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TAG Investimentos is a leading independent multi-family office in Brazil, founded in 2012. The firm specializes in providing customized investment solutions, comprehensive wealth planning, and consolidated financial reporting for high-net-worth individuals, families, and institutions. TAG emphasizes a client-centric approach based on alignment of interests, transparency, and a long-term investment horizon, operating from its headquarters in São Paulo and several other offices across Brazil.
Serves as the central hub for investment strategy, client relations, operations, executive leadership, and overall business management for the wealth and asset management firm.
Located on Avenida Faria Lima, a prestigious financial corridor, the office likely features a modern, high-specification interior design, advanced technological infrastructure, and facilities conducive to high-level client meetings and collaborative work.
The headquarters fosters a culture centered on client-first principles, ethics, transparency, and excellence. It promotes an entrepreneurial spirit and strong teamwork, encouraging a long-term vision in all its financial strategies and client interactions, aligned with its published cultural values.
Its location on Avenida Faria Lima places TAG Investimentos at the epicenter of Brazil's financial industry, offering unparalleled access to market intelligence, top-tier talent, and facilitating direct engagement with key financial institutions and high-net-worth clientele.
While TAG Investimentos is primarily focused on the Brazilian market, with its headquarters in São Paulo and several other offices strategically located across Brazil, the firm provides investment solutions that may include access to global markets for its sophisticated clientele. Their core operations, physical presence, and direct client servicing are concentrated within Brazil, tailored to the domestic wealth management landscape.
Av. Brigadeiro Faria Lima, 3729 - 6º andar
São Paulo
SP
Brazil
Address: Rua da Passagem, 170 – 10º andar – Botafogo, Rio de Janeiro – RJ, 22290-030
To serve and expand TAG Investimentos' client base in the significant Rio de Janeiro market, offering personalized financial solutions and localized support to high-net-worth individuals and families.
Address: SHIS QI 09 BL I SALA 101 – Lago Sul, BrasÃlia – DF, 71625-195
To provide dedicated financial advisory and investment management in the Federal District, catering to the unique financial needs of clients in the nation's capital.
Address: Av. Carlos Gomes, 700 – 9º andar – Auxiliadora, Porto Alegre – RS, 90480-000
To cater to the investment and wealth management needs of clients in the economically important southern region of Brazil, offering tailored financial strategies.
Address: Rua Gonçalves Dias, 1700 – Pilotis – Lourdes, Belo Horizonte – MG, 30140-093
To establish a strong presence and serve the growing client base in Belo Horizonte and the state of Minas Gerais with personalized financial solutions.
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As of April 2025, TAG Investimentos' leadership includes:
TAG Investimentos has been backed by several prominent investors over the years, including:
TAG Investimentos significantly strengthened its leadership team in mid-2023 with the appointment of three new partners, enhancing capabilities in key areas such as risk & compliance, operations, and investor relations & new business. No major executive departures have been publicly announced recently.
Discover the tools TAG Investimentos uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.
TAG Investimentos most likely utilizes common corporate email formats. Based on standard practices for Brazilian companies of similar size and industry, emails would typically combine employee names with the company domain 'taginvestimentos.com'.
[first].[last]@taginvestimentos.com
Format
joao.silva@taginvestimentos.com
Example
80%
Success rate
Brazil Journal • August 29, 2023
Patria Investimentos, a leading alternative asset manager in Latin America, has acquired a minority stake in TAG Investimentos, a prominent independent multi-family office in Brazil. This strategic partnership is aimed at accelerating TAG's growth trajectory and expanding its service offerings in the Brazilian wealth management market....more
Pipeline Valor (Valor Econômico) • June 1, 2023
TAG Investimentos announced the appointment of three new partners: Daniel Gewehr (Risk and Compliance), André Reginato (Operations), and Felipe Campos (Investor Relations and New Business). These additions are set to strengthen the firm's leadership team and support its continued expansion and service enhancement....more
Various financial news outlets (e.g., Exame, InfoMoney) • April 3, 2023
Patricia Moraes, a seasoned executive with extensive experience in the financial market, including a long tenure at JPMorgan, was appointed as the new CEO of TAG Investimentos. Her leadership is expected to drive the firm's strategic vision and growth....more
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