Evertern Wealth, an independent multi-family office based in Naples, Florida, has entered a strategic alliance with Vontobel Swiss Financial Advisers, a wholly owned subsidiary of Vontobel Holding. The partnership expands Evertern Wealth's ability to serve clients with international wealth management needs, including multi-currency banking solutions, international custody, foreign currency management, and the ability to hold allocated physical gold in Switzerland. This complements Evertern Wealth's existing 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. Vontobel, founded in Zurich in 1924, has approximately USD 304 billion in assets under management as of December 31, 2025, and through Vontobel SFA is Switzerland's largest wealth manager for US clients seeking global diversification. The alliance is designed to support entrepreneurs, business owners, executives, and multigenerational families seeking international diversification and cross-border wealth planning.
Vontobel HoldingStrategic alliance expands Vontobel's client reach via Evertern Wealth's US family office platform.
Evertern Wealth is the subject of the article; the alliance expands its international capabilities and client offerings.