Alere Syon Wealth

Our Story: We created Aletheian Wealth Advisors to best serve families with the most complex estate planning and asset management needs. How We Serve: We put you first, always. We are a multi-family office model that serves as a fiduciary with truth and transparency in an industry not always known for that. Why Aletheian: You will benefit from the highest level of advanced wealth planning and intelligent investment management. We help clients conceptualize the notion of a "family enterprise," and guide you to create a lasting legacy that defines your personal values, mission, and vision for coming generations. We take your complexity and stress, replacing it with clarity, confidence, and peace of mind. o Advanced Financial Planning - We are purposefully built to serve families with complex balance sheets and multi-generational needs. o Smart, Tailored Investment Management - We invest your capital as intelligently as possible, with a focus on lowering costs and increasing tax effficiency. We maximize what is available to you and the people and causes you care about. o Comprehensive Family Office Services - We set ourselves apart as trusted advisors who look out for your family in all aspects of your financial life.

Aletheian Wealth Advisors LLC is a multi-family office based in the United States, specializing in advanced wealth planning and intelligent investment management for families with complex estate and asset management needs. The firm operates with a fiduciary approach, emphasizing cost reduction and tax efficiency.

Aion Wealth Partners SA is a Geneva, Switzerland-based multi-family office. Established in 2023, the firm invests and manages the wealth of wealthy families and entrepreneurs, with a particular focus on long-term wealth preservation. Founded by former UBS bankers Rémi Beuxe and Hugo Revollet, the firm offers personalized investment strategies spanning Venture Capital, Private Equity, Real Estate, and Direct Investments.

Alpen Partners is a Swiss independent wealth management firm specializing in bespoke investment solutions across private equity, venture capital, and global real estate markets, including Switzerland, Germany, Asia, and the U.S. The firm emphasizes active portfolio management and tailored strategies for high-net-worth clients.

Alpha Wealth is a financial advisory firm based in South Africa with multiple offices including Johannesburg, Cape Town, Durban, and international locations such as London and Mauritius. It specializes in bespoke wealth planning, portfolio management, alternative investments, and fiduciary services for high-net-worth clients.

R&S Associates, a Swiss family office based in Geneva, provides personalized asset management and corporate services internationally, focusing on bespoke wealth management solutions rather than specific real estate or sector investments. It emphasizes tailored client value alignment.