We understand the needs of our clients, which is why we offer diligent and comprehensive asset management, with the aim of providing security and growth to the family legacy. Our services are structured into three pillars: Resource Management, Wealth Planning, and Next Generation.
We invest directly or through the best global and local managers, aiming to obtain absolute returns for the portfolios under management. We share our knowledge to broaden the capital expansion options of our clients through Capital Opportunities and Strategic Advisory. We actively collaborate with the implementation of local and international asset structures, aiming for tax efficiency, succession planning, and stronger governance.
We believe it is essential to develop personalized courses and training programs, with the purpose of educating and engaging members of the new generation. Our goal is to provide integration between generations, knowledge to face future challenges, and perpetuity to the legacy of our clients.
TERA is the family's office and each of its members.