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 design and monitor the portfolio around them. The principal keeps custody and every decision. Where structure allows, we coinvest with our own capital, on the same terms, disclosed in advance. 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 design and monitor the portfolio around them.
No. Serra is non-discretionary by design. We design and monitor; the principal keeps custody and every decision, and executes. Discretionary management is available on request, subject to availability.
Where structure allows, Serra coinvests alongside clients with its own capital, on the same terms, disclosed in advance. 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.