The Architecture of Intergenerational Wealth
Exploring the structural foundations that support wealth across multiple generations.
Everden Wealth & Legacy
We are a private wealth and legacy advisory firm serving individuals and families who value clarity, continuity, and long-term stewardship.
We advise clients through important stages of wealth creation, preservation, and transition — providing structured guidance for decisions that matter today and across generations.
Who We Serve
Business Owners & Entrepreneurs
Advising through growth, liquidity events, succession, and long-term capital planning.
Senior Professionals & Executives
Structuring wealth to support lifestyle goals, family priorities, and future optionality.
Affluent Families
Preserving and transferring wealth with intention, governance, and foresight.
Next-Generation Wealth Holders
Helping successors build clarity, competence, and confidence.
Our Advisory
Wealth Structuring & Protection +
💰 Positioning assets with resilience, efficiency, and purpose.
Investment Strategy & Portfolio Oversight +
📈 Guiding long-term decisions aligned with risk tolerance and life objectives.
Estate & Legacy Planning +
🏛️ Supporting continuity, stewardship, and intergenerational transition.
Cross-Border & International Planning +
🌍 Advising clients with regional and global considerations.
Long-Term Advisory Partnership +
🤝 Providing continuity through life stages, market cycles, and change.
The Everden Way
Clarity Before Complexity
We believe sound advice begins with understanding — not products.
Partnership Over Transactions
We build long-term relationships grounded in trust and alignment.
Legacy Beyond Lifetime
We consider not just accumulation, but responsibility, continuity, and impact.
Our advisers operate under professional and regulatory standards, guided by a shared commitment to integrity, discretion, and sound judgement.
We believe trust is earned quietly — through consistency, discipline, and responsibility.
Licensed and regulated under applicable financial advisory standards
Perspectives from Everden
Decision-Making Under Uncertainty
Frameworks for navigating complex financial decisions with clarity and confidence.
The Steward's Mindset
Cultivating responsibility and foresight in wealth management.
A Career with Everden
Everden is built for individuals who see advisory as a profession — not a sales role.
We develop advisers with strong foundations, sound judgement, and long-term perspective.
New to Professional Advisory
Start your journey with comprehensive training and mentorship.
Career Switch to Professional Advisory
Leverage your experience while building new advisory expertise.
Experienced Advisers & Leadership
Advance your career with strategic opportunities and leadership development.
Begin a Conversation
Whether you are exploring a private advisory relationship or a professional pathway, we welcome a thoughtful discussion.