The advisory layer that follows the family's entire estate (investments, real estate and companies, in Brazil and in Europe) and consolidates everything into a single report so the family can decide with clarity.
An advisory practice specialised in wealth, providing a single, integrated view of what the family owns, where each asset is and how it is performing. Through a complete assessment (Wealth 360º) across three pillars (company, real estate and investments), clear and decisive conclusions emerge, resulting in protection, growth and intelligent transfer of the family legacy.
This is an Intelligent Decisions Method, consolidating the three pillars (Company, Financial and Real Estate) guided by four axes.
Balance of resources aligned with the family's goals and strategies.
Structuring to optimise the tax burden and mitigate risks.
Reducing the vulnerability of the estate with legal guidance.
Ensuring the estate endures across generations.
The family's entire position is brought together in a consolidated, standardised report, with a real reading of the estate guiding decisions and continuity across generations.
Consolidation becomes clarity, and clarity becomes a decisive call.
Mapping the family's needs and the responsibility matrix.
Analysis and opinions from partners against the goals.
Recommendations to the family board and validation with the client.
Execution and standardised templates for data collection and reporting.
Continuous portfolio review and calibration against the targets.
An economist with 24 years of experience and professional recognition awards for 13 consecutive years, Melissa Modeneze specialised in business intelligence, real estate intelligence and new business, with a decade as CFO leading decisions driven by data and strategy.
Educated at institutions including UFES, FGV and Cambridge, she is a family office financial adviser and author of the Intelligent Wealth Decisions Method, which structures Euro3's MFO service.
Euro3 Brazil Partners starts by understanding the family structure and mapping its needs against the estate. From that assessment, it consolidates the entire estate into a single report and leads execution with continuous monitoring.
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