Helping Families, Private Investors, and Institutional Clients Understand, Build, and Sustain Wealth.
Helping Families, Private Investors, and Institutional Clients Understand, Build, and Sustain Wealth.
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.
Client & Firm Alignment
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.
Family Office Services
Family Office Services
Some services are outsource and others can be coordinated.
Some services are outsource and others can be coordinated.
Wealth Transfer
Estate Planning;
Trust Administration;
Foundations;
Philanthropy;
Family Governance.
Administrative
Concierge
Risk Management
Risk Assessment
Asset Protection
Mortgage Financing
Family Governance
Family Education;
Family Meetings;
Family Communication;
Leadership;
Legacy Planning.
Accounting
Consolidated Reporting;
Tax Planning;
Budgeting;
Cash Flow Analysis;
Modeling;
Expense Management;
Bill Pay;
Accounting Coordination.
Wealth Transfer
Estate Planning;
Trust Administration;
Foundations;
Philanthropy;
Family Governance.
Administrative
Concierge
Risk Management
Risk Assessment
Asset Protection
Mortgage Financing
Family Governance
Family Education;
Family Meetings;
Family Communication;
Leadership;
Legacy Planning.
Accounting
Consolidated Reporting;
Tax Planning;
Budgeting;
Cash Flow Analysis;
Modeling;
Expense Management;
Bill Pay;
Accounting Coordination.
Wealth Transfer
Wealth Transfer
Estate Planning;
Trust Administration;
Foundations;
Philanthropy;
Family Governance.
Administrative
Administrative
Concierge
Risk Management
Risk Assessment
Asset Protection
Mortgage Financing
Family Governance
Family Governance
Family Education;
Family Meetings;
Family Communication;
Leadership;
Legacy Planning.
Accounting
Accounting
Consolidated Reporting;
Tax Planning;
Budgeting;
Cash Flow Analysis;
Modeling;
Expense Management;
Bill Pay;
Accounting Coordination.
Schedule a consultation today to find out how we can help you achieve your financial goals.
Our Leadership
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).
Contact us
Need more information or would like to schedule a consultation? Contact us by filling out the form below or through our communication channels.
Name
Phone Number
Company
Message
Name
Phone Number
Company
Message
Name
Phone Number
Company
Message
Approach
Multi Family Offices
Multi Family
Offices
Single Family Offices
Single Family
Offices
Families and HNWI
Families
and HNWI
Wealth Advisors Banks
Wealth
Advisors Banks
Strategy:
Business and financial advocacy;
Estate and wealth transfer;
Traning and education.
Strategy:
Business and financial advocacy;
Estate and wealth transfer;
Traning and education.
Advisory:
Risk management and insurance services;
Compliance and regulatory assistance;
Taz and Legal Advisory.
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.
Financial Planning:
Investment
management services;
Philantropia
Management;
Life management
and budgeting.
Governance:
Reporting and record keeping;
Succession Planning;
Administrative services.
Governance:
Reporting and
record keeping;
Succession Planning;
Administrative
services.
FAQ
FAQ
Top questions asked by our investors
Top questions asked by our investors
General
Team
Support
Products
How long does a web design project take?
What factors affect the cost of web design?
Do you provide ongoing support?
What is your web design process?
General
Team
Support
Products
How long does a web design project take?
What factors affect the cost of web design?
Do you provide ongoing support?
What is your web design process?
General
Team
Support
Products
How long does a web design project take?
What factors affect the cost of web design?
Do you provide ongoing support?
What is your web design process?
Overview
Overview
Providing an institutional level offering served within a boutique and entrepreneurial environment.
Providing an institutional level offering served within a boutique and entrepreneurial environment.
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.
International Experience.
International and Domestic Services.
Family Office Services Expertise.
Agnostic Platform with the Industry's Strongest Partners.
Navigation
Home
Overview
Services
Approach
Contact
Contact
contato@zahav.com
suporte@zahav.com
Privacy
Cookies
Terms
Copyright © 2024 Zahav. All rights reserved..
Approach
Multi Family
Offices
Single Family
Offices
Families
and HNWI
Wealth Advisors
Banks
Strategy:
Business and financial advocacy;
Estate and wealth transfer;
Traning and education.
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.
Our Leadership
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).
Schedule a consultation today to find out how we can help you achieve your financial goals.
Contact us
Need more information or would like to schedule a consultation? Contact us by filling out the form below or through our communication channels.
Name
Phone Number
Company
Message