February 28, 2025
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Brazilian Investment Account/Advisory Services

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I have a client who is Brazilian and US citizen. He has about 500k Reals in a checking account in Brazil that he wants to leave in Reals/Brazil for the time being.

We discussed him investing it (in non PFIC investments) in Brazil to a similar investment strategy he has in US (eg, growth model about 75/25 or 80/20).

I know we cant provide advice to him on this account but would like to direct him where to go to set it up so its has similar investment strategy to his US portfolio (he is not looking to have a home bias within the strategy) or work with a Brazilian investment advisor (not sure account is big enough).

Alternatively, we might consider cash equivalents until he is ready to transfer to US and exchange to US dollars.

He is aware of the US reporting requirements to FBAR and US tax return (has a CPA familiar with both).

Any thoughts?

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2 days ago
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2 days ago
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Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra.

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