Wealth, seen in full.

Zeria Management brings investment management, wealth planning, art management and administrative support together under a single coordinated approach. Our clients work with a close adviser who comes to know the family properly.

Investment Management

Wealth accumulated over generations deserves oversight that respects how it was built. Portfolios are structured around a family's tolerance for risk and its longer-term intentions. We choose managers and counterparties on reputation earned over years, and portfolios are reviewed with the same patience that formed the fortune in the first place. Where a family holds more specialist or personal interests alongside its traditional assets, these are reviewed and managed within the same portfolio discipline as any other holding.

Wealth Planning

Wealth planning at Zeria Management begins with a full mapping of assets, liabilities and family circumstances, followed by a structured plan for protection and transfer. We help set up the legal and financial architecture a family needs, including trusts and special purpose vehicles where cross-border holdings require it. Succession is planned well ahead of need, so continuity does not depend on any single event.

Art Management

A collection is a record of taste, curiosity and, sometimes, family history itself, and we treat it accordingly. Our advisers draw on relationships developed over decades with dealers and valuers around the world, so that each acquisition adds to a collection. When needed, collections can be pledged for financing or placed into secure keeping through counterparties we have long trusted.

Administrative Support

Administration is handled steadily in the background, so a family's attention is reserved for matters that genuinely require it. This covers secretarial work, consolidated reporting, and coordination between lawyers, accountants and other advisers. Where needed, we extend this to day-to-day lifestyle matters, arranged through our own network of trusted providers.

A conversation, before anything else.

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