Jera Insights

Strategic intelligence for significant wealth

In-depth analyses by our specialists on wealth planning, family succession, and the topics that matter most to informed family decisions.

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Rational and Emotional
Financial Planning
New possibilities
Investment Management
Financial Education
Traditional and Alternative Assets
Beyond Investments
Financial Planning
Tax residency, citizenship, moving to another country: How to include in Wealth Planning
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Financial Planning
Reflections for Investors
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Financial Education
Generational Wealth Succession: How to Prepare Heirs
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Financial Planning
The importance of long-term financial planning for executives
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Beyond Investments
Equal wealth, different structures: why personalization is key in family wealth management?
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Investment Management
Offshore: How to Protect and Internationalize Your Assets
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Financial Education
What is a Multi-Family Office
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Rational and Emotional
The Third-Generation Enigma: Longevity and Wealth Management in Family Businesses
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Financial Education
Next Generation: Why do I need to prioritize my children's financial education?
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Traditional and Alternative Assets
Offshore Investments and Tax-Efficient Jurisdictions in Global Wealth Management
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Financial Planning
Goals-Based Advisory: What it is and How Goals-Based Planning Works?
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Financial Education
Understand how the Multi-Family Office model optimizes wealth management for large investors
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Investment Management
Endowments and Wealth Management: How the Model of Leading American Universities Can Be Applied by Major Brazilian Investors
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New possibilities
Unveiling PICs: The Essential Guide to Protecting Your Wealth
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Financial Planning
How Trust, Transparency, and Alignment Transform Wealth Management
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New possibilities
Retirement after an exit: what to do with your capital
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Financial Planning
The Importance of Diagnosis for Effective Long-Term Financial Planning
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New possibilities
Evergreen Funds: The silent revolution in long-term wealth management
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Beyond Investments
Challenges and rewards of entrepreneurship
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Financial Education
The Economic History of Family Offices
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Investment Management
Art as an investment strategy
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Investment Management
Tax Harvesting: The Tax Strategy Brazilian Families Aren't Using Yet
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Traditional and Alternative Assets
Private Markets: What are they and why are they growing?
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Financial Planning
The Importance of Global Diversification and Private Equity Investment in Financial Planning
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Financial Planning
Financial Planning and Cultural Diversity: How Different Cultures Approach Planning
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Financial Education
Wealth grows faster than family maturity: how to align wealth and family governance?
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Beyond Investments
What you need to know before selling your company
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Traditional and Alternative Assets
The Power of Co-investment: Why Ultra-High-Net-Worth Families Are Redefining Smart Money
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Investment Management
The Role of Investment and Succession Structures in Wealth Planning
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Beyond Investments
IOF and fiscal myopia: what the government's back-and-forth reveals about the Brazilian scenario
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Investment Management
ESG Integration in Investments: A Trend Set to Grow
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Financial Planning
From Antiquity to the Digital Age: The History of Financial Planning
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Investment Management
The Importance of ESG Investments in Numbers
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Rational and Emotional
The Architecture of Wealth: Why is asset allocation only 20% of the wealth equation?
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