Family Office
Our goal is to make TERA the family office for each family member.
“Outside – In” Vision We seek to understand the strategic objectives of each family as well as their asset structure in order to develop and prepare our deliveries in a holistic and efficient manner.
In-depth client diagnosis
More than just investments: our client diagnosis takes into account their personal journey, ambitions, and needs for the development of financial planning.
Comprehensive advisory
We establish strategic connections between our clients and a selected network of external specialists, orchestrating qualified relationships with excellent consultants in areas such as succession planning, jurisdictional transitions, accounting, artistic curation, among other fundamental pillars for asset management.
Next Generation Engagement
We promote meaningful engagement of family members in the TERA ecosystem through mentorship and dialogue, fostering both individual growth and a sense of common purpose.
Through the TERA Academy program, we prepare future generations to become the next "CEOs" of the family legacy.
Investment Office
As a result of the sophistication in the solutions of our clients' portfolios, in addition to direct support to families, TERA has a business vertical focused on the strategic support of CIOs of other Single Family Offices in the joint development of Asset Allocation, structuring, and management of highly customized complementary mandates – accompanied by robust and accurate reports developed in house.
