Wealth-Management-Everest-Management-Corp-Cupertino-CA

Your Financial Primary Care Provider

Similar to a primary care physician (PCP) for health, we serve as a caretaker for all your needs related to wealth. Our relationship is a partnership: as the client, you commit and engage with our holistic approach, and as the financial professionals, we commit to bringing the knowledge, empathy and integrity needed to serve you. We see it as our responsibility to provide financial guidance to the next generation of family members; in fact, we count several children in our roster of clients.

Family Office Model 

The needs of ultra-wealthy families are often more complicated in matters related to investing, legacy, taxation, and philanthropy. They seek additional sources of returns from private markets and real estate. They have a strong desire to impact society positively via philanthropy. Their tax situations are complex, with high concentrations of single company stocks and high, ongoing income tax and capital gains. They look for sophisticated estate planning solutions to pass on wealth to their heirs. Everest takes a bespoke approach to servicing such families, customizing solutions to meet their goals.

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Wealth-Management-Everest-Management-Corp-Cupertino-CA

Proprietary Software Platform

One of the unique benefits of working with our firm is our proprietary software, which allows our clients to direct their household capital across different brokerage platforms as a single portfolio. 

Features include:

  • A “smart-householding” technique, which delivers cost and tax advantages across multiple account types like taxable, tax-deferred, tax-free, and 401(k)s
  • A design that supports both tax management and asset allocation
  • Customized performance reports, which allow you to see different views based on your individual goals  

Helping First-Generation Americans

Our organization is fueled by the impact we’re able to have on our clients’ lives. For first-generation immigrants in the U.S., we bring unique insight into the challenges that come with learning to manage wealth in a different and often unfamiliar way.

Benefits of working with our firm:

  • We will guide you through the process of selecting appropriate investment vehicles and strategies that fit your goals.
  • We will serve as your trusted referral source and help you find the right professionals in related areas like taxes, estate planning, and insurance.
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In Partnership with

Ameritrade Institutional
AQR
BAM
Dimensional
eMoney Advisor
NAPFA
TIAA CREF