Vision Statement

Passing on values is our greatest legacy

Grandfather, father and son with surfboards at the beach

Trusted Advisor

We serve with exclusivity. We connect with depth

Trusted Advisor

We serve with exclusivity. We connect with depth

Trusted Advisor

We serve with exclusivity. We connect with depth

Global Wealth Management

Increase and protect assets through disciplined exposure to developed markets.

Global Wealth Management

Increase and protect assets through disciplined exposure to developed markets.

Global Wealth Management

Increase and protect assets through disciplined exposure to developed markets.

several people with their hands on each other

Wealth Planning

The greatest legacy is to leave values. For people, for society, and for the world.

Wealth Planning

The greatest legacy is to leave values. For people, for society, and for the world.

Wealth Planning

The greatest legacy is to leave values. For people, for society, and for the world.

We invest alongside our clients.

We are partners with entrepreneurial families whom we share values and investment vision with, and who benefit from our experience and the ecosystem we operate in.

Hands of father, mother, and child placed one over the other

Our purpose

We created TERA because we believe that excellence in services and consistent performance in asset management are essential for providing freedom, balance, and perpetuity to our clients' legacy.

We aspire to have a distinctive client base that ensures proximity and dedication to achieve our mission: to be the “trusted advisor”

of reference in the active management of each family's assets, with a relevant presence and global reach.

Impact

Since the beginning of TERA's activities, we understood that, as an institution, we should seek to contribute to a better society in our Brazil. In this sense, we are touched by the mission to “Promote the Culture of Peace and Enable Social Inclusion” proposed by Viva Rio.

Currently, the VRB Funds have more than R$ 800 Million in assets under management and benefit from an extraordinary union of TERA with other prominent wealth managers, who together form a unique Investment Council to contribute to the decisions regarding the allocations of the VRB Funds, whose responsible manager is TERA Capital, and we donate the management fee in full.

The greatest legacy is to leave values. For people, for society, and for the world.