Kera Capital Partners

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Kera Capital - Multi-Family Office Investment Services Client Portal Partnering for Progress, Powered by Purpose Seasoned Investment Professionals Providing Institutional Expertise, With Small-Firm Culture 2 Licensed Advisors per Client $ 1.36 B AUM 1 100 % Employee Owned Named in Newsweek’s 2026 Top Financial Advisory Firms Kera Capital is honored to be recognized in Newsweek’s 2026 list of America’s Top Financial Advisory Firms. This award highlights our dedication to expertise, transparency, and innovation in helping our clients navigate today’s complex financial landscape. Kera achieved a 5-star ranking which is in the top 2% out of the 16,000 firms evaluated. Explore More Domain Experts in What Matters Most to You We apply a values-based approach to grow and protect wealth for our clients and their families. Investment Management  Passive, active, and hybrid strategies  Private and alternative investments  Tax efficient portfolios Concentrated Stock Pre-liquidity Planning  Stock based compensation (Common, RSA, ISO, NSO, RSU)  10b5-1 plans  M A, IPO, tender offer, secondary sale planning  Cash flow and risk analysis Tax Strategy Trust Planning  Section 1202 Qualified Small Business Stock  Gift and estate tax planning  Multi-generational legacy strategies  Irrevocable Trust Planning Corporate Cash Management  Segregated assets for safety  Maximize interest earned on idle cash  Increase runway and optimize cash burn Family Office Services  Consolidated repor

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