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Areas of activity

As a private management company, One Advice operates in 3 different areas: corporate, assets and family. 

Corporate

  • Assessment of investment needs and objectives
  • Assessment of current investment position
  • Permanent monitoring and periodic suggestion of possible changes, according to the evolution of the markets and of the project
  • Assessment and interpretation of investment proposals
  • Intermediation support to investment partnerships
  • Relationship with Banking Institutions
  • Accounting support
  • Financial advisory and supervision

Assets

  • Asset Management
  • Real estate counseling: technical and administrative advisory; representation in acts of purchase/sale and resale
  • Management and maintenance of movable property and real estate, including boats, incluindo embarcaÁıes, aircrafts, cars, motorcycles, among others
  • Condominium management; service procurement
  • Insurance advisory
  • Art-market advisory
  • Advisory in philanthropic and patronage actions
  • Preparation and monitoring implementation of annual budgets

Family

  • Conseling in all personal and family areas: Higher Education, Travel, Leisure, among others
  • Preparation and follow-up of Golden Visa procedures
  • Agenda management
  • Travel and accommodation booking
  • Selection, coordination and monitoring of international services