Fortes Equities

Investor profile

Fortes Equities is a São Paulo, Brazil-based multi-family office. Established in the 2008, the firm invests and advises on the wealth of multiple Brazilian business families, entrepreneurs, and closely held companies. The firm positions itself as an independent strategic arm for families and enterprises focused on the preservation, governance, and expansion of wealth. Operating as a fully independent wealth advisory and family office platform, Fortes Equities provides integrated services across investment advisory, financial supervision, asset management, succession planning, asset protection, tax efficiency, and corporate structuring. The firm emphasizes conflict-free advisory, maintaining operational agreements with leading Brazilian and international banks and financial institutions while curating exclusive investment products and alternative strategies for clients. Fortes Equities focuses on diversified, multi-asset investment allocation across private and public markets, including allocations towards public equity, fixed income, private equity, hedge funds, private credit, and direct investments. Geographic exposure is centered on Brazil, with a global investment and structuring lens that includes international products, offshore trusts, cross-border estate planning, and global asset diversification. Research and manager selection follows a mixed model, combining in-house strategic oversight with external institutional partnerships and product providers. The firm's investment philosophy blends capital preservation, tax optimization, and long-term compounding with opportunistic exposure to alternative assets and private markets.