Evertern Wealth expands cross-border family office capabilities through Vontobel alliance

US multi-family office Evertern Wealth has formed a strategic alliance with Vontobel Swiss Financial Advisers, expanding its cross-border wealth management capabilities for internationally active clients.

The partnership adds multi-currency banking, international custody, foreign exchange services, access to global investment opportunities and the ability to hold allocated physical gold in Switzerland.

This strategic relationship complements Evertern Wealth’s open-architecture custody platform through Goldman Sachs Custody Solutions, providing clients access to premier institutional custody in the United States alongside expanded international banking capabilities through one of Switzerland’s leading financial institutions.

Founded in Zurich in 1924, Vontobel is an internationally recognised Swiss financial institution with approximately $304 billion in assets under management and a long-standing reputation for investment excellence, financial strength, and client service. Through Vontobel SFA, Switzerland’s leading wealth manager for US clients seeking global diversification and international investment opportunities, the firm enables clients to confidently diversify and grow their wealth across borders.

“This alliance reflects our commitment to delivering truly independent advice while providing clients access to some of the finest financial institutions in the world,” said Jason Stephens, CFP®, founder and managing partner of Evertern Wealth.

“Over the course of my career, I have had the opportunity to work alongside Vontobel SFA and develop a deep appreciation for their culture, capabilities, and commitment to clients. This strategic alliance enhances our ability to serve clients with international interests, provide access to best-in-class banking solutions, and deliver a broader range of global wealth management resources while maintaining the independence that our clients value.”

The alliance is designed to support entrepreneurs, business owners, executives, and multigenerational families seeking international diversification, global banking solutions, cross-border wealth planning, including access to banking relationships across multiple jurisdictions.

Evertern Wealth is a member of the Dynasty Network of independent advisory firms.

Re-disseminated by Wealth and Society