Helping Families, Private Investors, and Institutional Clients Understand, Build, and Sustain Wealth.

Client & Firm Alignment

We believe every client is unique and require dedicated time to understand their specific needs, objectives, finances, risks, liquidity, and projects, which is why we aim to serve a select number of affluent families with personalized solutions and integrity, a stark contrast to the broader approach of large wealth management firms.
In our open architecture, we select the best managers, suppliers, and platforms based on client needs, encompassing asset managers, banks, custodians, among others, chosen for their ability to fulfill client goals without the influence of commissions or referral fees, ensuring our commitment to serving our clients' best interests remains paramount.

Overview

Providing an institutional level offering served within a boutique and entrepreneurial environment.

Family Office Services

*some services are outsource and others can be coordinated.

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Wealth Transfer

Estate Planning
Trust Administration
Foundations
Philanthropy
Family Governance

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Administrative

Concierge
Risk Management
Risk Assessment
Asset Protection
Mortgage Financing

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Family Governance

Family Education
Family Meetings
Family Communication
Leadership
Legacy Planning

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Accounting

Consolidated Reporting
Tax Planning
Budgeting
Cash Flow Analysis
Modeling
Expense Management
Bill Pay
Accounting Coordination

Flexible Structure Servicing Ultra HNW and HNWIndividual, Families, Singles and Multi Family Offices, Advisors and Banks.

Senior team (C-Suite, Board Members) with more than 100 years combined experience.

Worldwide Network with Family Offices and Business Schools.

High Standards of Corporate Governance.

Deep experience and knowledge of Family Office, Family Business, Wealth Management, Family and Corporate Governance and Private Equity.

Family Office Services Expertise.

International and Domestic Services.

Agnostic Platform with the Industry's Strongest Partners.

International Experience.

Schedule a consultation today to find out how we can help you achieve your financial goals.

Our Leadership

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Dov Gilvanci Levi Najman de Oliveira

Managing partner and chief investiments officer of ZAHAV INVESTMENTS

A MFO with over USD 4.2bn, providing wealth management services to high networth clients in Latam and worldwide. He’s a tax accountant with a bachelor’s degree in Accounting by UniAnhanguera/BR. He holds a MBA in Agroindustrial Production Management (Uniderp BR), Family Business Succession (Trevisan/BR), Entrepreneurship (Babson College/USA) and attended several education programs such as Capital Markets (Indiana State University), Private Wealth Management Program at Wharton School - University of Pennsylvania; Yale CEO Family Governance at Yale University. He’s a former tax partner at Terco Grant Thornton and ex-tax advisor for Brazilian Ministry of Finance (CARF).

Advisory:
Risk management and insurance services;
Compliance and regulatory assistance;
Taz and Legal Advisory.

Financial Planning:
Investment management services;
Philantropia Management;
Life management and budgeting.

Governance:
Reporting and record keeping;
Succession Planning;
Administrative services.

Strategy:
Busniess and financial advocacy;
Estate and wealth transfer;
Traning and education.

Approach

Multi Family Offices

Families and HNWI

Single Family Offices

Wealth Advisors Banks

Need more information or would like to schedule a consultation? Contact us by filling out the form below or through our communication channels.

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FAQ

Top questions asked by our investros

How long does a web design project take?

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Do you provide ongoing support?

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What is your web design process?

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Team

support

products

Contact

contato@zahav.com

suporte@zahav.com

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