A single view of your entire wealth.
Rather than looking at one account at a time, I guide the whole — so that every decision serves the family\'s larger plan.
See your wealth the way I see it.
From how I act for you to the map of what you own, from the consolidated portrait to the path to the next generation — the whole journey, in one example (the Demonstração Family; fictional data).
My role. This is what I coordinate — with your family at the center.
Tap the dots to explore each front
Alcione Louzada, CFP®
The single point that reads, connects and leads every front — answering only to your family. It is what a financial institution, by definition, cannot do.
- Your family — at the centre of everything.
- The family core: heirs, legal counsel, accounting, real estate and passion assets.
- The financial world: investments, companies, custody and brokers, banks, credit unions, offshore, credit and leverage and insurance.
Where it is. Your wealth spread across the world, brought into a single point.
The portrait. Everything consolidated into one portrait — independent of the institution.
Starting point. The plan — in the decisions on the last tab — is what raises this index.
Deviation = current position minus target. Green up to 2 pp · amber 2–5 pp · red above 5 pp (rebalance).
Recommended plan: term life R$ 18,45 Mi (income and children) · whole life R$ 3,51 Mi (succession liquidity) · disability R$ 21,49 Mi. Planning estimate.
The old income target (R$ 80k/month) was outdated. Against the real cost of living — R$ 215k/month — passive income covers 82%. Updating the goals and closing that gap is part of the plan.
This is where the reading becomes a plan: the decisions put into action to fix the risks and grow the wealth safely.
Succession. And the path to the next generation.
From São Paulo to the family, and how much is lost along the way.
Choose a scenario. The path of the wealth changes — and so does the cost of transferring it.
This is exactly what I do for your family: see everything, care for everything, and prepare for tomorrow.
Let’s talkIllustrative example with the Demonstração Family. The data is fictional.
Your entire wealth under a single view, instead of scattered accounts.
I see your entire wealth at once — what is held at each institution, in each asset class, across each generation of the family. It is this integrated view that turns isolated decisions into a single strategy.
Independent, unaffiliated, answering only to your family — something a financial institution, by definition, cannot do.
From the reading to ongoing guidance.
Wealth Reading
A thorough, independent reading of where the wealth stands today. The starting point — with no obligation to move forward.
Strategy
An in-depth analysis of each front — direction, succession, and investments — and the design of the path best suited to the family.
Ongoing Planning
Continuous guidance that keeps the plan alive over time, adjusting course as life changes.
No affiliation with any bank or brokerage. I answer only to your family.
Every fortune carries a story
Every relationship begins with a conversation.
If it makes sense for us to talk, the starting point is a reading of your wealth — thorough and independent, with no obligation to move forward.
Talk to Alcione