Intelligent financial planning
for expatriates and executives in Latin America
Ipanema Wealth is a professional services group, providing financial and tax planning services to individuals and companies.
Based in the beautiful city of Rio de Janeiro, Brazil, we enjoy a global reach via our team of domestic and international partners across wealth management, tax planning and legal support.
Please explore our website to learn more about how we can work together to achieve your objectives
The material on this website should not be construed as a solicitation, offer or recommendation. Ipanema Wealth is an advisory service and does not conduct activity in capital markets. This is clearly explained in our disclaimer. By proceeding, you agree to the terms in the disclaimer.
Amit helped me to restructure my portfolio by cutting costs and consolidating the most efficient investments, hence increasing returns even in periods of market decline.
He later helped me to prepare for my return to Europe which included estate planning. His friendly and personalised service, often over and above the call of duty, is very much appreciated
The personal contact and availability of my advisor makes me feel secure when making financial decisions. I also feel that my financial planning strategy has been continuously adjusted based on my changing circumstances
My advisor helped me to structure assets which I had inherited and he provided advice in a timely manner, always explaining the best options available in the domestic and international marketplace. I felt supported throughout the process.
I own assets and receive income in both, the UK and Brazil. I was unable to find a company which would provide accurate financial advice to cover both countries at a reasonable price.
Fortunately, I was introduced to Ipanema Wealth and my consultant helped me to organise my assets in a tax-efficient manner