Blog
Wealth After Selling Your Company: From Liquidity to Structure
03/07/2026
Your wealth, in good hands.
We manage your wealth with the care and discretion of a Swiss multi-family office. Personal, transparent, and with outstanding investment expertise.
What you gain
Clear reporting
Performance, allocation, and documents are accessible at any time on the web and in the mobile app.
BILANZ-awarded investments
Our investment approach has received multiple BILANZ awards. You benefit from institutional discipline, without the anonymity of a large bank.
Your portfolio in view
With the Everon app, your wealth is always with you. Performance, cash flows, and documents, securely in your pocket.
A strategy that fits you
Together with your advisor, we capture your goals, values, and time horizon, and translate them into an investment strategy that fits your life.
Our investment styles
Four curated strategies. Choose the one that fits your wealth, or let us design a bespoke offering with you.
INVESTMENT STYLE · 01
Multifactor
- Style
- Growth-oriented & active
- Instruments
- Equities, bonds, ETFs, funds
- Vehicle
- primarily direct investments
- Region
- global, CH
- Cadence
- monthly investment
- Equity allocation
- 40% to 100% equities
INVESTMENT STYLE · 02
Smart Global Markets
- Style
- Growth-oriented & passive
- Instruments
- ETFs, funds
- Vehicle
- Collective investments
- Region
- global, CH
- Cadence
- monthly investment
- Equity allocation
- 40% to 100% equities
INVESTMENT STYLE · 03
Income
- Style
- Generate income
- Instruments
- Equities, bonds, ETFs, funds
- Vehicle
- primarily direct investments
- Region
- global, CH
- Cadence
- monthly investment
- Equity allocation
- 40% to 100% equities
INVESTMENT STYLE · 04
Tailor-Made
- Style
- Bespoke strategy
- Instruments
- Direct investments, funds, AMCs
- Vehicle
- Tailored allocation
- Region
- global, CH
- Cadence
- from CHF 1 million
- Equity allocation
- 0% to 100% equities
