Wealth Planning

Introducing 3J Wealth Solutions

Your Partner in Securing Your Financial Future

In this era where foresight paves the way for success, 3J believes that the blueprint for tomorrow belongs to those who meticulously strategize for it today. Whether you're contemplating the seamless transition of your legacy or fortifying your valuable assets, the significance of prudent deliberation cannot be overstated. The establishment of a trust or charitable foundation may be the cornerstone of your financial framework, and at 3J, we firmly believe that it's never too early to embark on these deliberations.


Enhancing Asset Security through Trusts

Many families create trusts to manage liquid assets, shares in their businesses or real estate, bolstering asset protection. Trusts offer robust defenses for assets, shielding them from potential threats on both local and international fronts by placing them under trustee ownership.

These trusts encompass an array of assets such as cash, securities, structured products, and bankable assets. 3J’s expertise extends to structuring trusts within regulated trustees, in the clients selected jurisdiction. At 3J, we specialize in tailored trust solutions, ensuring your assets remain safeguarded and your peace of mind intact.

Join 3J Wealth Solutions and embark on a journey where your financial legacy, protection, and growth are seamlessly integrated. Experience financial empowerment like never before – because your future deserves nothing less.

Your advantages

Elevate Your Financial Strategy with 3J Wealth Solutions

Tailored Excellence for Your Needs

Discover a new level of financial strategy with 3J. The approach starts with you – delving into your priorities and concerns, collaborating closely with your legal and tax advisors. Together with our clients, 3J craft’s bespoke trusts using registered trustees, that aligns perfectly with our clients aspirations.

Enduring Legacy for Generations

Forge a legacy that transcends time. Our client’s trust isn't just a financial tool; it's a vessel for their family's prosperity, extending to future generations. The client is able to determine how their beneficiaries shall dispose of the family’s wealth, prevent dilapidation and through a predetermined plan enhance the growth of the family’s wealth over generations. Beyond that, it's a conduit for creating positive change. With the power to support charitable endeavors, trusts often evolve into impactful charitable foundations, making a difference where it's needed most.

Unwavering Asset Protection

Shield what matters most. In a world of uncertainties, trusts stands as a fortress safeguarding family's wealth. From geopolitical fluctuations to unforeseen events, assets remain shielded from the unpredictable. Moreover, trusts grant control over income distribution, ensuring financial well-being for beneficiaries, especially the young ones still finding their financial footing. For parents who are worried about the future, it represents a proactive step to mitigate potential financial challenges, such as business and family-related issues.

Maximized Tax Efficiency

Unlock tax advantages intelligently. Trusts can be strategically tax-efficient under specific circumstances, guided by insights from qualified tax advisors in the relevant jurisdictions. This means wealth is not just protected, but also optimized for greater financial advantage.


+ 55 11 2738-0110

São Paulo

Av. Brigadeiro Faria Lima, 2954, cj 52, Itaim, São Paulo, SP, Brasil – CEP: 01451-000

Rio de Janeiro

Av. Ataulfo de Paiva, 341, sala 604, Leblon, Rio De Janeiro, RJ, Brasil – CEP: 22440-032 Phone: +55 21 2239-1668


Rua Castilho, 71, 2 dto, Lisboa, Portugal – ZIP: 1250-071