Vector Wealth Management

Founded in Minneapolis, MN, Vector Wealth Management operates as a Registered Investment Adviser focusing on comprehensive financial planning services, including investment management and real estate integration, leveraging the expertise of its team led by industry veteran Tom Lyons.

Vector Wealth Management SA (Vector WM) is a Lugano, Switzerland-based multi-family office. Established in 2009, the firm provides tailored wealth management and advisory services to multiple ultra-high-net-worth families, entrepreneurs, and individuals across Europe and globally. Vector WM operates under a fully independent, open-architecture model, ensuring unbiased portfolio construction and investment recommendations. The firm's core services include discretionary and advisory portfolio management, succession planning, family law and governance advisory, multi-generational wealth transfer strategies, and real estate advisory across direct and indirect holdings. Additional capabilities extend to art advisory, institutional and corporate client support, and specialized consulting for complex cross-border wealth issues. Vector WM maintains relationships with leading Swiss and international depositary banks, enabling flexibility in custody arrangements and execution. Vector WM's investment strategy encompasses both direct and fund-based allocations across a broad range of asset classes, including public equities, fixed income, real estate, private equity, illiquid investments, and alternative assets such as art. Real estate remains a core advisory focus, spanning commercial, residential, and mixed-use projects in Switzerland and international markets. Private equity and non-liquid investments are approached with a mid-to-long-term horizon, emphasizing capital preservation, strategic growth, and diversification. Vector WM offers clients access to exclusive co-investment club deals, structured through special purpose vehicles.

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