Your interests first.Your wealth, planned as a whole.

Wealth planning for Brazilians, in Brazil and abroad. We are paid only by you. No third-party commissions.

Let’s talkRegistered Investment Adviser · Fee-only

What we do

Global Wealth Planning

We integrate investments and wealth planning in one ongoing relationship, guided by your goals.

Wealth Plan

Organizes goals, liquidity, retirement, protection and estate planning. It sets priorities and next steps, taking into account your assets in Brazil and abroad, whether or not they are under our advice.

Investment Policy Statement (IPS)

Turns your goals into risk, liquidity and allocation criteria for a global portfolio. We do not move your investments without your approval.

How we workHow we are paid

Tablet showing the Andrade family’s wealth plan: organized assets of US$1,079,588.02 and three goals at 82%, 47% and 78% progress; beside it, the Investment Policy Statement in a hardcover binding with a visible spine.

Who we serve best

Your situation
Hands with a cup and a glass coffee pot, in front of a window.

For those who want to live off their investments

If you already live off the income from your wealth or are preparing for that stage, we help you assess how much you can spend, how to generate income and how to protect your wealth while you enjoy it.

Silhouette walking along a walkway in a stone and glass building; below, an EXIT sign.

For those planning life after the business

Whether you are preparing to sell a business or have already received the proceeds, our founder has been through this transition: he sold his company and reorganized his own wealth. We help you organize liquidity, diversify your investments and plan the next phase of your life.

Silhouetted person by an airport window, with an airplane in the background.

For those looking for opportunities beyond Brazil

If you want to start investing abroad or already hold assets in other countries, we help you diversify across markets and currencies and integrate those choices into your plan, taking liquidity, taxes and estate planning into account.

About us

Structure matters.
Conviction came first.

Gabriel Vansolini Soldado, CFP® (Planejar, Brazil), is the founder of Van Soldat Wealth and has more than twelve years of experience in the financial markets, including founding and leading Bravus Investimentos until the company was sold in 2022.

Van Soldat Wealth was born from a conviction Gabriel has always held: long-term relationships only exist when the client’s interest comes before any other consideration.

Read the story
Gabriel Vansolini Soldado, CFP® (Planejar, Brazil), founder of Van Soldat Wealth

Every great wealth strategy begins with a conversation.

First, we understand your goals and how your wealth is organized. Then we assess whether what you are looking for aligns with the way we work.

Let’s talk