Turim MFO

What Turim MFO does

Turim MFO is a Brazilian private multi-family office founded in 2001 that describes itself as the pioneer of the Multi-Family Office model in Brazil. The firm operates offices in Rio de Janeiro (headquarters), São Paulo, and London (via the Turim UK subsidiary), serving high-net-worth families and institutional investors across Brazil and select international markets. The firm is partner-owned and led by founding partner & CEO Gustavo Marini, holds ANBIMA certification, and is a signatory to the UN Principles for Responsible Investment (PRI).

The firm delivers an integrated wealth management platform organized into three core pillars for families: (1) Global Asset Management (Gestão Global de Recursos) covering risk management, an exclusive investor profiling process, tactical and structural allocation, a Private Equity & Venture Capital program, and Impact Investments; (2) Wealth Solutions covering wealth planning and coordination, accounting coordination, offshore compliance, family governance and NextGen preparation, and philanthropic planning; and (3) Reports & Information Consolidation featuring registration, global view and results analysis, and an exclusive proprietary mobile application for consolidated portfolio monitoring. For institutional clients, Turim provides a parallel four-part strategic management offering (Independence and Governance, Experience and Focus, Investment Philosophy and Process, Illiquid Experience). The firm sustains a thought leadership publication program including Cartas Turim investor letters (e.g., Carta 45, May 2026) and monthly economic reports (most recent June 2026).

Turim generates revenue through recurring advisory and management fees under a quote-based pricing structure typical of Brazilian multi-family offices. The go-to-market is enterprise field sales driven by direct relationship management, referrals, industry events, and content marketing through LinkedIn, newsletters, and the website. The firm employs 101-250 people and has been recognized with the Euromoney Private Banking Awards National Winners Brazil 2026, Euromoney Latin America's Best for Family Office Services 2025, and Leaders League Brasil Melhores Family Offices 2026.

Name

Turim MFO

Legal name

Turim

Website

https://turimbr.com

Company type

Private

Founded year

2001

Operating status

Operating

Headcount range

101–250 employees

Short description

Turim MFO is a Brazilian private multi-family office serving high-net-worth families and institutional investors with global asset management, wealth planning, family governance, and alternative investment programs across offices in Rio de Janeiro, São Paulo, and London.

Ownership category

akta.pro rank

Product category

Multi-Family Office Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (525920)

SIC

Investment Advice (6282)

akta.pro primary industry

Multi-Family Offices (MFOs) (FSAAADAB)

akta.pro secondary industries

Family Office Administration & Operations (Accounting, Reporting, Payroll) (FSAAADAD), Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH), Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH)

Keywords

• Multi-family office services
• Wealth management
• Private banking advisory
• Family governance
• Institutional asset management

Headquarters

HQ city

São Paulo

HQ country

Brazil

HQ region

Latin America

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Wealth Management and Advisory Fees: Turim MFO generates revenue through advisory and management fees for comprehensive wealth management services including global resource management, wealth planning, family governance, and investment advisory for high-net-worth families and institutional clients.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Turim MFO operates as a pioneer Multi-Family Office in Brazil, delivering global asset management, wealth planning, family governance, and consolidated reporting for high-net-worth families and institutional investors. The firm combines investment management (including private equity, venture capital, and impact investments), wealth coordination, offshore compliance, and philanthropic planning with an exclusive mobile application for consolidated portfolio monitoring across Brazil and international markets.

Product overview

Turim MFO operates as a Multi-Family Office platform in Brazil, offering an integrated suite of wealth management services. The core offerings include three main pillars: (1) Gestão Global de Recursos (Global Asset Management) covering risk management, strategy, tactical allocation, and private equity/venture capital programs; (2) Wealth Solutions encompassing wealth planning, accounting coordination, offshore compliance, family governance, and philanthropic planning; and (3) Relatórios & Consolidação de Informações (Reports & Information Consolidation) with an exclusive mobile application. For institutional clients, Turim provides strategic management services focused on independence, governance, and investment philosophy. The firm also produces regular publications including investor letters, economic reports, and compliance updates.

Differentiator

Problem solved

Functional benefit

Products and services

• Family Office Services (Gestão Global de Recursos, Wealth Solutions, Relatórios & Consolidação) Integrated multi-family office service for high-net-worth families, covering global asset management (risk management, investor profiling, tactical/structural allocation, private equity and venture capital programs, impact investments), wealth planning and coordination (accounting coordination, offshore compliance, family governance and NextGen preparation, philanthropic planning), and consolidated reporting through an exclusive mobile application.
• Institutional Asset Management (Gestão Estratégica para Investidores Institucionais) Strategic asset management service for institutional investors, emphasizing independence and governance, experience and focus, investment philosophy and process, and illiquid investment experience. Designed to deliver professional investment management and access to alternative investments.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• ANBIMAcoreOthersTurim MFO is certified by ANBIMA (Associação Brasileira das Entidades dos Mercados Financeiro e de Capitais), demonstrating compliance with Brazilian financial industry standards and best practices.

Recent moves6 records

Expansion highlights5 records

Regional players

• Stonehage Fleming: Stonehage Fleming is a UK-headquartered multi-family office with international offices and a similar client base of HNW families, particularly those with cross-border interests — comparable to Turim UK in serving internationally mobile Brazilian families.
• Constellation Wealth Advisors: Constellation Wealth Advisors is a global multi-family office platform serving UHNW families across the Americas, Europe, and Asia — comparable to Turim in MFO model and cross-border family service, though primarily U.S.-anchored.

Broad incumbents

• Banco Bradesco BBI / Wealth Management: Bradesco is one of Brazil's largest banks with a significant private banking and wealth management division serving HNW and UHNW clients — a broad incumbent whose scale and product breadth compete with independent MFOs like Turim.
• Banco Safra: Banco Safra is a Brazilian private bank serving HNW clients through Safra Wealth, combining banking, advisory, and exclusive investment products — a broad incumbent competing with Turim for wealthy Brazilian families seeking personalized service.
• Itaú Private Bank: Itaú Private Bank is the largest private bank in Latin America by AUM, serving wealthy Brazilian families through the Itaú Unibanco ecosystem with banking, credit, capital markets, and wealth advisory products — a broad incumbent whose scale and product depth set the competitive benchmark for independent MFOs like Turim.

Direct peers

• Garde Asset Management: Garde is a Brazilian multi-family office providing wealth management and family office services to HNW Brazilian families, with a comparable model and client profile to Turim.
• Bahia Asset Management: Bahia is a Brazilian independent wealth manager serving HNW families and institutional clients with multi-asset mandates — comparable to Turim in size, independence positioning, and target segment.
• BTG Pactual Wealth Management: BTG Pactual is the largest independent investment bank in Latin America, offering a broad wealth management platform serving HNW and UHNW families in Brazil with multi-asset advisory, alternative investments, and offshore structuring — directly competing with Turim for institutional and family mandates.
• Vinci Partners: Vinci Partners is a Brazilian alternative asset and wealth manager that serves HNW families and institutional investors with multi-asset advisory and direct investing — directly comparable to Turim's institutional asset management and PE/VC program offerings.

Emerging players

• XP Inc. XP is a fast-growing Brazilian wealth and investment platform that has built a large advisor network and is increasingly moving upmarket into HNW and family office-style services — an emerging competitor whose digital distribution model pressures traditional MFOs on price and reach.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/turimmfo

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Subsidiaries1 record

Funding overview

Funding rounds

Investors

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

M&A

Investments4 records

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

Frequently asked questions about Turim MFO