BHG Legacy is a financial and wealth-planning firm that helps affluent families and business owners grow, protect, and pass on their assets. With more than 10 years in the financial market, the firm reports serving over 50 families and facilitating R$400 million in financial business. Its founders bring experience in investment consulting, financial planning, asset structuring, and succession planning. BHG builds tailored, long-term strategies around each family’s circumstances and goals, guided by a process of information gathering, diagnosis, recommendations, and ongoing implementation and review.

Its services include investment consulting through AZ Guidance, a BHG partner, with personalized financial plans, portfolio recommendations, allocation guidance, periodic reviews, and access to exclusive funds and managed portfolios. Additional offerings cover tailored credit for business and property needs, curated real estate opportunities, international structures for asset protection and diversification, and succession and corporate planning supported by partner law firms. BHG’s approach also considers business reinvestment, real assets, tax efficiency, family governance, and continuity across generations, aiming to turn wealth into a lasting legacy.