Herdade Capital is an independent multi-family office serving families with complex wealth and a long-term perspective. Its mission is to protect, grow and perpetuate family assets across generations, acting as an impartial partner focused solely on each client’s interests. The firm operates without proprietary products or rebates and uses a transparent, fee-based model.

Its integrated services include investment strategy and asset allocation, access to private equity, real estate, club deals and other alternative assets, and coordination of investments held across multiple banks. Herdade Capital also supports international wealth and succession planning, tax efficiency, family governance, philanthropic initiatives, and consolidated 360-degree reporting across jurisdictions and currencies. Clients retain custody of assets at their chosen institution.

The firm’s process moves from understanding a family’s history, values and objectives to mapping its assets, designing a tailored strategy, coordinating implementation and monitoring results. Herdade Capital emphasizes confidentiality, independence and personalized relationships, with a senior team whose combined experience spans more than 30 years in financial markets.