Esfera Wealth

Listen. Learn. Grow.

Resources

Explore thought-provoking podcasts and audio insights tailored for investors, families, and entrepreneurs.
At Esfera Wealth, we share perspectives that inform, empower, and inspire long-term thinking.

Esfera Wealth

FAQ’S

Frequently Asked Questions

A Swiss-regulated boutique firm serving high-net-worth Latin American families.

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.

Wealth Experts is our trusted partner platform — a global community of top-tier professionals in banking, law, tax, real estate and insurance. Through this network, we offer clients bespoke solutions beyond investment management, ensuring that every aspect of their wealth is protected, structured, and aligned with their long-term goals.

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.

Our office is in Zurich, Switzerland. However, through Wealth Experts, we collaborate with trusted partners in over 15 cities worldwide.

STILL HAVE QUESTIONS

Can’t find the answere you’re looking for? please chat to our friendly team