Sergio Marini

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wealth management governanca familiar planejamento patrimonial e sucessorio alocacao de recurso investment strategies portfolio management risk management alternative investments real estate investments equity participation strategic advisory capital solutions restructuring family wealth planning succession planning family governance next generation education family office structure financial planning tax jurisdiction migration life insurance health insurance art collections social investment treasury management cash flow planning accounting services income tax customized wealth strategy client relations global asset consolidation illiquid assets market operations capital market services debt issuance initial public offerings portfolio consolidation investment structures investment supervision client onboarding investment compliance family office operations client education financial analysis financial compliance regulatory compliance investor relations business intelligence market strategy sustainability investing ethics & conduct policies investment management financial services analytics information technology & services