Circle Business · Tailored solutions, connected expertise
Your challenge.
A comprehensive
solution.
You bring the challenge. We bring business advisory, capital and technology together to develop the solution your company, group or wealth needs, from planning through to operation.
Discover how we work
In just a few minutes
Discover what we can build for your company.
Start with what your business needs. In a few interactive steps, explore how advisory, capital and technology could come together in your next project.
Explore my challengeReview your summary, then choose from the team's available times for your first online meeting.
Your business is the starting point
What does your business
need to solve?
Each challenge may involve several areas of expertise. We understand the context and build the components needed to create a complete solution.
Choose a challenge to explore the expertise that could support your solution.
- Businesses and wealthReorganise ownership interests, establish holding companies and bring wealth management together through a family office.
- Tax structureConnect tax, accounting and legal analysis with tax structuring and the assessment of tax credits.
- Capital for your businessStructure investment, credit, receivables and funds around the company's objectives.
- Day-to-day financeOrganise revenue, payments and financial flows through financial control and connected processes.
- International operationsStructure companies and funds in Brazil and abroad as parts of a single project.
- Custom technologyDevelop systems, applications and AI that understand your company and work within its operations.
The Circle Business hub
Bringing every part together.
A comprehensive
solution.
Your business's challenge shapes the structure. We bring advisory, capital and technology together to design, implement and operate a solution tailored to you.
Explore our areas of expertise and what they could do for your business.
Work with us in one area or bring several together, according to your needs. Circle coordinates specialists, institutions and tools so that every part contributes to the overall solution.
- Business advisoryTax structuring, tax administration, accounting and legal expertise; financial control, compliance, holding companies and family office services to organise businesses and wealth.Explore business advisory
- Financial solutionsCapital, credit and receivables; banks, Brazilian payment institutions (IPs), direct lending institutions (SCDs), bank credit notes (CCBs), funds, receivables investment funds (FIDCs) and securitisation; payment operations and controls integrated into the business.Explore financial solutions
- Custom technologySoftware and applications built from scratch, SaaS, BaaS and AI for specific functions. OaaS integrates AI into a SaaS platform to perform authorised system tasks within the project’s defined permissions and scope.Explore custom technology
Circle Business's presence
International presence.
Expertise working together.
Our offices in Brazil, Canada, the United States, Europe, China and Dubai work together to design and implement the solution your business needs.
Choose a location to see how it could contribute to your project.
Discuss your international plans
Bringing the solution into operation
From your challenge
to day-to-day operations.
We start with your circumstances and work through to implementation. Business structure, capital, wealth and technology are developed together as parts of a coordinated whole.
- 01 · UnderstandUnderstand the challenge, objectives, operation and what is already in place.
- 02 · DesignDesign the structure around your needs and identify what needs to be built.
- 03 · ConnectBring together the expertise, institutions and tools required for the project.
- 04 · ImplementDevelop the solution, bring its components together and put it to work.
- 05 · OverseeCoordinate the operation and the adjustments required as the business evolves.