Two men shaking hands.

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

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.

Two men shaking hands.

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

Our Leadership

Dov Gilvanci

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

Email

Phone Number

Company

Message

Name

Email

Phone Number

Company

Message

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

Email

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.

Home

Overview

Services

Approach

Contact

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.

Contact

contato@zahav.com

suporte@zahav.com

Privacy

Cookies

Terms

Copyright © 2024 Zahav. All rights reserved.

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

Email

Phone Number

Company

Message

Navigation

Home

Overview

Services

Approach

Contact

Contact

contato@zahav.com

suporte@zahav.com

Privacy

Cookies

Terms

Copyright © 2024 Zahav. All rights reserved