Tero Holding

TERA is a Sao Paulo-based independent wealth management firm specializing in global wealth planning and proprietary investment strategies, focusing on developed markets and complex family dynamics; the firm partners with family businesses sharing investment values and responsible investing principles.

Ferro Holdings LLC, founded in 2019 by Kevin Ferro, is a family-owned holding company based in Florida that manages the investments and operations of the Ferro family. The firm focuses primarily on alternative investments and healthcare sectors.

Virtera Partners is a Pepper Pike, Ohio-based multi-family office and registered investment advisor. Established in 2020, the firm invests and manages the wealth of a select group of prominent ultra-high-net-worth families, serving as an outsourced family office platform for clients. Virtera Partners operates as an SEC-registered investment advisor and is owned by Adelman Family Investment Company LLC and founder Chaya Slain. Virtera provides customized portfolio construction, independent investment advice, consolidated performance reporting, and coordination with clients' tax, accounting, and estate-planning professionals. Its core competency lies in sourcing and selecting unaffiliated external investment managers across alternative asset classes, conducting rigorous due diligence, and constructing diversified portfolios that combine traditional securities with hard-to-access private market opportunities. Virtera Partners emphasizes alternative investments, including private equity funds, venture capital funds, hedge funds, real estate funds, commodities, and co-investment opportunities, alongside allocations to public equities and fixed income. The firm operates multiple pooled vehicles and fund-of-funds structures, including Virtera Private Select Fund I LP, Virtera Select Fund LP, and Virtera Serenity Fund LP, providing scalable access to diversified alternative portfolios. Portfolios are constructed on a customized basis, integrating long-only public markets exposure with private market investments and opportunistic strategies across a broad range of asset classes and geographies, primarily in North America with global flexibility where compelling managers are identified. The family office is considered sector-agnostic, with no sector of focus, but rather a focus on creating a diversified portfolio for their clients. Virtera's investment philosophy prioritizes capital preservation, long-term compounding, access to top-tier alternative managers, and institutional portfolio construction tailored to multi-generational family wealth.

Trefilia Capital is a Monterrey, Mexico-based family office founded in 2013, investing in Latin American venture capital and private equity across healthcare, energy, manufacturing, and technology sectors, with a portfolio spanning startups to operating companies and a philanthropic foundation.

Turtle Holdings is a Canadian family investment company based in Mississauga, Ontario. It invests with a long-term horizon in stable, profitable North American businesses across services, manufacturing, industrials, and logistics sectors, supporting business growth and succession.

tertium FAMILY OFFICE is an independent, owner-managed multi-family office based in Hamburg, Germany, specializing in advising large family assets with customized wealth management, family strategy, and asset structuring services. The firm emphasizes objective, flexible, and personal advice without product sales influence.