Serra Wealth is an independent, non-discretionary buy-side origination and diligence partner to family offices and principals across Europe and Latin America. We source proprietary off-market deals, run institutional-grade due diligence, and analyse the portfolio around them. The principal keeps custody and every decision. If we invest our own capital in a deal, we disclose that and the terms before the principal decides. On minimum-ticket or SPV-constrained deals we bring the origination and diligence without taking a position. Serra also runs an AI-enabled operating model that gives a lean office institutional throughput, and Serra Education builds AI fluency and governance across the office. Serra operates within MiFID I consulting scope: no custody, no execution, no discretion, and it places no securities.
Family offices hold about 21% of the average portfolio in private equity (UBS Global Family Office Report 2025), and 69% of their direct-investment activity is club deals or coinvestments (Citi Global Family Office Report 2025). A non-discretionary sourcing-and-diligence partner fills that seam.
Serra is a non-discretionary buy-side origination and diligence partner to family offices and principals. We source proprietary off-market deals, run institutional-grade due diligence, and analyse the portfolio around them.
No. Serra is non-discretionary by design. We source, analyse and prepare; the principal keeps custody and every decision, and executes.
If Serra invests its own capital in a deal, it discloses that and the terms before the client decides. On minimum-ticket or SPV-constrained deals, Serra brings the origination and diligence without taking a position.
Serra Wealth is the trading name of Serra GCVC OÜ, registered in Estonia and operating from Barcelona. It serves family offices and principals across Europe and Latin America within MiFID I consulting scope.