Carpa Family Office
Carpa Family Office is a Brazilian multi-family office delivering integrated investment management, wealth/succession planning, and family concierge services to high-net-worth individuals, with a specialized Carpa Talentos vertical for athletes and artists.
- Company typePrivate
- Founded2015
- HeadquartersSão Paulo, Brazil
- Headcount51–100
- GTM typeB2C
- OfferingServices
What Carpa Family Office does
Carpa Family Office is a São Paulo-headquartered multi-family office operating in Brazil since 2015, structured around the explicit positioning of delivering single-family-office-quality personalization across an integrated three-pillar service offering: Investimentos (portfolio construction and advisory aligned to client risk profiles), Planejamento Patrimonial (legal and financial structuring for wealth protection, succession, and tax optimization), and Serviços Familiares (concierge-style support covering residences, staff, vehicles, and day-to-day operations). These services are unified under the Sistema Integrado Carpa platform, which provides consolidated client reporting across liquid and illiquid assets.
The firm employs 51-100 professionals across offices in São Paulo (Itaim Bibi headquarters), Rio de Janeiro (Ipanema), and Florianópolis (Santa Catarina), and operates a specialized sub-brand, Carpa Talentos, for athletes and artists. The business model is dual-pronged: investment management generates percentage-based fees on AUM under management or advisory, while family services generate fixed monthly retainer fees indexed to client complexity — together producing recurring revenue with no proprietary product conflicts, since Carpa acts as an independent advisor and rebates third-party incentives to clients.
Carpa's competitive position rests on a senior team recruited from tier-one global and Brazilian private banks (Bank of America, J.P. Morgan, Citibank, Itaú, Bradesco Private Bank, BTG Pactual) with credentials including CFA, CFP, PhD in risk engineering, and LLM in capital markets law. The firm operates as a correspondent cambial with Banco BS2 and Banco BTG Pactual for FX operations, has no external institutional ownership, and is partner-owned with no public listing.
Carpa Family Office firmographics
Firmographics- Name
- Carpa Family Office
- Legal name
- Carpa Family Office
- Website
- https://carpafamilyoffice.com
- Company type
- Private
- Founded year
- 2015
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Carpa Family Office is a Brazilian multi-family office delivering integrated investment management, wealth/succession planning, and family concierge services to high-net-worth individuals, with a specialized Carpa Talentos vertical for athletes and artists.
- Ownership category
- akta.pro rank
Carpa Family Office industry classification
Industry- Product category
- Wealth Management Services
- NAICS
- Funds, Trusts, and Other Financial Vehicles (525)
- akta.pro primary industry
- Family Office Advisory & Outsourced CIO (OCIO) (FSAAADAC)
- akta.pro secondary industries
- Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH), Family Business & Succession Advisory (FSAAADAL), Family Office Advisory (Single/Multi-Family) (FSAEAAAI)
Keywords
Where Carpa Family Office is headquartered
LocationHeadquarters
- HQ city
- São Paulo
- HQ country
- Brazil
- HQ region
- Latin America
Offices3 records
Markets served
Carpa Family Office business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Investment Management Fees: Percentage on the volume of investments administered under their management or consulting. This is a percentage-based fee tied to assets under management.
- Family Services Monthly Fee: Fixed pre-agreed monthly fee based on the complexity and individual needs of each client. This provides recurring revenue regardless of investment volume.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Custom pricing based on client complexity and service scope |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels3 records
Carpa Family Office product offering
Product offeringCore offering
Carpa Family Office is a Brazilian multi-family office that provides integrated wealth management services to high-net-worth individuals and families. Its core offerings cover investment portfolio construction, estate and succession planning, and family life services (residences, staff, vehicles), delivered under the Sistema Integrado Carpa with consolidated reporting and conflict-free, independent advice.
Product overview
Carpa Family Office operates as a multi-family office with a single-family office approach, offering an integrated ecosystem of three core services: Investimentos (investment portfolio management), Planejamento Patrimonial (wealth protection and succession planning), and Serviços Familiares (family life services). These offerings are unified under the Sistema Integrado Carpa platform, providing consolidated reporting and 360-degree wealth management. The Carpa Talentos sub-brand extends specialized services to athletes and artists. All services are delivered with independent, conflict-free advice and personalized attention.
Differentiator
Problem solved
Functional benefit
Brands
- Carpa Talentos: Specialized division of Carpa Family Office focused on serving athletes and artists, offering comprehensive family office services including career transition planning, legacy preservation, and financial management for sports and entertainment professionals.
Products and services
- Investimentos Investment management service focused on portfolio construction aligned with client risk profiles, featuring rigorous asset selection, monitoring, and consolidated reporting for high-net-worth individuals and families.
- Planejamento Patrimonial Patrimonial planning service integrating legal and financial instruments for wealth protection, perpetuation, and succession planning for high-net-worth families.
- Serviços Familiares Family services covering residences, staff management, vehicles, and daily life needs, providing comprehensive day-to-day support for family operations of high-net-worth households.
- Carpa Talentos Specialized division of Carpa Family Office serving professional athletes and artists with dedicated financial planning, career transition support, legacy preservation, and integration with agents and media teams.
Companies that use Carpa Family Office
Customer profileSegments2 records
Ideal customer profiles2 records
Carpa Family Office technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Carpa Family Office partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered minor.
- Banco BS2minorCarpa Family Office operates as Correspondent Cambial (Currency Exchange Correspondent) for Banco BS2, specifically for the service of reception and forwarding of currency exchange operation proposals. Banco BS2 provides SAC at 0800 545 5252 and Ouvidoria at 0800 726 8889.
- Banco BTG PactualminorCarpa Family Office operates as Correspondent Cambial (Currency Exchange Correspondent) for Banco BTG Pactual, specifically for the service of reception and forwarding of currency exchange operation proposals. Banco BTG Pactual provides SAC at 0800 772 2827 and Ouvidoria at 0800 722 0048.
Scale indicators2 records
Recent moves1 record
Expansion highlights4 records
Carpa Family Office competitors and assessment
Company assessmentDirect peers
- TAG Investimentos: Brazilian multi-family office / investment advisory serving HNW individuals with a similar independent, fee-based model. Directly comparable in target market, service scope, and distribution approach, and is named in the prior experience of Carpa's relationship team.
- CCN Invest: One of Brazil's first independent investment advisory firms, co-founded by Carpa CIO Celso Colombo. Closely comparable as an independent Brazilian investment advisory serving HNW individuals, though narrower in scope (no integrated family services).
- TNA Gestão Patrimonial: Brazilian multi-family office offering integrated wealth management to HNW families. Also cited in the prior experience of Carpa's relationship managers (Daniele Pannia), making it a directly comparable independent competitor in the same segment.
- Iris Investimentos: Brazilian independent investment advisory firm co-founded by Carpa's Pedro Lérias and Pedro Romeiro before they joined Carpa. Comparable in product philosophy and HNW client focus, representing the independent-advisor competitive set Carpa operates in.
- Eredità Investimentos: Brazilian HNW advisory firm co-founded by Pablo Domeniconi and Glauco Palermo — two of Carpa's current sócios — making it an unusually close peer in product, customer profile, and likely talent pool overlap.
Broad incumbents
- Itaú Private Bank: Largest private banking franchise in Brazil, serving HNW and ultra-HNW clients with integrated wealth, lending, and capital-markets services. Broad incumbent competitor; many of Carpa's partners and relationship managers trained at Itaú, and clients frequently move between the two models.
- Bradesco Private Bank: Major Brazilian private banking franchise with deep HNW and ultra-HNW coverage and a branded 'Private Bank' segment. Comparable on customer profile; Carpa's team includes multiple former Bradesco Private Bank bankers, evidencing direct competition for the same client base.
- Julius Baer Family Office (Brazil): Swiss private banking group with a Brazilian family office presence, serving HNW families with cross-border wealth planning. Comparable in service philosophy and client segment; Carpa's relationship managers Anna Carolina Forbes and Mariza Gross previously worked at Julius Baer, evidencing direct competitive overlap.
- BTG Pactual Wealth Management: Brazilian investment bank's wealth management division, providing advisory and exclusive investment products to HNW clients. Larger incumbent alternative, and Carpa currently serves as a currency exchange correspondent for BTG Pactual, evidencing operational overlap.
Emerging players
- Fractal Family Office: Brazilian family office services firm founded by Jaques Wanderley (Carpa's co-founder and Diretor de Serviços Familiares), pioneering family office advisory in Brazil. Closely comparable by heritage and service scope though pre-Carp it predates Carpa's current integrated platform.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights7 records
Customer concentration
Carpa Family Office social profiles
Digital presenceCarpa Family Office financial estimates
Financial estimateRevenue estimate
Valuation estimate
Carpa Family Office leadership team
Management profileNumber of profiles
Profiles19 records
Carpa Family Office funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Carpa Family Office M&A and investment
M&A and investmentM&A
Investments1 record
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Carpa Family Office
What does Carpa Family Office do?
Carpa Family Office is a Brazilian multi-family office that provides integrated wealth management services to high-net-worth individuals and families. Its core offerings cover investment portfolio construction, estate and succession planning, and family life services (residences, staff, vehicles), delivered under the Sistema Integrado Carpa with consolidated reporting and conflict-free, independent advice.
Is Carpa Family Office a public or private company?
Carpa Family Office is a private company. It is classified as management employee owned and is currently operating.
When was Carpa Family Office founded?
Carpa Family Office was founded in 2015. It employs 51 to 100 people.
Where is Carpa Family Office based?
Carpa Family Office is headquartered in São Paulo, Brazil, in the Latin America region.
How does Carpa Family Office make money?
Two revenue lines are on record. Investment Management Fees are the primary driver. The others are family Services Monthly Fee.
Who are Carpa Family Office's main competitors?
Direct peers on record are TAG Investimentos, CCN Invest, TNA Gestão Patrimonial, Iris Investimentos and Eredità Investimentos. Broad incumbents are Itaú Private Bank, Bradesco Private Bank, Julius Baer Family Office (Brazil) and BTG Pactual Wealth Management. Fractal Family Office is listed as an emerging player.
Does Carpa Family Office have an API?
No public API is recorded for Carpa Family Office.
What industry is Carpa Family Office in?
Carpa Family Office's product category is Wealth Management Services. Its primary akta.pro industry code is FSAAADAC, Family Office Advisory & Outsourced CIO (OCIO), with a secondary code of FSAAADAH, Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest). Its NAICS code is 525.