Evertern Wealth Inks Strategic Alliance With Swiss Giant Vontobel

Evertern Wealth, an independent multi-family office based in Florida, has formed a strategic alliance with Vontobel Swiss Financial Advisers (Vontobel SFA) to significantly expand its international wealth management capabilities.

The partnership provides Evertern’s clients with direct access to cross-border financial services, including multi-currency banking solutions, foreign currency management, and international investment access. Notably, the alliance also allows clients to hold allocated physical gold securely in Switzerland.

Vontobel SFA is a wholly-owned subsidiary of Zurich-based Vontobel, a global wealth and investment management institution founded in 1924 that currently oversees $304 billion in assets.

“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, founder and managing partner of Evertern Wealth.

The new international capabilities are explicitly designed to support entrepreneurs, business owners, executives, and multigenerational families seeking global diversification and cross-border wealth planning across multiple jurisdictions. These offshore capabilities will run parallel to and complement Evertern Wealth’s existing domestic open-architecture platform, which utilizes Goldman Sachs Custody Solutions.

Evertern Wealth currently operates as a member of the Dynasty Network, a leading platform supporting independent advisory firms.