Everest Management Corp

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Affluent Families
Ultra Wealthy

Customized Services for the Ultra Wealthy

Families with wealth higher than $25 Million often have needs beyond those of the Affluent families, especially in areas such as Legacy Wealth Transfer, and impacting societal causes through Charitable giving. Our specialized services are catered to address the special needs of the ultra wealthy, ensuring their goals are met with precision and expertise

Balance Sheet Augmentation

The ultra-wealthy often have complexity and access to both mainstream and alternative investments. Through existing balance sheet analysis, Everest is able to provide access to specialized Real Estate, Credit or Private Equity investments that meet either their income, legacy wealth transfer, or charitable goals.

Generational Wealth Transfer Advice

Planning for your legacy ? Our team excels in advanced estate planning techniques, including irrevocable trusts and specialized life insurance products like PPLI and PPVA. We'll help you transfer your wealth to subsequent generations efficiently, minimizing taxes and maximizing the legacy you leave behind.

Philanthropic Guidance

Make a meaningful impact on society with our philanthropic advisory services. We'll work closely with you to explore tax-advantaged methods for charitable giving, ensuring your contributions go further while aligning with your values and goals.