Sergio Marini

Sergio Marini is the Founding Partner and CEO of Legend Wealth, a prominent wealth management firm based in Brazil.14 With over 25 years of experience in the Multi-Family Office sector, Marini has established himself as a seasoned professional in the financial industry.2

Career Highlights

• Current Role: CEO and Founding Partner at Legend Wealth Management35
• Previous Experience: Worked for Julius Baer/GPS and BTG Pactual1
• Co-founder: Helped establish Turim Investimentos in the late 1990s, one of Brazil's oldest independent multi-family offices1

Legend Wealth

Under Marini's leadership, Legend Wealth has grown significantly:

• Assets Under Management: The firm manages approximately R$30 billion in assets, covering both domestic and international markets1
• Recent Expansion: Legend Wealth recently formed a joint venture with SPA Invest, the asset management company of Cyrella founder Elie Horn's family1
• Future Goals: Marini has projected that the partnership has the potential to reach R$50 billion in assets under management within five years1

Expertise and Approach

Marini is known for his expertise in:

• Wealth management for high-net-worth individuals and families
• Navigating complex tax structures and investment vehicles
• Providing long-term asset preservation and growth strategies

He emphasizes the importance of tailored solutions for clients, noting that recent tax changes have brought more complexity to wealth management, particularly in offshore investments.1

Sergio Marini's LinkedIn profile can be found under the username sergio-marini-178b4a16, where professionals can connect with him and learn more about his work in the wealth management industry.4