Millésime Private EN

Wealth Planning & Private Office

Millésime Private Office

MODERN, efficient and far-reaching approach to the needs of the new generation of global families. We built a company to serve you no matter where you are without compromising the sophistication of the solutions. We stand here to help you plan, build, preserve and outgrow the rest in BRAZIL and INTERNATIONALLY.

We act as a centralized advisor coordinating key aspects of your life and preserving your legacy. We deal with the most complex family situations keeping our business logical, clear, and transparent. This is what makes us different, admirable, and respected by our clients.

Our Private Office is structured to serve NEW GENERATION INTERNATIONAL FAMILIES and covers the main areas of our lives: WEALTH, FAMILY AND LIFESTYLE. This allows families with diverse assets to access similar services and knowledge that were previously reserved for ultra-high net worth individuals (UHNWIs).

At Millésime we innovate by offering transparent and personalized solutions WITHOUT TRADITIONAL ASSET MANAGEMENT, allowing our CLIENTS TO ACHIEVE THEIR GOALS by MANAGING THEIR OWN WEALTH with confidence and WITHOUT PRESSURE.

AREAS OF EXPERTISE

We do not work with algorithms, sales targets or mass services. Our service is not limited to a standard product, it is an experience provided through a CAREFUL AND PERSONALIZED PROCESS. We leverage deep industry knowledge, international connections and proven strategies through the expertise of our professionals.

Millésime Wealth
Millésime Law
Millésime Privé
Instituto Millésime

PLAN | BUILD | PROTECT
- Holistic approach to wealth and succession planning to respond to the needs in Brazil and abroad.
- Development, execution and maintenance of structures in Brazil, onshore and offshore.
- Monitoring and stress testing of existing structures.
- Valuation, financial analysis & forecasting: M&As and buy-outs.

Our expertise ensures that wealth planning is in compliance with all jurisdictions involved.
Areas of expertise:
FAMILIES & FAMILY BUSINESS
STRATEGY
NEGOTIATIONS
CORPORATE

Professional support in the specific demand of each client in wide range of areas. Selection and coordination of the services of the most reliable and reputable partners in Brazil and abroad.

An association of a new generation to support: development of the legal and financial planning profession, informative events to the clients, educational events for heirs and constant research of innovative new solutions.
The association is designed for members and based on the network of professionals dedicated to learning, self-development and knowledge-sharing. We organize periodic events for our members with highly reputable lecturers.

Our SERVICES

ASSET HOLDING STRUCTURES ONSHORE & OFFSHORE
INTERGATED GLOBAL ESTATE & SUCCESSION PLANNING:

SUITABILITY: profound study of client’s situation, asset allocation, interests and objectives;
PERSONALIZED SOLUTION: plan to meet objectives and to preserve assets and legacy for the future generations;
STRUCTURING: for private asset holding (onshore e offshore): development, execution and maintenance;;
MONITORING: and stress test of structures and legislative background, so that they remain efficient within the long term;;

FINANCIAL & INVESTMENT PLANNING:

PERSONALIZED PLAN: investment planning advice;
SUPPORT IN EXECUTION: opening necessary bank accounts, arranging asset manager relationships, assistance in choosing providers, explaining various investment opportunities;
MARKET MONITORING: consolidation of different international information, newsletters, providing new investment opportunities;
CONSULTING: assistance in understanding the investor documentation, valuations and bank statements;
CONSOLIDATION: of various reports from various financial institutions and investments, elaboration of the sole report;

OUR TEAM

Our team is composed of a certified financial planner, attorneys-at-law specialized in Brazilian tax and family law as well as specialists in public relations and communications. Globally we rely on our network of most reliable and reputable partners: attorneys, fiduciary services providers, accountants and financial institutions. Millésime is an exclusive and professional company dedicated to advising families in their estate and succession planning, in order to organize and ensure that the wealth is protected and perpetuated into the next generations.Visit our partners,shoes – leaders in fashionable footwear!

Ruta Mazutaityte Savignac

Founder and & CEO of Millésime. Ruta has a Bachelor’s Degree in Economics at Kaunas University of Technology, Lithuania, holds a Master’s Degree in Business Administration (MBA) of PACE University in New York, the USA. Ruta is a Trust and Estate Practitioner (TEP®) and a full member of STEP. She is also a Certified Financial Planner (CFP®) and a registered securities advisor with the CVM (The Securities and Exchange Commission of Brazil).