Evergreen Gavekal

Overview

Evergreen Gavekal is the operating name of Evergreen Capital Management, LLC, an SEC-registered investment adviser. The firm reports managing $7.5 billion in assets as of June 30, 2026.¹²

History

Established in 1983, Evergreen describes itself as independent and employee-owned.²

Timeline

1. 1983Established in 1983, Evergreen describes itself as independent and employee-owned.
2. 2026The firm reports managing $7.5 billion in assets as of June 30, 2026.

Leadership

Current leadership includes Tyler Hay, Chief Executive Officer and Partner; Jeff Dicks, Chief Investment Officer and Partner; Wyatt Hay, Chief Operating Officer and Partner; and Michelle Watson, Executive Vice President, Family Office and Partner.³

The broader team includes Sean Figueroa, CFA, CFP®, Managing Director, Family Office and Partner; Jeff Eulberg, JD, CFP®, Managing Director, Family Office and Partner; and Katie Vercio, CFP®, Director of Financial Planning.³

Services

Evergreen provides investment management, investment consulting, and financial planning for individuals, trusts, endowments, and pension and retirement plan accounts.¹

Private wealth management serves individuals with $2 million to $30 million in investable assets. The process includes goals-based asset allocation, cash flow modeling, diversification across public and private markets, tax and estate review, risk review, and regular investment reviews.⁴

Family office services are designed for families with net worth exceeding $30 million.²

Through Evergreen Ventures, qualified investors can access alternative investment funds and opportunities in venture capital, private equity, real estate, and private income.⁴

Tax preparation and advice for individuals, families, and business owners are provided through affiliated Evergreen Sterling Kuder. Trust services and estate administration are provided through affiliated Evergreen Trust Services, LLC, a Washington-registered trust company.¹²

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Trust and fiduciary
• Administration and bill pay
• Business owner services
• Private and alternative investments
• Retirement planning

Client Focus

Evergreen works with high-net-worth individuals, families, and endowments nationwide. Its private wealth offering targets clients with $2 million to $30 million in investable assets, while its family office services support families whose net worth exceeds $30 million.²

Approach

Evergreen describes its approach as employee-owned, team-based, and fiduciary. The firm emphasizes customized strategies, independent advice, and continuity planning.⁵

Assets and Minimums

Evergreen reports $7.5 billion in assets under management as of June 30, 2026. Its Form CRS states that the typical minimum account size is $1 million, with discretion to waive the minimum and higher minimums for certain strategies.¹²

FAQs

Related resources

• LocationMultifamily offices in Bellevue

  This directory can help a family compare multifamily office options in Bellevue and the broader Pacific Northwest. Reviewing nearby firms alongside Evergreen Gavekal's nationwide client focus may clarify which providers offer investment management, planning, trust support, and family administration for complex household or endowment needs.

• Network siteEstatePlanner.com

  EstatePlanner.com offers practical guides on wills, trusts, beneficiary choices, and related decisions. A business owner or family considering Evergreen Gavekal's tax planning and trust and fiduciary services can use these materials to frame questions about estate documents, succession, and coordination with attorneys and other advisers.

• Network siteFamilyOfficeDatabases.com

  FamilyOfficeDatabases.com provides lists of family offices and investors that can support market research. A prospective client can use the databases to compare how different organizations serve wealthy families, business owners, and endowments, then identify questions about private investments, reporting, administration, and relationships with outside specialists.

• GuideHow multifamily offices invest

  This MultifamilyOffices.com overview explains common ways multifamily offices allocate across public markets, private investments, alternatives, and other holdings. It gives a family or business owner a basis for discussing risk, liquidity, retirement goals, and portfolio oversight with a firm offering investment management and financial planning.

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  Profiles of Aletheian Wealth Advisors LLC, Parcion Private Wealth, and Avantia Investment Services offer comparison points within this site. Reading their stated services and client focuses can help a family or owner assess which questions to ask about planning, investments, fiduciary work, tax matters, and bill pay.

Sources

1. SEC Form CRS for Evergreen Capital Management, LLC
2. Evergreen Gavekal, About Us
3. Evergreen Gavekal, Our Team
4. Evergreen Gavekal, Private Wealth Management
5. Evergreen Gavekal, Our Approach

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.