Private Banks
High Net Worth Guide 2024 : Brazil
Spotlight
About
Provided by Itaú Private Bank
Itaú Private Bank believes that sharing knowledge with clients and promoting effective wealth and succession planning are key to ensuring sustainable results for both sides – bank and client. To this end, its high specialized Wealth Planning team presents customized alternatives to clients and uses its expertise to support their decisions, providing tailor-made solutions aimed at protecting the families´ legacies.
Pursuing a purpose that goes beyond profitability, Itaú’s Wealth Planning team targets a holistic approach in its advisory to clients, taking into account not only their net worth and family structure, but also their values and main goals.
Continuously developing its services, Itaú offers a wide a range of Wealth Planning services designed to prepare families to transfer their assets, legacies and values to the next generations, as follows: Estate planning and asset protection: The team provides consultancy related to succession and tax planning to ensure that client´s estate is distributed according to her wishes in the most effective manner; Family and Corporate Governance: The team advises clients on the creation of family protocols and shareholder agreements for family-owned business; International asset allocation: Identifying the best structure for asset allocation abroad, such as private investment companies, trusts and offshore funds.
Chambers Review
Itaú offers a number of services to high net worth individuals including estate and retirement planning, as well as asset protection.
Strengths
Provided by Chambers
"The team at Itaú are responsive, have deep knowledge of the sector and have been very collaborative. They are sophisticated in their service and are excellent with clients."
"The team at Itaú are very good on complex matters and structures, always come prepared to meetings and have very deep expertise."
"The team at Itaú are responsive, have deep knowledge of the sector and have been very collaborative. They are sophisticated in their service and are excellent with clients."
"The team at Itaú are very good on complex matters and structures, always come prepared to meetings and have very deep expertise."
Notable Practitioners
Camilla Arno is head of international wealth planning at Itaú Private Bank, and is well known in the Brazilian private wealth industry, with a strong reputation for this work.
"Camilla is very, very good. She is very experienced and sophisticated in her planning. A top star for the private banking wealth sector."
"Camilla Arno has proven to be a high level expert in her field, with a vision for success for her clientele, handling every unique situation with care. She is an asset and excellent problem solver."
"Camilla Arno is very good: very responsive, expert in her advice and always ready to help."