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Simplifying the complexities
of family wealth

Managing prominent wealth requires a dedicated level of service and tailored investment offerings. A focused discipline on integrating investments with sophisticated planning techniques helps us maximize clients' financial legacy.

SCHEDULE A CONSULTATION

Our highest priority is to act in the best interest of our clients

While each set of needs may differ we offer consistency through a time-tested approach. Our philosophy is that trust is earned and not given. Our network allows us to connect like parties with common needs and questions.

The ultra high net worth process

We constantly challenge the status quo with the goal of better managing wealth

1

DISCOVERY SESSION

Outline client goals.
Define risk tolerance.
Asset analysis.
Review key risks.

2

 DEVELOP 

FINANCIAL PLAN

Align with estate plan.
Review tax implications.
Determine investment strategies.

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3

INVESTMENT MANAGEMENT

Asset advisory.
Performance evaluation.
Perform due diligence.
Uniquely tailored portfolios.

4

TACTICALLY ADJUST

Monitor assumptions.
Tax management.
Opportunistic shifts.

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GET STARTED

Holistic approach

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Services

INVESTMENT STRATEGY

  • Investment policy development

  • In-house portfolio management

  • Dedicated cash management

  • Actively managed bond portfolio

  • Core & alternative asset class oversight

  • Allocation & rebalancing oversight

LIFESTYLE SERVICES

  • Cash flow management and forecasting

  • Private travel coordination

  • Aircraft / watercraft management

  • Real estate strategy review & coordination

  • Family education & communication

WEALTH TRANSFER PLANNING

  • Estate administration & beneficiary education

  • Cost analysis & negotiation of trustee fees

  • Agent for trustee compliance & trustee fiduciary services

RISK MANAGEMENT

  • P&C insurance assessment

  • Life insurance analysis

  • Carrier solvency reporting

PHILANTHROPY

  • Donor-advised funds & personal giving programs

  • Multi-generational objectives

  • Foundation & grant administration

TAX STRATEGY

  • Tax preparation & filing

  • Year-round strategic reviews

  • Personal and business compliance

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Athletes & Entertainers

Evergreen works side-by-side with athletes, breaking the cycle of how to think about money and manage money. We work side-by-side with our clients to ensure they develop a healthy financial future while following their dreams. 

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About Evergreen Gavekal

Evergreen Gavekal is an independent registered investment advisor (RIA*) serving high-net-worth individuals, families, and endowments. Since 1983, one key directive has guided how we operate: the unwavering commitment to our clients and their investments. Our strategic array of financial services provides a wide spectrum of investment solutions to tackle today’s increasingly complex global markets. We are committed to establishing and maintaining relationships where clients view us not simply as investment professionals, but also as their trusted partners. Our entire team is working toward the same goal: a secure financial future for our clients. At Evergreen, we believe superior communication is at the foundation of success for an investor. While each of our client’s pursuits is unique, Evergreen puts their interests above all else.

MEET OUR TEAM