Family Services

1. Day-to-day financial management

Your accounts are organised and your commitments are tracked, both in Brazil and abroad.

We manage personal and family finances, linking payments, receipts and cash flow planning.

• We organise and make payments for expenses such as education, healthcare, housing, travel, allowances, donations and service providers.
• We monitor accounts payable and receivable, budgets and cash flow, anticipating funding requirements for upcoming commitments.
• We support foreign exchange transactions and transfers between accounts in conjunction with financial institutions.
• We manage credit card routines and facilitate relationships with banks and card issuers.
• We coordinate the purchase and renewal of health, life and home insurance policies through specialist brokers, and monitor claims and requests for medical reimbursement.
• We organise tax payments and submit information to the accountants and advisers responsible for the family’s tax obligations.

2. Consolidated view of assets

We provide a comprehensive overview of what your family owns, receives, spends and needs to monitor.

We collate financial and asset information to facilitate monitoring and support your decision-making.

• We prepare income and expenditure reports broken down by category, property, family member, country or other agreed criteria.
• We also consolidate information on investments, shareholdings, property, vehicles, works of art and other assets.
• We integrate information from Brazil and abroad and present it in a reference currency where this is useful for your family.
• We hold regular meetings to review the figures, monitor the budget and discuss any areas requiring attention.
• We organise the allocation of funds for taxes and other anticipated commitments, helping you to distinguish between available funds and those already earmarked for future payments.

3. Residences and property

We ensure that your homes are well looked after and closely monitor the management of your properties.

We coordinate the management of family properties for personal use or letting.

• We organise preventive and corrective maintenance, selecting and supervising specialist contractors.
• We also coordinate the preparation of homes for the family’s arrival, including for those living abroad or dividing their time between different cities.
• We monitor running and maintenance costs, identifying discrepancies and the need for adjustments.
• We support the coordination of building works and renovations with architects, engineers, and other suppliers, including monitoring the budget and payments.
• We organise rent collection and receipts, as well as tracking contract expiry dates. We also support holiday lettings through property management companies and specialist partners.
• We coordinate estate agents, valuers and legal advisers in property purchase, sale and valuation processes, and integrate this information into the family’s accounts.

4. Personal and domestic staff

We provide a support structure to manage the team involved in your family’s daily routine.

We organise the human resources requirements for nannies, drivers, housekeepers and other personal and domestic staff in Brazil and abroad.

• We support the recruitment process by defining job profiles, setting remuneration benchmarks and verifying documentation.
• We organise payroll calculations, social security contributions, benefits, annual leave, the thirteenth-month bonus and severance payments, as well as any other payments stipulated in the employment contract.
• We provide a direct channel for administrative requests from staff, reducing the need for the family to be involved in every request.
• We assist with adjustments to remuneration, job roles and terminations in accordance with the client’s decisions.
• We support clients with day-to-day labour matters and coordinate with specialist solicitors where necessary.
• For teams based abroad, we liaise with local service providers who are responsible for the routines and requirements of each country.
• We can assist with relocating your employees from Brazil to other countries and vice versa.

5. Vehicles and boats

We manage the maintenance and obligations associated with each vehicle.

We organise administrative routines for cars, motorbikes, classic cars, boats and jet skis in line with your family's needs.

• We also manage insurance, taxes, fees, registration and documentation.
• Where necessary, we organise the payment and processing of fines with the support of vehicle registration agents.
• We arrange servicing, maintenance and inspections with specialist providers.
• We coordinate the commissioning and monitoring of armouring services, including the associated documentation procedures.
• We support purchase and sale processes through specialists, including for classic cars and at auctions.
• We manage the documentation and registration of boats with relevant professionals and authorities.

6. Aircraft

We coordinate the administrative and financial aspects of your aircraft in collaboration with industry specialists.

We coordinate the professionals involved in aircraft management and monitor costs, contracts and commitments.

• We organise financial control and payments relating to finance or leasing, fuel, hangar storage, charges, maintenance and crew.
• We coordinate the engagement and monitoring of management companies, aviation insurers, hangars and support services.
• Alongside the technical managers, we oversee maintenance schedules, mandatory documentation and applicable requirements.
• We support the recruitment of crew members with specialist professionals and monitor the updating of their qualifications and documents.
• We coordinate specialists in purchasing, sales, imports and financing processes.
• We assist with commissioning studies on fleet optimisation and shared ownership alternatives.

7. Corporate representation

We represent your interests in companies in which you hold a stake.

If you are unable to attend a corporate meeting, we can represent you, in accordance with the powers of attorney granted and your instructions.

• We appoint Carpa partners to represent you at general meetings, partners' meetings and governance body meetings, as agreed.
• We will receive your instructions in advance in order to carry out representation in accordance with your decisions.
• We cast votes in accordance with your express instructions whilst preserving your decision-making authority.

8. Support for guardianship and curatorship

We organise payments and documentation to support those with care responsibilities.

• We support guardians and curators with the financial and administrative routines relating to the person in their care.
• We organise payments, documents and supporting evidence, and coordinate information with lawyers engaged to prepare financial statements for submission to the relevant court.
• Payments and financial control: we organise and make payments for expenses in accordance with applicable authorisations and limits whilst maintaining a record of all transactions.
• Classification of income and expenditure: we structure information by category, period and purpose to facilitate monitoring of funds and their use.
• Organisation of documents and supporting evidence: we collect, classify and file invoices, receipts, statements and other documents relating to financial management.
• Monitoring reports: we consolidate payments, receipts and supporting evidence to facilitate verification by the guardian, curator or relevant professionals.
• Coordination of financial statements: we collaborate with the appointed solicitors to organise and provide the necessary information and documents for submitting accounts to the relevant court.
• Monitoring of requests: we assist with gathering documents and providing additional clarifications requested by solicitors throughout the process.

Other demands of your daily routine

Family life brings with it needs that do not always fit onto a list.

We also assess ad hoc requests for administrative support and the coordination of service providers, utilising our network of partners in Brazil and abroad, as well as developing tailored training for your heirs, whether on investments or on wealth planning and family law matters. We agree with you on the service, the professionals involved and the costs, where applicable.