Wealth Management

Wealth Management
Real estate management

TAG’s operating model enables the client to view and participate in all wealth management stages.
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The main services are:

  •   exclusive real estate fund and real estate company structuring, aiming at tax optimization;
  •   “Owner Representation” in real estate development projects related to the client real estate;
  •   feasibility studies for real estate development on client assets;
  •   negotiation with partners, such as real estate construction and development companies and investors;
  •   development of real estate projects.

TAG offers structure and professionals for the development of real estate products and services to:

  •   clients with considerable real estate portfolio, aiming at the optimization of such assets;
  •   clients that seek vehicles with higher tax efficiency and better management of their real estate assets;
  •   clients that seek to develop real estate projects in own land;
  •   clients that seek higher liquidity through the sale of real estate assets.



  •  Preliminary analysis
  •  Collection of basic information
  •  Selection of one or more land for a more detailed analysis


  •  Area tendency
  •  Product definition
  •  Project efficiency metrics


  •  Financial return metrics
  •  Comparison between land sales and barter alternatives
  •  Analysis of the sensitivity of the main variables


  •  Advisory to obtain the real estate and owners' documents
  •  Review of the due diligence conducted by the buyer
  •  Review of the purchase and sale, barter or another agreement, depending on the type of the real estate product


  •  Previous mapping of preferred partners for each product type
  •  Partner selection
  •  Support in the negotiation and participation in meetings
    with partners


  •  Monitoring and inspection of the construction work (when necessary)

Maximization of real estate assets | Management of processes and “end to end” support | Knowledge of partner assessment metrics

TAG Investimentos
TAG Investimentos
TAG Investimentos
TAG Investimentos
TAG Investimentos
SÃO PAULOAv. Brig. Faria Lima 3311 - 12º floorItaim Bibi - São Paulo - SPPostal Code: 04538-133Telephone: (11) 3474-0000
PORTO ALEGREAv. Carlos Gomes, 300 - 7• andar
Bairro Três figueiras,
Porto Alegre, RS
CEP: 90480-000
Copyright © 2016, TAG. All rights reserved.

The information contained herein is only informative. Past profitability does not represent assurance of future profitability. Investors are urged to read the fund prospectus and regulations carefully before investing. Investment funds are not guaranteed by the fund administrator, the fund manager or by the Credit Guarantee Fund (FGC). To assess the performance of an investment fund it is recommended that a period of at least 12 months be analyzed. The profitability disclosed is not net of taxes; for more information about products and risk of funds, please contact our Customer Service Center.