Private Wealth Management

Zermatt Private Wealth offers investment strategies from tax planning and wealth transfer guidance to portfolio construction and investment to help achieve your wealth goals.

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OUR APPROACH

Empower Your Future By Maximizing Your Wealth

Invest using Global Perspectives

Wealth and risk management require a broad range of perspectives. Our team looks at a wide range of factors when advising clients. Economics, markets, geopolitics, and research from Wall Street provide the team with the context necessary to provide the best guidance to clients.

Fundamental Diversification Strategies

The cornerstone of wealth is a bespoke, diversified portfolio. Our approach with clients differentiates our philosophy and portfolio building by leveraging the latest technology tools and conducting extensive due diligence, allowing our clients to access unique opportunities and move swiftly enough to capitalize on them.

Build Bespoke Lifestyle Services

Zermatt prides itself on having a notable network of lifestyle partners. curated group of specialists to provide custom guidance and services to complement their distinctive lifestyles We offer access to a curated group of concierge specialists that provide services unique to your distinct lifestyle.

OUR SERVICES

Zermatt uses institutional quality private wealth solutions to create optimal portfolio strategies.

Institutional Portfolio Strategies

Institutional Portfolio Strategies

Sophisticated portfolio management leveraging institutional-grade investment strategies.

Alternative Investments

Alternative Investments

Access to some of the most dynamic hedge funds, venture capital, private equity, and credit funds in the US. Whether it’s a diversified portfolio or single co-investment structures, our alternative portfolios are tailored to clients' needs.

Capital Markets

Capital Markets

Sophisticated solutions combining investment banking and institutional trading expertise.

Liquidity Advisory

Liquidity Advisory

We specialize in family office and corporate cash management with an emphasis on liquidity and capital preservation. Our team works with clients to build an investment policy that aligns with their liquidity needs and delivers superior yields.

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The Zermatt Difference

“Steve is a pleasure to work with, so much so that he has become a friend and confidante. I highly recommend him without any hesitation.”
“Steve is compassionate, diligent, trustworthy, experienced, and competent.”
“Like Stephen personally, but mostly appreciate his diligence with keeping me informed as to the progress of my investments and how this relates to the state of the market.”
“Our retirement planning has been 100% driven by Stephen for almost thirty years.”
“Zermatt's values are profound. They are true, genuine, and strong people.”
“Zermatt understands what we face as entrepreneurs and is proactive in addressing our needs.”
“Zermatt is a firm that listens and continually focuses on serving clients better.”
“The team truly understands our family's unique financial situation and goals.”
“Working with Zermatt has given us confidence in our financial future.”

Zermatt clients were not compensated via credits or other benefits from Zermatt for providing testimonials. Quotes do not necessarily represent all client experiences. Testimonials verified by Indyfin.

Zermatt Private Wealth is versed in the multi-dimensional complexities of managing client wealth.

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