Evergreen Gavekal

Multi Family Office Investment Firm

Evergreen Gavekal is an independent registered investment advisor (RIA), founded in 1983, specializing in comprehensive wealth management solutions for high net-worth individuals, businesses, and foundations. The firm offers investment management, tax services, and financial planning. Its alternative investment division, Evergreen Ventures, focuses on non-public investments including Real Estate, Venture Capital, Private Equity, and Private Credit. Evergreen Gavekal helps clients navigate the complexities of wealth and create a legacy that aligns with their values.

Firm Investment Focus

Investment Stages

Late Stage

Focus Areas

Financial Services
Real Estate & Construction
Recent Activity

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