Monefica
Finance · Brazil · 1-10 Employees
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Overview
Headquarters
3 Rod. José Carlos Daux N Andar 4150 Sal...Website
www.monefica.com.brRevenue
<$5 MillionIndustry
About Monefica
Monefica is a wealth management and family office firm specializing in personalized financial planning and asset management for high-net-worth families. They focus on protecting and perpetuating family wealth through tailored strategies that include investment management, tax planning, and succession planning. With a commitment to transparency and a fee-fixed model, Monefica eliminates conflicts of interest, ensuring that their recommendations align solely with the clients' financial success. Their services cater to families and individuals with significant assets, providing a holistic approach to financial well-being.Explore more
SIC Code 62,628NAICS Code 52,523Show moreMonefica Org Chart
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Monefica is a wealth management and family office firm specializing in personalized financial planning and asset management for high-net-worth families. They focus on protecting and perpetuating family wealth through tailored strategies that include investment management, tax planning, and succession planning. With a commitment to transparency and... Read More