CONNECT
Belong to a curated ecosystem of learning, exchange,
and opportunity.
Esfera Wealth
connect to experts
Wealth Experts
We connect you to high-trust peer groups to solve real business challenges
Curated members
Clear objectives
Invite-only
COnnect to peers
NextGen Academy
&
mastermind group
We bring together heirs and entrepreneurs with experts and peers to foster meaningful, transformational experiences.
Multi-city learning journey
Investing, structuring, leadership
Peer exchange & personal growth
Connect to us
Inside Esfera Podcast
Where ideas, stories, and legacies meet Jargon-free.
ESFERA WEALTH
Interviews with Experts and Entrepreneurs.
ESFERA WEALTH
Learn from shared experience
ESFERA WEALTH
A window into Esfera’s values
FAQ’S
Frequently Asked Questions
A Swiss-regulated wealth management boutique serving high-net-worth families and individuals.
01. What is the NextGen Academy?
A unique learning and networking platform for the children of our clients, offering access to trusted experts in banking, legal, real estate, insurance, and entrepreneurship in cities like Mexico City, Miami, Madrid, and Zurich — both in person and through online events.
02. What is the Mastermind Group?
An invitation-only peer group for business leaders and clients to exchange ideas, collaborate, and grow — personally and professionally.
03. Do I get the contact of the banker when working with you?
If you request it, absolutely. However, Esfera Wealth AG will remain your main point of contact for all matters.
STILL HAVE QUESTIONS
Can’t find the answers you’re looking for? Please chat to our friendly team.