Kera Capital Partners is a multi-family office and investment services firm providing financial planning and investment management for entrepreneurs, families, and companies. Its employee-owned team combines institutional investment expertise with a small-firm culture, and the firm reports that each client works with two licensed advisors. Kera takes a values-based approach to growing and protecting wealth, offering passive, active, and hybrid investment strategies, private and alternative investments, and tax-efficient portfolios.

The firm also helps clients navigate concentrated stock positions and liquidity events, including stock-based compensation, mergers and acquisitions, IPOs, tender offers, and secondary sales. Its services include tax strategy, trust and estate planning, corporate cash management, and family office support such as consolidated reporting, strategic lending, insurance, and fixed-asset management. For clients pursuing charitable goals, Kera provides philanthropy planning, donor-advised fund guidance, charitable remainder trust planning, and support for private foundations. Kera says it has $1.36 billion in assets under management and was named to Newsweek’s 2026 list of America’s Top Financial Advisory Firms, receiving a five-star ranking.