DISCOVER THE PATRIMONIAL RC
With over two decades of experience in the United States, RC Patrimonial is dedicated to strengthening the assets of Brazilians transitioning abroad. We are an authority in Financial, Estate, Succession and Inheritance Planning.
Our philosophy is clear: “Dollarizing part of your assets is not a luxury, it is a necessity.” With the Real devaluing around 400% against the dollar in the last two decades, dollarization is essential for asset protection and growth.
The graph above shows the depreciation of the real against the dollar from 1999 to 2023 based on simulated data, illustrating the upward trend in the exchange rate (BRL/USD) over time. This highlights the relative economic strength of the United States compared to Brazil.
Access the link and discover the 20 reasons to dollarize your assets.
Our Services:
-
Financial and Wealth Planning: Personalized strategies for diversification and asset protection.
-
Succession and Inheritance: Efficient succession planning to ensure the continuity of family assets.
-
International Insurance: Life, travel and health insurance with high liquidity and protection against devaluation.
Doing business in the United States can be challenging, and we’re here to help you every step of the way. Throughout our journey, we’ve helped over 2,000 families build their dollar wealth in the world’s largest economy, the United States.
Plan your Life, Always!
Developing medium and long-term planning to protect one's assets and future generations is a common American habit. When a child is born, parents think about the resources that should be saved for college, and when they enter the job market, young people start planning for retirement.
Most people do not plan to fail, but fail by failing to plan.”
J.L.Beckley
Testimonials
We met Roger in June 2019. Our family strategy was very simple: investing in real estate in Brazil and every year dollarizing part of our investments in Brazil, sending resources to the United States and investing in real estate there as well.
Roger showed us how we can diversify our real estate risk by investing in products like this, creating a much higher return in retirement years than having the property paid off and generating rental income.
Dr. Melissa. Dr. Edson
Plastic Surgeons.
I met Roger recently, as I am structuring my departure from Brazil to live in the United States.
I am in the process of obtaining a residency visa in the US. I watched the videos where Roger talks about these international structures. It made perfect sense to me and my family. We started talking and it made even more sense.
As part of our asset diversification, knowing that there is a product like this that could impact my future and that of my heirs was something I was unaware of in Brazil, in the way it was presented.
Dr. Victor
ENT
I met Roger years ago when he was still Vice President of the world's largest insurance company, AXA Equitable, a French group and the largest insurer in the world.
After all the explanations and a lot of patience on his part, I told him that I would become his client, but not at that moment.
There were still a few steps I needed to complete, and when the time was right, I would reach out to him. It may sound unbelievable, but I even told him the exact year I would contact him.
About three years later, when the time finally came, he was in Brazil, and we scheduled a quick meeting since I still had all the notes he had given me a few years earlier.
We clarified any remaining doubts, and I proceeded to the United States, where I combined a vacation trip with the acquisition of this product. It made all the difference in my life. I'm that kind of doctor who asks far more questions than usual, but it's a great pleasure to work with a professional like Roger. It’s definitely worth it!
Dr. Fernando
Gastric surgeon