The Evans May Approach

Within our in-house team, each member has a specialized role and together we work through a disciplined client process to implement comprehensive wealth strategies and maintain ongoing financial clarity.

A Family Office Approach to Wealth Management

As your life, family and wealth become more complex, it takes a family-office level of service to keep everything on track. We’ve taken our core investment expertise and market knowledge, and built around it a robust financial planning solution and first-class client service model.

Through this comprehensive wealth process, we help our clients manage and track not only their investments, but their whole financial lives.

What does your family legacy look like?

For many families, the purpose of your wealth is closely tied to your vision of your family’s legacy, but questions of risk, longevity, and attrition create uncertainty and concern. In fact, 90% of U.S. families are affected by wealth attrition.

Each family’s needs are unique. We build an architecture that addresses the complexities – investments, personal and family considerations, changing market conditions – that will evolve over time as you’re building your wealth. This normally involves future generations coming to the table to communicate and collaborate, so that all family members are active stewards of their family’s wealth. We have found that this process helps reduce risk, increase longevity, eliminate attrition, and, ultimately, solidify your family legacy.

Retirement is all about longevity.

53% of wealthy investors expect to live to 100. For many, the biggest retirement question is about the longevity of wealth and lifestyle – you want to know that your lifestyle will not outpace your wealth.

Many of our clients are either retired or approaching retirement. We have decades of experience working with pre-retirees and retirees to design customized investment and retirement income strategies to ensure your wealth will last.

How do you establish financial independence when your wealth is concentrated in a business or corporation?

34% of small business owners lack a retirement plan and almost 40% are not confident they can retire by age 65. When you have an equity stake in a business or corporation, managing and diversifying your wealth requires an in-depth understanding of the complexities of company stock, mitigating risk and effectively navigating business transitions.

We understand that for many business owners and executives, their business is their “baby” – you’ve cultivated it and grown it through years of hard work. For decades, we have guided business owners and Fortune 500 executives on a path to financial independence, through customized strategies that balance and diversify their holdings over time.