Kera Capital is a privately held investment firm, providing discretionary wealth management services in a fiduciary capacity. Our multi-family office channels the talent, passion, and capital of our diverse ecosystem to find solutions to the most important problems our clients face.
We’ve built a community of entrepreneurs, executives, institutional investors, and thought leaders; enabling bespoke access to insights, investment opportunities, and potential partners for our clients’ endeavors – whatever they may be.
.webp)
As fiduciaries, everything we do is with our client’s best interests in mind. We manage the strategy and day-to-day operations of your wealth, so that you can focus on what matters most to you.
Our culture is built on a foundation of trust amongst our clients, employees, and stakeholders. The courage to challenge the status quo fosters our relentless pursuit to improve as fiduciaries, capital allocators, and partners to our clients.
We apply decades of experience from global asset management firms, to execute on the challenges and complexities that our clients face in their financial lives.
We pride ourselves on open communication, curiosity, and unwavering empathy. These personal qualities often get lost in a corporate culture, but we believe they are paramount in enabling our team to put forth our best work.
Our multi-family office platform is designed to give you the experience of a single-family office for a cost similar to a traditional financial advisor. Kera can act as a single point of contact for multiple needs across tax preparation, estate planning, investment management, banking, lending, private investment sourcing & due diligence, insurance, and more.*
CPA
Tax & Estate Planning Attorney
Investment Management
Banking / Lending
Private Investments
Other (Insurance, Legal, Real Estate, Bookkeeping)
Reach out to us with any questions, we'd love to be a part of your journey.