Private
Wealth Management
Wealth and investment management for individuals with a net worth of $2-15M.
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Family Office
A comprehensive wealth management solution for ultra-high-net-worth investors.
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Evergreen Ventures
Alternative investment funds: a compelling component of a long-term, diversified portfolio.
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Evergreen
Sterling Kuder
Tax preparation and advice for individuals, families, and business owners.
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Trustee Services
Professional trustee services and estate administration.
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Multi-Gen Approach
Evergreen Gavekal thrives on its multi-generational approach — both within our team and the clients we serve. Our team spans generations, bringing a wealth of perspectives and financial expertise that enriches our ability to serve clients at every stage of life. This distinction helps us better understand and connect with our client base, which includes individuals and families across multiple generations.
By embracing these generational differences, we’re able to offer progressive, forward-thinking solutions tailored to a wide range of needs and expectations. Whether it’s leveraging cutting-edge technology or honoring traditional values, we aim to meet our clients where they are — and guide them confidently into the future.
Independent Advice
We serve as a fiduciary, putting our clients’ best interests first in every decision. Our investment recommendations are based solely on what benefits our clients—we receive no compensation or incentives from any investment products we recommend.
What True Diversification Really Means Today—and How to Durably Reshape your Portfolio
Duplication does not equal diversification After most workouts, I make my way to the steam room at the local athletic club. Recently, I found myself sweating away as I listened to two guys talking about the concept of diversification. One guy says to the other, “do you… Read More
Yes, Nvidia’s Results Were Terrific. But…
Investor sentiment can turn on a dime based on a single economic report, a sudden policy pivot, or a mega-cap earnings announcement. In today’s markets, emotion and narrative drive short term moves just as much as fundamental data. These hair trigger sentiment shifts have always influenced segments of the… Read More
Warren Buffett’s Quiet Hand-Off: Lessons from His Thanksgiving Letter
Few things in life are certain, but one truth holds up every time: Father Time is undefeated. Warren Buffett, the legendary investor who has steered Berkshire Hathaway through decades of market cycles while building one of the most admired track records in history, is no exception. In his latest Thanksgiving… Read More