Bernardo Lucena
   
Title:
   
Firm Name:
EFG Capital
   
Location:
 Miami, FL
 
Company Size:
Services offered:
Portfolio Management
 
Qualifications:
 
 
Minimum Account Size:
 
Fee Structures:

 
Years of experience:
 
Education:
 
Age:
 
Foreign Languages:
Spanish , Portuguese , English
 
Religion:
 
My value to clients:
I offer a service centred on you. Our combination of excellent service and access to broad financial expertise means that the solutions we offer are both comprehensive and personal. I serve the international market, with extensive experience providing for private bank clients from Brazil and Portugal.
 
Investment/ Business Philosophy:

Private Banking Services: Your everyday finances are only the start of what your relationship with EFG Capital can do for you. From investment management and estate planning to retirement planning and tax services, we can help you to make the most of your money.
 
Target Clients:
 
Serving the International Private Banking market, especially high-net worth clients from Brazil and Portugal.
 
Personal/ Additional Details: