Exclusive FundsYour Wealth, Your Rules
When traditional funds no longer suffice, we help structure exclusive vehicles
What is an
Exclusive Fund?
An exclusive fund is an investment vehicle structured specifically for a single investor or family, with governance, strategy and operations designed to measure.
While traditional funds need to balance the interests of dozens or hundreds of shareholders, an exclusive fund serves only you. This means personalized investment policy, liquidity on your terms, and governance aligned with your vision.
It is the institutionalization of your wealth: processes, controls, and the structure of a professional fund, but with the agility and customization of private management.
100% Customized
Strategy designed exclusively for your goals
Institutional Governance
Institutional-level processes and controls
Total Privacy
Your strategies remain confidential
Fund Traditional vs Exclusive Fund
Traditional Fund
- •Standardized strategy
- •Multiple shareholders
- •Slow decisions
- •Shared governance
Exclusive Fund
- 100% customized
- Single shareholder
- Maximum agility
- Exclusive governance
Differentials
- Absolute privacy
- On-demand liquidity
- Customized reporting
- Optimized tax structure
Why structure an exclusive fund?
The advantages go far beyond simple customization
Total Customization
Fund designed exclusively for your goals, not standardized adapted products.
Dedicated Governance
Investment committee 100% focused on your wealth, without dilution of attention.
Absolute Privacy
Segregated structure that keeps your strategies and positions completely confidential.
Maximum Agility
No collective fund bureaucracies. Quick decisions when opportunities arise.
When to consider an exclusive fund?
Evaluate if your wealth situation justifies an exclusive structure
Qualified Wealth
Above R$ 2,000,000, where the costs of an exclusive fund are justified by customization and efficiency.
Unique Strategy
Investment objectives that don't fit into traditional funds available in the market.
Governance Needs
Desire for formal structure with committee, clear policies and institutional processes.
Critical Confidentiality
Proprietary strategies or positions that cannot be shared with other shareholders.
How EQI Investimentos structures your fund
Complete 4-6 month process from concept to operation
Diagnosis & Design
- Deep immersion in wealth objectives
- Analysis of existing structures
- Investment policy design
- Definition of governance and processes
Legal Structuring
- Choice of jurisdiction and legal vehicle
- Complete fund documentation
- Optimized tax structuring
- Registration and regulatory compliance
Operational Implementation
- Custody and administration setup
- Onboarding of specialized managers
- Implementation of systems and controls
- First capital allocation
Management & Governance
- Quarterly committee meetings
- Continuous performance monitoring
- Strategic adjustments when necessary
- Personalized reporting
Elevate your wealth to
institutional level
Structure an exclusive vehicle that combines institutional fund sophistication with private management customization.
Access Criteria
Exclusive funds are structured for wealth starting from R$ 2.000.000. This is the point where customization and governance benefits outweigh structuring costs.