We take the lead in execution. Our approach is proactive, integrating strategic planning with day-to-day management.
Peace of mind for the present
strategy for the future
Jera Capital, a Family Office specializing in global wealth management for distinguished families.
Speak with one of our partners
Jera Capital is dedicated to the comprehensive management of high-net-worth families.
We work as a central hub for complex demands, gathering financial, tax, and estate planning under a single, independent global strategy.
The Jera Essence
Absolute commitment to the continuation of your family's legacy
+
7
BRL Billion
Assets Under Management (AUM)
+
50
Families
Experience exclusive and distinguished service
+
40
Professionals
Specialists dedicated to your strategy
+
10
Years in business
Of Jera Capital's operations
The 3 Portfolios
One strategy, three horizons of value
The right balance of security and ambition
A globalized and diversified portfolio for solid wealth expansion in the medium and long term.
Focused on security and liquidity to protect your standard of living in the short and medium term.
Exclusive access to solid assets and real economy opportunities with high return potential.
Jera
Endowment
A globalized and diversified portfolio for solid wealth expansion in the medium and long term.
Jera
Capital Guard
Focused on security and liquidity to protect your standard of living in the short and medium term.
Jera
Aspirational
Exclusive access to solid assets and real economy opportunities with high return potential.
The Jera Model
Foundations of our approach
The fragmented view of the traditional market is overcome by an approach that considers the totality of the wealth structure, integrating financial assets in Brazil and abroad with the family's values and life goals.
Jera Capital acts as the central guardian of the strategy, assuming the complexity of coordinating multiple jurisdictions, tax vehicles, and asset classes — from global public markets to exclusive opportunities in the real economy.
Fiduciary duty ensures the absolute alignment of interests, delivering a discretionary execution that orchestrates the perpetuation of the family's capital and culture.
Pillars of Delivery
Wealth Planning
Patrimonial Planning
Private Markets
Real Economy Opportunities
Global Investments
Global Management
The foundation of the strategy is established through a holistic wealth architecture that transcends simple asset allocation. Family governance, tax efficiency, and succession planning are integrated to ensure that every financial decision serves the family's greater purpose.
Legal and tax structures are designed to protect wealth over time, transforming uncertainty about the future into a clear roadmap for perpetuity.
Exclusive access to Private Equity, Venture Capital, and Real Assets allows capturing the liquidity premium of the real economy, participating in value creation at innovative companies before they reach public markets.
Strict curation filters market noise to offer Club Deals and co-investments alongside leading global managers, applying the sophistication of the Endowment Model to assets that require patience and a long-term vision.
Local bias (home bias) is eliminated to build truly resilient portfolios, diversified across the most solid jurisdictions and in hard currencies.
Operations occur via open architecture and total independence. Whether in Global Fixed Income or Equities, allocation is guided purely by asset quality and risk profile, free from conflicts of interest.
We invest across liquid and illiquid assets, in Brazil and globally, tailored to each client's needs.
Jera Insights
Strategic Intelligence
for Large Estates
In-depth analyses by our specialists on wealth planning, family succession, and relevant topics to support the family's decisions.
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