About Us

Evora Wealth Experts

Evora is a Switzerland-based boutique wealth optimization firm with a solid global reputation for helping high and ultra-high net wealth individuals and families preserve legacy-making financial success. Our highly qualified professionals have more than 20 years of experience defining and implementing sophisticated wealth preservation strategies for an extensive portfolio of clients from Latin America, the US and Europe.

Get in touch

Evora Wealth Experts

Someone is sitting in the shade today because someone planted a tree a long time ago.

Partners Isabel Coret and Maureen Ferreira-Walters founded Evora Wealth Experts on the belief that quality is the most important factor for discerning clients. In a fiduciary service market awash with high-volume service providers with pre-made solutions, Evora stands out for its personalized approach to handling its clients’ most sensitive financial issues with skill and tact. Coret, a certified accountant with vast experience in fiduciary services, and Ferreira-Walters, a licensed attorney with proven expertise in international tax, personally work with clients and their other service providers to ensure that strategies of varying complexity are calibrated to achieve the long-term financial goals across multiple generations.

Evora’s bespoke service offerings are tailored to clients’ goals in full compliance with relevant jurisdictions’ legal and ethical standards, all while respecting the bond of confidentiality that is the bedrock of fiduciary relationships.

About Us

Shaping the Future for over 20 Years

We prefer an agile structure that allows our professionals to deal directly with clients, which means you will not waste time second-guessing our advice. Our pledge is to anticipate and personally assist clients with any questions they might encounter. This approach has helped Evora grow exponentially in a short period of time mainly through word of mouth. The firm is well-regarded among law firms and wealth managers in São Paulo, Rio de Janeiro, Lisbon, Geneva and Lausanne. We invite you to contact us for more details on how we can help you or your client identify and implement our wealth optimization strategies.