Services
Integrated Support for Complex Financial Lives
Evertern Wealth provides coordinated wealth stewardship for families whose financial lives require alignment across investments, planning, governance, and lifestyle.
Institutional Infrastructure
Client assets are custodied with Goldman Sachs Custody Solutions, providing institutional safeguards while Evertern Wealth delivers independent stewardship.
OUR FRAMEWORK
One coordinated structure
Rather than operating in silos, our services are delivered within one integrated framework, aligning investment strategy, tax planning, estate design, governance, and lifestyle coordination around a long-term vision for your wealth.
CORE SERVICES
Wealth Strategy & Investment Oversight
We design and oversee portfolios shaped by how wealth was created, how it is structured, and what it is intended to support across decades.
Services may include:
- Investment strategy & portfolio construction
- Income strategy for retirement and liquidity events
- Concentrated wealth diversification
- Private investment access and due diligence
- Liquidity planning following business exits
- Ongoing risk management and portfolio oversight
CORE SERVICES
Advanced Planning & Coordination
We coordinate tax, estate, and planning strategies with your existing advisors to ensure critical decisions reinforce long-term objectives.
Services may include:
- Tax strategy coordination
- Estate and trust structure design (in collaboration with counsel)
- Florida residency and domicile planning
- Charitable and philanthropic strategy
- Intergenerational planning and wealth transfer coordination
CORE SERVICES
Family Governance & Education
We help families establish governance frameworks and next-generation education to support continuity and stewardship.
Services may include:
- Family governance framework
- Next-generation financial education
- Family meeting facilitation and decision protocols
- Stewardship planning and values alignment
CORE SERVICES
Family Office Support & Lifestyle Coordination
We provide hands-on support that connects wealth strategy to daily life, including cash-flow oversight, reporting, and lifestyle coordination.
Services may include:
- Bill pay and cash-flow coordination
- Bookkeeping and financial reporting oversight
- Art advisory and asset coordination
- Private aviation and yacht advisory
- Travel and lifestyle coordination