Your Multi-Family Office in Switzerland
We manage the wealth of private clients and families with the care of a Swiss family office, working closely with your personal client manager.
Your personal client manager is backed by an independent, FINMA-regulated Swiss Multi-Family Office with a portfolio management team that has received multiple BILANZ awards. They remain your direct point of contact.
Everon is your Multi-Family Office
We bring the management and organisation of your wealth together in one place. As a multi-family office, we look after several families with shared infrastructure and individual support. You gain the overview and order of your own family office, without having to build one yourself.
What we take on for you
We combine the management of your wealth with everything that goes beyond it. Some of this we deliver ourselves, the rest we coordinate with selected partners.
- Discretionary wealth management We manage your wealth on the basis of a jointly defined strategy. This is our core mandate and our preferred model. Wealth Management
- Private Markets Selected private equity and private debt funds, plus other Private Markets funds, within a discretionary mandate. Private Markets
- Tailored mandates For substantial wealth, we develop individual investment solutions within a discretionary mandate.
- Complete overview and reporting We bring your wealth together across all banks and investments, with clear reporting and coordinated liquidity.
- Wealth structuring Family foundations, Trusts and securitisation solutions, including for real estate and other tangible assets. We coordinate the implementation with specialised partners. Actively Managed Certificates
- Pension and retirement planning Pillar 3a, vested benefits and occupational pension, embedded within your overall wealth planning. Pillar 3aVested Benefits
- Tax and succession Tax planning and the arrangement of your succession, together with selected legal and tax partners.
A standalone Multi-Family Office in Zurich
Everon was founded in 2019 by wealth managers from the Swiss 5 Group, a Swiss Multi-Family Office with roots going back to 2003. Everon is not part of a banking group and is authorized by FINMA as a wealth manager. Its portfolio management has received several BILANZ awards. Discretion is a given.
Where your assets are held and who supervises Everon.
Your wealth is held separately.
Client assets are held at custodian banks, most of them based in Switzerland, separate from Everon's own assets.
Authorized by FINMA, externally audited.
Ongoing supervision is carried out by the supervisory organisation OSFINcontrol AG; the audit is carried out by Grant Thornton AG.
Data processing set out in the privacy policy.
The policy states what we use data for and in which countries service providers process data outside Switzerland.
A family office begins with a conversation.
Tell us about your situation and your goals. We will get back to you personally and introduce the right personal client manager from our network, confidentially and without obligation.
- Quick personal response
- Experienced personal client managers
- No commitment, you decide
We're here for you.
Talk to us, whether you already work with Everon or would like to get to know us. You can reach us personally, by phone or through the contact form.