Evertern Wealth, the independent multi-family office launched just recently by former UBS advisors Jason Stephens and Mic Lundon, is not wasting time beefing up its ability to serve the needs of its ultra-high-net worth clients.
The breakaway RIA team backed by Dynasty Financial Partners has struck a strategic alliance with Vontobel Swiss Financial Advisers, giving its clients direct access to Swiss banking, custody and physical gold storage as the firm builds out its international wealth management capabilities.
The partnership pairs Evertern Wealth with a subsidiary of Vontobel Holding, the Zurich-based financial institution founded in 1924 that reports roughly $304 billion in assets under management, according to the firm.
Vontobel SFA, which the company describes as the leading Swiss wealth manager for US clients seeking cross-border diversification, will provide multi-currency banking, foreign currency management and international investment access alongside Evertern's existing custody arrangement with Goldman Sachs.
For Evertern Wealth, the tie-up adds a global banking layer to a platform still in its first year of operation. The firm's open-architecture custody arrangement through Goldman Sachs Custody Solutions already gives clients institutional-grade access in the United States; the Vontobel relationship extends that reach to allocated physical gold storage in Switzerland and banking relationships across multiple jurisdictions, according to the announcement.
"This alliance reflects our commitment to delivering truly independent advice while providing clients access to some of the finest financial institutions in the world," Stephens said, pointing to earlier opportunities to "develop a deep appreciation for [Vontobel SFA's] 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."
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The firm said the expanded international offering is aimed at entrepreneurs, business owners, executives and multigenerational families pursuing cross-border wealth planning.
Stephens and Lundon launched Evertern Wealth in Naples in April after departing UBS, where the pair had worked for most of the past two decades overseeing roughly $2.4 billion in client assets.
Their move added to a wave of veteran advisors breaking away from wirehouses to build independent practices, a trend that has accelerated as advisory teams seek more flexibility over how they serve high-net-worth clients.
"We built Evertern Wealth to deliver institutional-level capabilities within a highly personalized advisory model," Stephens said at the firm's launch. "Our clients require coordinated guidance across investments, liquidity events, and generational planning – not fragmented advice."
The Vontobel alliance lands as family offices continue to multiply across the wealth management industry. Private wealth intelligence platform FINTRX added 119 family office profiles to its database in the first quarter of 2026, bringing its total coverage to 4,503 firms worldwide. Single-family offices made up 63% of the quarter's new additions, compared with 37% for multi-family offices such as Evertern Wealth.
North America accounted for 49 of the 119 new profiles counted by FINTRX, with the western United States home to 28 of the 57 newly identified American firms, a concentration the firm linked to continued technology and entrepreneurial wealth creation in California and neighboring states. Among new single-family offices, 57% were founder-led, while 40% served multigenerational families.
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