tactical asset allocation adjustments.
OUR SERVICES INCLUDE
Portfolio Construction
& Management
Comprehensive asset allocation tailored to your risk profile, time horizon, and financial objectives
Risk Management
Advanced hedging techniques and downside protection strategies
Private Market Access
Exclusive access to institutional-quality private equity, venture capital, and direct investment opportunities
Performance Monitoring
Live, date-driven performance insights providing clients with actionable
metrics for portfolio evaluation
Public Market Strategies
Active and passive strategies across global equity, fixed income, and alternative investments
Investment Structuring
Optimal investment vehicle selection and tax-efficient structuring
If you'd like to hear more about our services and how we can help you achieve your financial objectives, please get in touch.