Family Office Structure

Unlike other advisors seeking hundreds of clients per advisor, we serve a select group of clients and operate as your personal CFO. We are happy to run point between your estate team, tax professionals and second and third generation decision makers. You’ve been successful, now our goal is to remove the time you spend chasing people down so you can prioritize what is important to you.

The result is holistic tax and estate planning along with generational and charitable giving advice all working as one, strategically and planned out.

Unparalleled Service

Most investment firms grow via scope and scale; Evansbrook strives to do it via service. We built this platform to work with a select group of families – allowing us to know every single person and provide individualized advice rather than slot clients into a predetermined mold or risk parameter. Let us do the work to build you a portfolio that aligns with what’s important to you. That might be an increased hedge against inflation, investments centered on agriculture or a bullish long-term play on emerging markets.

Certain families may prioritize income generation or guard against downside. At Evansbrook, we can be a centralized figure to run point between business administrators, bookkeepers, accountants, and attorneys – even helping manage the family dynamic with grown children and inherited wealth, when asked.

Competitive Fees

Our investment management fees are industry leading and always disclosed. You get complete customization and tailored advice; we do not collect trading commissions or charges, bond mark-ups or other one-off fees for financial planning and additional requests.

Access Anywhere

Evansbrook prides itself on being available when you need something. That means holidays, weekends and after the market closes. When you have a question or a need to talk something through, we’re here, on a direct line. Expect quarterly portfolios, and in-depth annual reviews. Anytime you want to sit down face-to-face, we’ll be there.

We are investors and traders, students of the market, first

Client growth is via referrals, not endless marketing. You won’t see a lot of fancy newsletters, podcasts or marketing material. Our focus is watching global macro markets, making strategic moves (when necessary) in each portfolio, and servicing the clients we have. We believe in consistently proving our worth, rather than having to sell our value – our clients can see it in their statements.