Togalt Group today announced the launch of its agile Wealth Planning (Planejamento Patrimonial) (Planejamento Patrimonial) service for global clients, delivering 24-hour proposals across Tax Planning (Planejamento Tributário), succession, Asset Protection (Blindagem Patrimonial) (Blindagem Patrimonial) and wealth management.
Led by Giovana Naya and Sarah Viguetti, the Santos-based firm aims to provide legal security and financial efficiency for high-net-worth families and business owners, offering a modern, technology-driven alternative to traditional firms worldwide.
Togalt Group today announced the launch of its agile Wealth Planning service for global clients, delivering 24-hour proposals across tax planning, succession, asset protection and wealth management. The Santos-based firm, led by Giovana Naya and Sarah Viguetti, will deliver 24-hour proposals worldwide for high-net-worth families and business owners, leveraging automation to de-bureaucratize processes. The firm also highlights a high partner retention rate of 93%, reflecting its personalized service model.
“With the launch of agile Wealth Planning for global clients, Togalt Group delivers 24-hour proposals across tax, succession, Asset Protection and wealth management services. This marks a major advance in wealth planning and financial services, empowering families and enterprises to move faster and align every decision with their goals,” said Sarah Viguetti, Chief Executive Officer of Togalt Group.
The move underscores Togalt’s competitive edge in extreme agility and automation, expanding its global reach from its Santos, São Paulo base. As global wealth management needs evolve, Togalt aims to scale its services to additional markets while continuing to prioritize tax efficiency and asset protection for high-net-worth families and business owners.
Media Contact
Company Name: Togalt Group
Contact Person: Giovana Naya
Email: Send Email
Phone: +55 11 91170-1255
Address:R. Visc. de Embaré, 230 – Valongo, sala 1806
City: Santos 11010-240
State: São Paulo
Country: Brazil
Website: https://togaltgroup.com