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Evergreen Gavekal

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Bellevue, WA
Evergreen Gavekal

Evergreen Gavekal offers a breadth of financial planning services for ultra-high-net-worth families and individuals.

As of 9/30/25, Evergreen Gavekal manages $6.8 billon of assets. We currently manage over $2 billion in total assets for over 500 clients. We provide a full suite of services to clients, including asset management, financial planning, retirement planning, estate planning, and tax planning. We offer in-house investment solutions, which we can customize for clients depending on their specific invest

ment goals, risk tolerance, and time horizon. To research more about our services and staff, please see our website: www.evergreengavekal.com.

08/27/2026

Retirement is one of the most significant financial transitions you'll experience, and a successful one depends on coordinating decisions — income, taxes, healthcare, and estate planning — that are easy to address separately but work best planned together. This piece covers a checklist for building a well-coordinated retirement plan, since small choices in one area can ripple into another. Starting early gives you more flexibility down the road.

Retirement is one of the most significant financial transitions you will experience. A successful retirement requires coordination across income planning, taxes, healthcare, estate planning, and your vision for the years ahead.

08/20/2026

Wealth built in technology and wealth built in real estate produce oddly mirrored psychologies. Tech wealth can feel abstract: concentrated in one company's fate, often tied up in vesting schedules for years. Real estate wealth feels tangible, but can lack that same growth story. This piece explores why each group wants what the other has, and why diversifying increasingly requires access to private markets, since so much company growth now happens before a business ever goes public.

While there can be exceptions, most of the wealth accumulation we observe from Evergreen clients has been derived from technology or real estate. Those whose wealth has come from technology feel as though their financial success is largely "digital wealth." They can see it on a screen, yet it seems....

08/13/2026

Ten-figure financings may be a rational response to the capital needs of AI, energy, space, and advanced manufacturing companies. However, capital raised is not the same as value created, and history shows how quickly enthusiasm can outpace fundamentals.

08/07/2026

Washington's taxes have changed a lot since 2021 - and by 2028, three separate taxes could apply to the very same event, like selling a business or passing on wealth. The next year and a half is a good window to review your plan before that third tax lands.

Washington used to be simple, at least on the tax front. No income tax, no estate tax to speak of, and capital gains that stayed out of the state's reach. That framework has shifted piece by piece since 2021, and by 2028 it will have shifted completely. For business owners, equity holders, and retir...

07/30/2026

The IRS and Treasury just released instructional details for opening and managing Trump Accounts . As an update to our post about the new savings accounts for kids under 18, we've updated our previous post about Trump Accounts with information about the enrollment steps. For families with an eligible child, this is a good moment to revisit how — or whether — a Trump Account fits into your broader financial plan..

Since our original post on January 8, 2026, the IRS and Treasury have released more details on the enrollment and account management process of Trump Accounts: How do I open an account? Parents/guardians can open a Trump Account for an eligible child using IRS Form 4547. This form can be completed....

07/23/2026

Markets have been unusually calm for weeks — but that quiet may not last long. This week, Gavekal's Louis-Vincent Gave breaks down four developments (from currency policy shifts to Middle East tensions to cracks in tech company debt) that could shake things up.

A quick glance at financial markets would seem to indicate that everyone has taken a month off to watch the football World Cup. The DXY index is essentially at the same level as in mid-June (or late March). The S&P 500 and SOX indices are at roughly the same levels as in mid-to-late May. Long-dated....

07/16/2026

Big tech isn't the only thing driving markets anymore. This quarter, smaller companies, value stocks, and real estate stepped up, helping markets have their best quarter since 2020. Our CIO Jeff Dicks breaks down the shift, the AI spending debate, and what's next.

This quarter's rally didn't come from where you'd expect. After AI-driven mega-cap stocks powered much of the last two years' gains, the broader market, value stocks, smaller companies, real estate took the lead, helping stocks post their best quarter since 2020. Meanwhile, oil prices eased on a ten...

07/09/2026

Job growth cooled last month, and the reasons why are more interesting than the headlines suggest. This piece breaks down five things happening in hiring right now — including how AI is changing what companies expect from workers, without replacing them outright.

Data on the health of the job market is one of the most important inputs for understanding the economy. It informs monetary policy, business confidence, consumer sentiment, and increasingly sits at the center of the debate about artificial intelligence: whether hiring is slowing, whether entry-level...

07/02/2026

This week we're spotlighting an interview with Gerry Cardinale, Founder and Managing Partner of RedBird Capital, on the intersection of sports, media, and private equity—a space where Evergreen Ventures has invested through RedBird-sponsored funds. Cardinale talks rising team valuations, institutional capital, and RedBird's stake in AC Milan, making the case that durable value comes from building lasting platforms, not just winning. A timely read as the World Cup renews attention on sports as an asset class.

This week, we're highlighting a recent interview with Gerry Cardinale, Founder and Managing Partner of RedBird Capital, on the evolving intersection of sports, media, and private equity. In the discussion, Cardinale shares his perspective on the rapid rise in professional sports team valuations and....

06/25/2026

Medicare is an important part of retirement planning, but understanding your options can be more complex than many people expect. From enrollment deadlines and coverage decisions to managing healthcare costs over time, the choices you make can have a lasting impact on your financial plan. In this piece, we highlight five key Medicare considerations to help you make more informed decisions and get the most from your coverage.

Medicare is the federal health insurance program available to Americans at age 65, covering a range of medical services from hospital stays to doctor visits, preventive care, and prescription drugs. For most people, it becomes the foundation of their healthcare coverage in retirement, but navigating...

Address

1412 112th Avenue NE, Suite 100
Bellevue, WA
98004

Opening Hours

Monday	8am - 4pm
Tuesday	8am - 4pm
Wednesday	8am - 4pm
Thursday	8am - 4pm
Friday	8am - 4pm

Website

http://www.evergreengavekal.com/

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