By Ranga Srinivasan and Ramprasad Satagopan Balance sheet planning at the household level can aid in better decision-making and goal-setting,...
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Empowering your Financial Future
We are the trusted partner in Wealth Management and your Family’s Financial Journey
Everest is a SEC registered Financial Advisory firm based out of Silicon Valley servicing clients across the US. Our mission is to grow household wealth using a systematic investment process with uncompromising integrity.
Who we are
Everest Management Corp
traces its roots back to the aftermath of the dot-com collapse in the early 2000s. Founded by two engineers, Ranga Srinivasan and Ramprasad Satagopan, who were dissatisfied with the financial services available, they aimed for something better. Recognizing the need for transparent, effective wealth management, the duo set out to create a firm grounded in fiduciary principles.
What we do
Comprehensive Services for Affluent Families
Welcome to Everest, where we specialize in providing tailored financial services for affluent families with investable assets exceeding $2 Million. Our offerings are designed to address the unique needs and aspirations of affluent families ensuring their financial goals are met with precision and expertise.
Balance Sheet Advice
Let us review your entire balance sheet and provide personalized recommendations on structuring your investments. We’ll identify any inefficiencies, tax implications, and opportunities for growth, helping you to maximize your wealth.
Partnership Approach
For related areas like insurance, estate planning and taxation we’ve partnered with a select group of trustworthy, skilled, and cost-effective firms to deliver our services.
Experience the Everest difference and unlock the full potential of your wealth. Contact us today to learn more about how we can help you achieve your financial objectives.
How We Do It
Wealth Accumulation
We will help families compound their entire balance sheet in a systematic way
Private Investments
While most people are familiar with public market investments in stocks and bonds, few are aware of the opportunities available in private markets.
Advanced Tax Strategies
Using our proprietary Five Dimensions of Tax Savings Model, we put unique tax strategies to work that are aligned with your personalized goals.
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.
Is Everest a fit for you
At Everest, we employ a fiduciary wealth management model, prioritizing our clients’ interests above all else.
Product and services from
Blogs
Managing Liquidity Smartly
Liquidity, like two sides of a coin, can be viewed from two perspectives. On one side is a family’s need...
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The Role of Private Market Investments
As financial advisors in Cupertino, CA, Everest strives to provide guidance and education on wealth management matters. We hope this...
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