Overview
Our flagship wealth program uses a tiered strategy model to support long term outcomes with transparency and agility. Clients access thematic, core, and alternative investments, with disciplined rebalancing, tax efficiency, and holistic wealth architecture.
We guide each household through a three tier structure - Genesis, Prime, and Omega - tailored by complexity, assets, and sophistication, integrating risk profiling, goal alignment, and fee clarity.
We guide each household through a three tier structure - Genesis, Prime, and Omega - tailored by complexity, assets, and sophistication, integrating risk profiling, goal alignment, and fee clarity.
Vera Private Wealth Framework
Three tiers that evolve with your financial journey from accumulation to legacy.
Genesis
Foundational, pooled strategies with automated discipline.
Prime
Core satellite architecture with thematic overlays and tax design.
Omega
Fully bespoke mandates with policy design and alternatives.
Tiered Structure
Genesis, Prime, and Omega deliver increasing levels of access, oversight, and personalization.
Tier
Genesis
Client Profile
Foundational investors or early accumulation phases
Portfolio Structure
Professionally managed pooled investments
Strategic Features
Goal based risk profiling, diversified ETFs or SMAs, automated rebalancing, tax aware asset location
Tier
Prime
Client Profile
Mid-stage investors, professionals, or business owners
Portfolio Structure
Core or satellite architecture with active and passive exposure
Strategic Features
Customized mandates, tax overlay, thematic investing, liquidity planning, concentrated equity strategies
Tier
Omega
Client Profile
Complex households, multi generational families, or family offices
Portfolio Structure
Fully bespoke portfolio mandates and investment policy development
Strategic Features
Access to alternative investments, estate or legacy alignment, philanthropy integration, fiduciary guidance
The Private Wealth Management Process
Institutional discipline with boutique personalization to align portfolios with life and legacy.
Discovery
The Private Wealth Management Process
Strategy Design
Align tier and draft IPS. Set allocation, themes, tax, and rebalancing logic.
Implementation
Deploy via models, access vehicles, or direct placements. Confirm custody and tax architecture.
Oversight
Monitor drift, performance, and exposures. Reviews and scenario modeling.
Stewardship
Reporting, recalibrations, and planning integration across estate or business or gifting.
Key Features and Capabilities
GOALS-Aligned Framework
Integrates with other Vera services for coherence across personal, enterprise, and institutional planning.
Custom Investment Policy Strategy
Design rooted in values, horizon, liquidity, and generational goals.
Integrated Planning & Portfolio Alignment
Investment decisions support estate, business, impact, and lifestyle goals.
Professional-Grade Portfolio Construction
Core holdings, thematic strategies, and alternatives as appropriate.
Thematic and Megatrend Investing
Innovation, sustainability, and future-oriented opportunities.
Fiduciary Oversight and Reporting
Transparent, compliant monitoring of performance and alignment.
Tax-Efficient Investment Architecture
Tax location, harvest strategies, and income timing for after tax returns.
Liquidity and Concentrated Asset Strategy
Support for owners and executives managing private holdings or events.
Stewardship and Continuity Support
Wealth transfer, estate, and philanthropic alignment with purpose.