PROTECT
Preserve what you’ve built across generations
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CORE OFFERING
OUR CORE OFFERINGS
A Swiss-regulated boutique firm serving high-net-worth Latin American families. Globally integrated. Emotionally intelligent. Disciplined Trusted
ESFERA WEALTH
Legal, tax, and estate planning structures
ESFERA WEALTH
Succession and governance frameworks
ESFERA WEALTH
Coordination of real estate, lifestyle, and lending
ESFERA WEALTH
Multi-jurisdictional oversight and continuity.
solutions
HOLISTIC WEALTH SUPPORT
We raise the topic of asset protection with our clients and connect them with trusted legal, tax, and structuring experts to safeguard their capital.
legal
financing
real estate
insurance
concierge
crypto
wealth structuring
Family Office Coordination
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Experts for holistic wealth management
Esfera Wealth AG collaborates with Wealth Experts, a trusted global network of top-tier professionals in law, finance, real estate, insurance, entrepreneurship and concierge services.
While we do not provide these services directly, we connect our clients to this network to ensure they receive holistic, tailored solutions that complement our wealth management offering.
This collaboration is unique because it goes far beyond traditional investment advice-giving clients direct access to trusted specialists in:
- Wealth structuring
- International tax planning
- Residency and immigration strategies
- Financing solutions and capital raising
- Retirement and succession planning
- Startup support and business scaling
- Exclusive deal access
- Concierge services (art, travel, education, luxury assets)
- Tailored insurance for complex risks
- Real estate investments and structuring
- Crypto Investments and lending
Thanks to this ecosystem, Esfera Wealth acts as a central hub, seamlessly coordinating solutions through this expert community, ensuring that clients receive comprehensive, conflict-free advice-all under one roof, with Swiss precision and global reach.
FAQ’S
Frequently Asked Questions
A Swiss-regulated wealth management boutique serving high-net-worth families and individuals.
01. Can you connect me to legal, tax, or other advisors?
Absolutely — through our Wealth Experts network, we connect you with a circle of trusted professionals in law, tax, real estate, lending, and insurance.
02. What is Wealth Experts?
Wealth Experts is a trusted partner platform — a global community of top-tier professionals in banking, law, tax, real estate, insurance, and entrepreneurship. Through this network, our clients gain access to bespoke solutions that go beyond investment management, ensuring every aspect of their wealth is protected, structured, and aligned with their long-term goals.
03. Do you travel to my country?
We do travel to certain countries frequently — it depends on where you live. Let us know your location and we’ll be happy to explore options.
04. Do you have a local office?
Our office is in Zurich, Switzerland.
05. CAN FUNDS BE MOVED WITH A LIMITED POWER OF ATTORNEY (LPOA)?
One of the main concerns for new clients who have never worked with a family office or an independent wealth manager is the level of control granted through a limited power of attorney (LPOA).
It’s important to clarify:
- An LPOA does not allow us to transfer funds out of your account.
- The only transfer permitted under the lpoa is the quarterly fee charge for our services — which you can verify at any time through your online banking.
- Any other payment instruction requires a callback confirmation with you.
- Depending on the amount, the bank may also call you directly for an additional layer of verification.
Ultimately, everyone involved — you, us, and the bank — shares the same priority: ensuring that no transfers are ever executed without your explicit authorization.
STILL HAVE QUESTIONS
Can’t find the answers you’re looking for? Please chat to our friendly team.