Fiduciary Independence (Fee-Only)
The remuneration model is transparent, based on pre-agreed management and performance fees, eliminating the conflict of interest inherent to commission-based models.
The Jera Model
Wealth Architecture
Jera Capital acts not only as an asset manager, but as the central guardian of your family's strategy.
At Jera Capital, analytical rigor is the foundation. With certified professionals and structured processes, we deliver an analytical capability that goes beyond what the conventional market offers.
The 3-Portfolio Methodology
The Right Balance Between Security and Ambition
We understand that a family's wealth is not a homogeneous mass. To mitigate risks and capture asymmetrical opportunities, the allocation is structured through three distinct pillars.
The right balance of security and ambition
Portfólio globalizado e diversificado para expansão sólida do patrimônio no médio e longo prazo.
Foco em segurança e liquidez para proteger o seu padrão de vida no curto e médio prazo.
Acesso exclusivo a ativos sólidos e oportunidades na economia real comalto potencial de retorno.
Jera
Endowment
Global Growth
Long-term Portfolio
The strategy for perpetuity. Inspired by major university endowment funds and global Family Offices, this mandate seeks compounded capital growth over the long term.
The Endowment's objective is to promote sustainable wealth growth to secure the family's future goals.
The allocation is internationally diversified, mitigating risks and protecting purchasing power in hard currencies through a selection of global managers and liquid assets.
Jera
Capital Guard
Security & Liquidity
Security Portfolio
The foundation of peace of mind. This portfolio focuses strictly on capital preservation and immediate liquidity to cover short- and medium-term needs.
The priority is low volatility and shielding against market shocks, ensuring the maintenance of the family's standard of living regardless of economic cycles.
Jera
Aspirational
Real Economy & Legacy
Aspirational Portfolio
The aspirational portfolio concentrates the family's wealth in assets over which it has direct influence: equity stakes in companies, real estate, art, farms.
No two portfolios are alike, as each reflects the family's history, competencies, and convictions.
It's the portion with the greatest return potential and the greatest risk, and the main driver behind major leaps in wealth. Wealth planning structures the remaining assets to complement this portfolio, bringing diversification and protection to the family's overall wealth.
Method Differentiators
Curation of Global Opportunities
Unrestricted selection of the best investment vehicles in any jurisdiction, free from ties to proprietary products.
The distinction between the traditional private banks and Jera Capital's Family Office model
Total Alignment
Fee-Only Model. Remuneration is transparent, based on pre-agreed management and performance fees.
True Open Architecture
Access to the best global managers and investment opportunities, without institutional constraints.
Holistic 360° Vision
Consolidation of all wealth (financial, real estate, corporate), regardless of where its custody is.
Strategic Focus
Wealth planning, succession, tax efficiency, and family governance integrated into management.
The Jera Model
A Robust Structure Supporting the Family
Strategy execution is supported by a multidisciplinary team of over 40 professionals, organized into specialized cells that ensure technical accuracy and operational control.
Investment
The strategy and curation behind every allocation.
A dedicated investment committee conducts macroeconomic analysis and strict due diligence on managers and assets. This team's responsibility ranges from the tactical allocation of liquid assets to the origination and structuring of exclusive deals in Private Markets. Asset selection follows a global open architecture, seeking the optimization of the efficient frontier for risk-adjusted returns.
Relationship Team
The focal point for the family.
This division acts as the client's personal Chief Financial Officer (CFO). Responsible for Wealth Planning, the team coordinates succession, tax, and family governance demands. Their role goes beyond finance, integrating lawyers and external consultants to ensure the legal structure (holding companies, exclusive funds, offshore structures) aligns with the wealth's perpetuity goals.
Middle Office
Execution intelligence and efficiency.
The Middle Office operates at the interface between management and custody, handling fee negotiations with counterparties, order execution, and pre-trade compliance checks. This layer ensures cost efficiency by auditing management fees and ensuring that any rebates are fully returned to the client, in accordance with our fiduciary model.
Operations & Risk
The guarantee of control and transparency.
Dedicated to consolidating data from multiple custodians (Brazil and Offshore), this division processes the 360° Vision of the wealth. Using proprietary technology and cutting-edge systems, the operations team generates integrated management reports, conducts liability control, and monitors the risk limits of each portfolio, ensuring the designed strategy is strictly followed.
REVENUE
The engineering of growth.
This area integrates Revenue Operations and Marketing to connect Jera Capital with new families. In Revenue Operations, the team structures relationship data and commercial intelligence, ensuring every client interaction is recorded, analyzed, and refined. Marketing, in turn, drives the production of proprietary podcast content, articles, and digital channels, consolidating the firm's position as a reference in independent wealth management.
TECHNOLOGY & AI
The foundation that sustains wealth intelligence.
Responsible for Jera Capital's platforms, systems, and analytical models, this area integrates data from multiple custodians, in Brazil and abroad, into a proprietary infrastructure. The team develops automations and artificial intelligence tools applied to management, portfolio analysis, and the client's digital experience. Information security and data reliability are treated as a prerequisite for everything delivered to families.