Insights
Working notes on patrimonial structure, private markets, and financial infrastructure. Published when there is something to say.
22Growing also means understanding who you depend on
Clients, banks and jurisdictions: the relationships that support what we are building.
21Trust needs a procedure too
Digital accounts, payment instructions and trading: what is worth understanding before moving money.
20The risk you cannot see on the screen
Private credit, valuations and the difference between owning wealth and having access to it.
19Inflation is low. Your cost of living may still rise.
National data helps explain the context. Personal decisions need a measure of their own.
18Wealth also chooses a city
I picture a period of semi-retirement in Leblon. That preference opens a conversation about where to live, what it costs and how to sustain the life we choose.
17Paraguay grows. Price still matters.
Paraguay is projected to grow 4.5% in 2026. A perspective on assessing opportunities through entry price, net returns, currency and execution.
16Wealth Needs Margin
War, rates and financial fragility: the capacity to decide in uncertain times.
15The Paradox Nobody Talks About
On September 16 the Fed raised rates and tech led anyway. AI redefines value, not the cost of money.
14Liquidity Is No Longer Waiting
Cash yields again. The problem is no longer holding liquidity, but knowing what it is for, when it must be available and who may use it.
13The Price of Money
Gold fell on the day risk rose. It is not an anomaly: it is a rate speaking above a headline.
12The same surplus, two buyers
Paraguay is the world's fourth-largest Bitcoin mining jurisdiction, and the regulator already set a date for its transition toward AI infrastructure.
11From headlines to the cash register
Real stablecoin adoption is measured not by the noise it generates, but by the ordinary operations beginning to depend on it.
10Certainty in Dispute
When the central bank divides, capital looks for what does not vote.
09The Crypto System as Institutional Infrastructure
Crypto is no longer marginal. Today it is infrastructure — with very different degrees of institutional quality. The question is no longer whether to participate, but with what criteria.
08The Great Transfer: Succession as the Final Exam of Wealth
More family wealth will be transferred in the next decade than in any previous period. That moment does not reward the size of the estate. It rewards its structure.
07The Family Office That Actually Has a Plan
Only 35% of family offices worldwide have a defined succession plan. That figure says more about the fragility of sophisticated capital than any bear market.
06Private Capital in Times of Fragmentation
In a fragmented world, capital does not seek only return. It seeks where it can move, explain itself, and remain acceptable.
05Private Markets and Secondaries: The New Liquidity
Illiquidity is no longer a fixed condition. In private markets, liquidity is now designed, negotiated, and managed.
04The Summer That Changed Who Holds Capital
SpaceX, technological liquidity and what no new millionaire should ignore about wealth management.
03Stablecoins: The New Operational Dollar
The serious conversation about stablecoins does not begin with speculation. It begins with payments, liquidity, treasury management, compliance, and banking acceptability.
02Wealth Is No Longer Measured Only by Assets
The true threshold of sophisticated capital is not how much one holds, but how it is organized, protected, and prepared to survive time.
01The New Wealth Advisor
The wealth advisor who will have value in the coming years will not be the one who knows the most products. It will be the one who best understands how to order decisions.
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