Private Clients
Personal and ownership structuring for founders, UBOs, executives and families tied to regulated operations.
When this workstream applies
When personal ownership sits inside the regulated structure.
- Ownership and UBO layers block licensing or banking
- Personal holdings need alignment with the operating group
- Residency or personal international structuring is part of the regulated stack
Capabilities
How Private Clients is organised.
Related services grouped by client purpose. Open a family for the detail that belongs there.
Cross-border coordination
Personal structure travels with the regulated operation
Founders and UBOs face banking, residency and tax questions that change with each jurisdiction where the group holds a licence. Octus coordinates personal holdings and individual readiness so personal layers support corporate licensing and banking.
Markets
Industries
People
People responsible for this area.
Discrete personal mandates coordinated with the regulated group under one relationship.
Executive and strategic oversight
Rubio Teixeira
Founder & CEO
Private-client legal coordination
Rodrigo Coelho Lopes
Legal Architecture Lead
Personal tax and finance coordination
Claudia Nery
Chief Financial Officer
Continue with Private Clients.
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