Evertern Wealth announced a strategic alliance with Vontobel Swiss Financial Advisers, a wholly owned subsidiary of Vontobel Holding. The relationship expands Evertern Wealth’s ability to serve clients with international wealth management needs.
Evertern Wealth is an independent multi-family office headquartered in Naples, Florida. Through the alliance, the firm will be able to provide clients with expanded access to multi-currency banking solutions, international banking and custody capabilities, foreign currency management, international investment access, and allocated physical gold held in Switzerland.
The relationship complements Evertern Wealth’s open-architecture custody platform through Goldman Sachs Custody Solutions. This gives clients access to institutional custody in the U.S. while adding international banking capabilities through one of Switzerland’s leading financial institutions.
Founded in Zurich in 1924, Vontobel is a Swiss wealth and investment management firm with about $304 billion in assets under management. Vontobel SFA focuses on serving U.S. clients seeking global diversification and international investment opportunities.
The alliance is designed to support entrepreneurs, business owners, executives, and multigenerational families. It is also intended for clients seeking international diversification, global banking solutions, and cross-border wealth planning across multiple jurisdictions.
Evertern Wealth is a member of the Dynasty Network of independent advisory firms. The company serves families, business owners, executives, and retirees through investment management, wealth planning, family office services, and coordinated wealth transfer solutions.
Evertern Wealth was co-founded by Jason Stephens and Michael “Mic” Lundon. Stephens founded the firm to combine independent advice with institutional-caliber resources for affluent families with complex wealth management needs.
Vontobel Holding is an international investment management firm headquartered in Zurich. The firm operates across 28 locations worldwide and has maintained a U.S. presence for four decades, with offices in New York, Miami, and Los Angeles.
KEY QUOTES:
“This alliance reflects our commitment to delivering truly independent advice while providing clients access to some of the finest financial institutions in the world.”
“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.”
Jason Stephens, CFP, Founder and Managing Partner of Evertern Wealth
