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No. On the contrary, custody diversification is recommended for institutional risk mitigation. Jera Capital has the technology to consolidate and manage assets distributed across multiple financial institutions (local and international banks), offering the client a unified view of their wealth in a single report.

Jera Capital's structure was designed to serve families and individuals with wealth that demands complex professional management. The focus of operation is concentrated on liquid wealth structures above R$ 20 million, allowing for the full implementation of the global diversification strategy and access to private markets.

The fee-based model is adopted (fee based on assets under management). The remuneration model is transparent, based on pre-agreed management and performance fees, eliminating the conflict of interest inherent in commissioned models.

The distinction lies in independence and scope. While banks frequently operate under a commercial model of product distribution, Jera Capital acts under fiduciary duty, exclusively defending the interests of the family. In addition to integrating succession and tax planning and the management of illiquid assets (Private Markets) into a single strategy, functioning as the CFO of the family structure.

No. Jera Capital works exclusively as a manager and consultant. The client does not invest in Jera, but through Jera. The assets remain held in custody in the client's name at the financial institutions (custodian banks) of their preference in Brazil and abroad. Jera only holds the management order to operate the account, without access to withdrawals or transfers to third parties.