Sustaining Your Wealth Across Generations
Minimalist strategies for complex estates. We simplify the architecture of your financial life so you can focus on your legacy.
Begin the ConversationGrounded in Portland, Focused on the Future
Serving clients since 2008, Evergreen Capital operates as a boutique fiduciary. We believe that true wealth management goes beyond basic allocation. We specialize in Sustainable Investing (ESG) and comprehensive Family Office Structuring.
Our advisors sit on local philanthropic boards and deeply understand the nuances of Pacific Northwest industries, allowing us to align your capital with both your personal ethics and long-term multi-generational goals.
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Families Served
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Years of Trust
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Assets Under Management
Our Signature Solutions
We deploy a highly specialized, rigorous methodology to secure your financial architecture. Every client journey begins with our proprietary 3-step onboarding process:
- Qualitative Discovery: Mapping your family tree, philanthropic goals, and liquidity timelines.
- Holistic Portfolio Audit via Morningstar Direct: A microscopic analysis of your current holdings to identify tax drag and ESG misalignment.
- Strategic Implementation: Deploying capital into tailored, low-correlation asset classes.
Family Office Structuring
Coordination of multi-generational wealth transfer, family governance protocols, and philanthropic entity creation (e.g., Donor Advised Funds & Private Foundations).
Sustainable Investing (ESG)
Advanced positive screening, impact measurement, and carbon-footprint portfolio analysis ensuring your capital supports a sustainable global economy.
Advanced Estate Planning
Seamless coordination with your legal counsel for trust administration, tax-efficient wealth transfer, and liquidity event planning.
Tax Optimization
Proactive asset location strategies, tax-loss harvesting, and concentrated stock position diversification.
Schedule a Consultation
Our Portland office is open for in-person consultations, or we can connect virtually to accommodate your schedule.
Business Hours: Mon - Thu, 9am - 4pm PT
Serving: Pacific Northwest & Select National Clients