Oikos

What Oikos does

Oikos is a Brazilian multi-family office founded in 2021 and headquartered in São Paulo, operating through a partnership structure of eight named partners and 45+ professionals with a second office in Ribeirão Preto. The firm serves ultra-high-net-worth families, entrepreneurs, business owners, and startup founders, organizing its offering around four service pillars: Global Management (onshore and offshore investment management), Consolidated Reporting (cross-jurisdictional wealth aggregation), Governance & Family Strategy (succession planning and family governance), and Co-investments (curated direct deals). Its value proposition is relationship-driven and bespoke rather than technology-driven — the firm has disclosed no proprietary technology platform, no AI/ML capabilities, and no scalable productized offerings in available materials.

Revenue mechanics follow the standard multi-family office model: a base layer of asset-based fees on assets under management (typical Brazilian MFO economics run 0.5%-1.5%), supplemented by fees on co-investment access, governance advisory mandates, and structuring engagements. Distribution is partnership-led, with eight partners acting as the primary relationship nodes into Brazilian family and founder networks. The stated co-investments (Payface Series A in 2022 alongside BTG Pactual, Pedro Tourinho seed R$4.5M in 2022, and the R$200M Nagro Oikos Fiagro partnership in 2023) point to a deliberate strategy of leveraging client capital into curated venture and agribusiness deals, reinforcing client stickiness through differentiated access. The Zarzur family joining as partners materially expanded the firm's embedded capital base. No disclosed revenue, AUM, or client-count figures were available, limiting quantitative valuation conclusions to inference from headcount and ecosystem activity.

Name

Oikos

Legal name

Oikos Wealth Management

Website

https://oikoswm.com

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

11–50 employees

Short description

Oikos is a São Paulo-based multi-family office founded in 2021 serving Brazilian ultra-high-net-worth families and entrepreneurs with global investment management, consolidated reporting, family governance, and curated co-investments, operating across two offices with eight partners and 45+ professionals.

Ownership category

akta.pro rank

Product category

Multi-Family Office Wealth Management

NAICS

Portfolio Management and Investment Advice (52394), Other Investment Pools and Funds (5259)

SIC

Investment Advice (6282)

akta.pro primary industry

Family Office Services (Single & Multi-Family Office) (FSABADAF)

akta.pro secondary industries

Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH), Family Office Advisory (Single/Multi-Family) (FSAEAAAI)

Keywords

• Multi-family office
• Wealth management services
• Family office advisory
• Estate planning
• Family governance

Headquarters

HQ city

São Paulo

HQ country

Brazil

HQ region

Latin America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Wealth Management Services: Multi-family office services providing comprehensive wealth management including onshore/offshore investment management, heritage consolidation, family governance, and co-investment opportunities. Revenue is generated through management fees typical of family office structures.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Oikos is a multi-family office providing comprehensive wealth management for high-net-worth families, entrepreneurs, and business owners in Brazil. Its core offering spans four pillars: independent onshore and offshore investment management across any financial institution, consolidated wealth and illiquid-asset reporting, family governance and intergenerational succession strategy, and curated co-investment opportunities in private equity, real estate, startups, and credit structures.

Product overview

Oikos is a multi-family office that operates as a unified platform offering four interconnected service pillars: Global Management (onshore/offshore investment management), Consolidated Wealth Reporting, Governance and Family Strategy, and Coinvestments. The platform is designed for families, entrepreneurs, and business owners seeking integrated wealth management without conflicts of interest, combining financial investments and illiquid assets management.

Differentiator

Problem solved

Functional benefit

Products and services

• Global Management (Onshore and Offshore Investment Management) Collaboratively defined investment strategy tailored to client goals and risk tolerance, providing independent management that enables investments at any financial institution in Brazil or abroad, with access to restricted and institutional-class products. Targeted at high-net-worth families, entrepreneurs, and business owners.
• Consolidated Wealth Reporting (Consolidação Patrimonial) Comprehensive consolidated wealth reporting that recognizes family wealth is composed of both financial investments and illiquid assets, producing a unified family-level view across all holdings, accounts, and asset classes. Targeted at families with complex, multi-institution wealth structures.
• Governance and Family Strategy (Governança e Estratégia Familiar) Personalized advisory and guidance for families structuring comprehensive plans for family organization, philanthropy, social impact, and legacy for future generations, including expertise in estate, tax, and succession planning. Targeted at multi-generational family wealth.
• Co-Investments (Coinvestimentos) Sourcing of unique co-investment opportunities complementing financial-institution products, with access to deals typically available only to small groups of investors, including investments in real estate projects, private equity companies, startups, and credit through in-house structures. Targeted at accredited family-office clients seeking differentiated deal flow.
• Nagro Oikos Fiagro (Agribusiness Investment Fund) A R$200 million Fiagro (Agroindustrial Chain Investment Fund) created in partnership with rural credit fintech Nagro, focusing on supporting small and medium-sized Brazilian rural producers across over 60 crop types.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• NagrocoreStrategic or Co-development Partner · 12 April 2023Strategic partnership with Nagro, a rural credit fintech, to create the Nagro Oikos Fiagro fund worth R$200 million. The fund focuses on supporting small and medium-sized Brazilian rural producers across more than 60 crop types.

Scale indicators2 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Gávea Investimentos: Gávea is a prominent Brazilian multi-family office and alternative asset manager founded by former central bank governor Arminio Fraga. Direct competitor to Oikos serving UHNW families with independent advisory, direct investments, and asset management.
• Glenmede: Glenmede is an independent US multi-family office managing assets for UHNW families and foundations. Direct peer to Oikos given its independent, conflict-free structure and integrated investment advisory and wealth planning services.
• BR Advisors: BR Advisors is a Brazilian independent investment advisory firm focused on UHNW clients. Direct peer to Oikos in the Brazilian independent advisory space with similar client segments and fee-based model.
• Bessemer Trust: Bessemer Trust is a leading US multi-family office serving UHNW families with investment management, wealth planning, and family governance. Direct peer to Oikos in MFO service model, though operating in the US market with a longer track record.

Broad incumbents

• BTG Pactual: BTG Pactual is Brazil's largest independent investment bank with extensive wealth management and private banking operations. Competes with Oikos for UHNW clients and is also a co-investment partner (Payface Series A).
• Vinci Partners: Vinci Partners is a leading Brazilian alternative investment and wealth management firm. Comparable to Oikos as both serve UHNW Brazilian families with multi-asset solutions and direct investment opportunities, though Vinci is much larger and publicly listed.
• XP Inc. XP is Brazil's largest retail wealth platform with a growing UHNW and private client segment. Comparable to Oikos as a wealth management provider to affluent Brazilian families, though operating at much larger scale and with a more productized model.

Emerging players

• Addepar: Addepar is a wealth management technology platform serving family offices, RIAs, and wealth managers. Comparable to Oikos in serving the MFO ecosystem, though as a technology provider rather than a direct competitor for advisory mandates.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks4 records

Key highlights7 records

Customer concentration

• LinkedInbr.linkedin.com/company/oikoswm

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments5 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Oikos