Evergreen Gavekal
Evergreen Gavekal is an independent registered investment advisor serving high-net-worth individuals, families, foundations, and endowments. Founded in 1983, the firm specializes in comprehensive wealth management, financial planning, and investment advisory services designed to help clients achieve long-term financial objectives and preserve multigenerational wealth. Evergreen Gavekal combines disciplined investment management with advanced data analytics to analyze investor behavior and market dynamics, providing clients with actionable insights and informed portfolio strategies. The firm also extends its capabilities into alternative investments through its Evergreen Ventures division, offering access to non-public opportunities such as private equity, venture capital, real estate, and private credit. In addition to advisory services, Evergreen Gavekal produces market commentary, proprietary research, and economic insights that help clients stay informed about evolving market conditions, macroeconomic trends, and investment strategy considerations.
ABOUT EVERGREEN GAVEKAL
Evergreen Gavekal helps clients navigate complex financial landscapes through customized portfolio management, integrated financial planning, tax strategy, and risk management solutions designed to support long-term wealth preservation and legacy planning.
The firm takes a holistic view of wealth management, seamlessly integrating investment strategy, financial planning, and risk management into tailored solutions aligned with each client’s financial objectives, time horizon, and risk tolerance.
Evergreen Gavekal also offers multi-family office capabilities designed to meet the complex needs of ultra-high-net-worth families.
These services include estate and legacy planning, family office coordination, governance support, and comprehensive wealth oversight to help families manage, protect, and transfer wealth across generations.
CORE SERVICES & CAPABILITIES
Custom Wealth Management & Financial Planning – Evergreen Gavekal delivers personalized investment portfolios and comprehensive financial plans designed to align with each client’s long-term goals, liquidity needs, and risk profile.
Tax & Estate Planning Integration – The firm works closely with clients and their advisors to implement strategic tax planning and estate coordination strategies that aim to preserve wealth and minimize future liabilities.
Multi-Family Office Services – Evergreen Gavekal provides specialized services for ultra-high-net-worth families, including wealth transfer planning, family governance, and integrated legacy solutions.
Alternative Investment Strategies – Through its Evergreen Ventures platform, the firm offers access to private market investments, including private equity, venture capital, real assets, and private credit, to enhance diversification and return potential.
Market Commentary & Research Insights – Evergreen Gavekal produces regular market commentary, proprietary research, and economic analysis to help clients stay informed about market conditions, macroeconomic trends, and evolving investment opportunities.