Ripol Wealth Insights
A Multi-Family Office with an approach of Single-Family Office
Yes, that's right! At Ripol Alliance, we are a Multi-Family Office that operates with several Single-Family Offices. Each family, company and individual receives personal attention, as we believe that common solutions do not meet the needs of different realities.
Founded in 2015 in Miami (USA), under US regulations, Ripol Alliance was created to serve Brazilian clients of the law firm Ronaldo Martins & Advogados. From the outset, we believed in the strength of three pillars:
- Wealth Management: Planning and succession.
- Investment advisory services: Strategies aligned with your objectives.
- Legal Curatorship: Tax security and optimization.
In 2024, we wrote a new chapter in our history: the birth of Ripol Assessoria de Investimentos, which is accredited to XP Investimentos and has already earned XP's Governance & Integrity seal, among a select group of advisors, highlighting our commitment to responsibility and ethics in business.
For 2025, we know that we will be sailing on not-so-calm seas. After difficult periods - the effects of the pandemic, climate change, wars - it is a fact that for next year, the projections updated by the Focus Bulletin itself, released this week by the Central Bank, show signs of increases in interest rates, inflation and the dollar. Yes, this is a time for great attention and caution.
That's why our team created the “Ripol Alliance Vision”. We know that companies and families often already rely on advisory services to support financial and planning issues. But we want to hear your story and present our vision. In times of out-of-curve situations, good opportunities can come from a more independent and unbiased view, to assess investments, possible reductions in the operational area and even analysis in the area of taxes, mergers, acquisitions, because, in the end, everything affects the profitability of the business. And between us and you, our reader, there is a common goal: long business life and good management of resources.
Our financial investment team is led by Sadi Ribeiro, who has more than 25 years' experience in globally renowned financial institutions, with stints in the big “nerve centers” such as São Paulo, New York, Miami and Vancouver,always focused on Private Baking. We joke that Sadi has already been through a few crises: 1998; devaluation of the Real in 1999, the Millennium Bug (2000), the Twin Towers Attack (2001) and so on and so forth with other situations that have affected businesses and people.
The legal curatorship, in turn, is headed by lawyer, economist and accountant Ronaldo Martins, who has also been working for over 40 years, with a multidisciplinary approach and a team of lawyers in the following areas: tax (litigation and advisory), corporate law, wealth and succession planning, mergers and acquisitions, among others, allowing for a holistic assessment.
Finally, I worked in Private Banking at HSBC in Switzerland, where I had the opportunity to deal with diversified client portfolios, as well as almost 10 years' experience with the Ripol Alliance and structuring new businesses.
Our aim is to offer you and your company a 'Private' model that balances service, security and confidentiality. Schedule a meeting to discuss security and confidentiality. Schedule a meeting to discuss how the Ripol Alliance can support your goals for 2025 and the legacy of your business.
I look forward to hearing from you,
Best regards,
