Evolv Family Wealth

Our Platform

Evolv's Personal CFO Solution

Concierge style services tailored to what you want and need.

Evolv’s Personal CFO solution offers a level of personalized financial guidance that goes beyond traditional financial planning and investment management. Our concierge-style services are tailored to meet your unique needs and priorities, providing you with a comprehensive and integrated approach to managing your finances.

We work closely with you to understand your financial goals, and Your Personal CFO leverages a broad network of experts across various fields to provide you with customized guidance and solutions. Whether you require tax planning, legal services, insurance, or any other specialized expertise, our strategic partners are available for the support and resources you need to make informed decisions with confidence.

At Evolv, we believe that true financial success comes from a collaborative approach, and we are committed to working with you every step of the way to help you achieve your goals and secure a better future.

CONCIERGE SERVICES

  • The Complete Integrated Advisor

    Generational Wealth Planning

    As your family and wealth grow, it’s important that everyone be on the same page with how that wealth will transition over time, both during your lifetime and after you have passed. We will help set up a family advisory board to educate the next generation and to get the entire family involved in the decision-making process. We work with you to set your family's Mission Statement and the "why" of your wealth.  Having a clear strategy for the family's wealth and a platform for communicating regularly, success can be set up for many generations to come.

    Find Out More

  • The Complete Integrated Advisor

    Goals Based Planning & Investing

    We believe that each of your goals should be approached independently when it comes to building an investment plan and allocating resources to that plan. As we continue to grow your wealth, we will benchmark the performance of each pool of dollars against the actual goal. This allows us to demonstrate to you how the growth is having a material impact on your life plan. Our Investment Committee has the experience needed to navigate various markets and help ensure your portfolio goals are met.

    GET STARTED TODAY

  • The Complete Integrated Advisor

    Real Estate

    An area of advice that is typically siloed outside of the wealth management industry is the management of real estate assets within an overall portfolio. With real estate playing an integral part of most family wealth pictures, Tyler Kolbenschlag, through his affiliation with Berkshire Hathaway HomeServices Carolinas Realty, is able to represent our clients in the acquisition and sale of their primary homes, vacation properties, and investment holdings.

    GET STARTED TODAY

  • The Complete Integrated Advisor

    Risk Management

    Growing your wealth is a priority, but protecting and preserving that wealth is equally as important. Our team will analyze multiple areas of risk to ensure you have the proper coverage and/or asset protection structures in place. This includes advice on life, disability, health, personal lines and various specialty insurance policies, as well as asset protection strategies through property entity structuring.

    GET STARTED TODAY

  • The Complete Integrated Advisor

    Business Strategy/Mergers & Acquisitions

    We can help you take your business full cycle, from start-up to exit, all while incorporating it into your family’s life plan. When ready to make your exit or transition, we help ensure our clients recognize the full value of their business while implementing a proper tax strategy to keep more of what you make. Our team has run point on a growing number of business acquisitions to include coordinating contract negotiation, legal, tax, lending, accounting, and operational transition.

    GET STARTED TODAY

  • The Complete Integrated Advisor

    Tax Planning

    It’s not about what you make, it’s about what you keep. Our team works with your CPA, or ours, to build a plan before the year starts to ensure we are executing for 365 days every year, minimizing your taxes to the largest degree possible. There are many advanced strategies that can be implemented to lower your tax bill and put more dollars in your pocket and/or into your investments.

    GET STARTED TODAY

  • The Complete Integrated Advisor

    Executive Compensation

    Stock option and equity award plans offer a tremendous opportunity to create additional wealth that, if properly utilized, can speed you to your life/wealth goals. Our team first educates you on your plan specifics, then builds an on-going strategy to ensure you're maximizing the benefit you receive, all while being cautious of the potential tax consequences. We proactively reach out to you when a vesting occurs, providing details, recommendations, and an execution plan.

    GET STARTED TODAY

  • The Complete Integrated Advisor

    Strategic Giving

    Most families don't have a dedicated strategy for making charitable contributions, and simply donate cash when asked or are feeling compelled to help. By creating a strategic gifting strategy, the impact of your dollars can be compounded greatly. While cash is a good option, donating highly appreciated, non-cash assets like stock or private business interests can save you even more on taxes, and provide additional dollars for you to save, invest, or donate. Our team can show you how to properly utilize a Donor Advised Fund, set up an Employee Assistance or Scholarship Program, and even donate a portion of your business before you exit, which in return creates massive tax savings and significant giving impact

    GET STARTED TODAY

  • The Complete Integrated Advisor

    Cash Flow Analysis

    Utilizing that same technology, we are able to identify where your dollars are being utilized and determine the most effective way to prioritize spending vs. saving. Through our systematized review process, we will collaboratively create the discipline needed to achieve your most important life goals.

     
    GET STARTED TODAY

  • The Complete Integrated Advisor

    Lifestyle Services

    There are many transactions in life that require careful planning and detailed follow through to ensure you are making the right decision and that all the important pieces come together.  We quarterback the process from start to finish for major purchases like boats, cars, homes, and life's other fun toys.  Other concierge services include travel planning, club memberships, and entertainment experiences, just to name a few.

    GET STARTED TODAY

    • The Complete Integrated Advisor

      Generational Wealth Planning

      As your family and wealth grow, it’s important that everyone be on the same page with how that wealth will transition over time, both during your lifetime and after you have passed. We will help set up a family advisory board to educate the next generation and to get the entire family involved in the decision-making process. We work with you to set your family's Mission Statement and the "why" of your wealth.  Having a clear strategy for the family's wealth and a platform for communicating regularly, success can be set up for many generations to come.

      Find Out More

    • The Complete Integrated Advisor

      Goals Based Planning & Investing

      We believe that each of your goals should be approached independently when it comes to building an investment plan and allocating resources to that plan. As we continue to grow your wealth, we will benchmark the performance of each pool of dollars against the actual goal. This allows us to demonstrate to you how the growth is having a material impact on your life plan. Our Investment Committee has the experience needed to navigate various markets and help ensure your portfolio goals are met.

      GET STARTED TODAY

    • The Complete Integrated Advisor

      Real Estate

      An area of advice that is typically siloed outside of the wealth management industry is the management of real estate assets within an overall portfolio. With real estate playing an integral part of most family wealth pictures, Tyler Kolbenschlag, through his affiliation with Berkshire Hathaway HomeServices Carolinas Realty, is able to represent our clients in the acquisition and sale of their primary homes, vacation properties, and investment holdings.

      GET STARTED TODAY

    • The Complete Integrated Advisor

      Risk Management

      Growing your wealth is a priority, but protecting and preserving that wealth is equally as important. Our team will analyze multiple areas of risk to ensure you have the proper coverage and/or asset protection structures in place. This includes advice on life, disability, health, personal lines and various specialty insurance policies, as well as asset protection strategies through property entity structuring.

      GET STARTED TODAY

    • The Complete Integrated Advisor

      Business Strategy/Mergers & Acquisitions

      We can help you take your business full cycle, from start-up to exit, all while incorporating it into your family’s life plan. When ready to make your exit or transition, we help ensure our clients recognize the full value of their business while implementing a proper tax strategy to keep more of what you make. Our team has run point on a growing number of business acquisitions to include coordinating contract negotiation, legal, tax, lending, accounting, and operational transition.

      GET STARTED TODAY

    • The Complete Integrated Advisor

      Tax Planning

      It’s not about what you make, it’s about what you keep. Our team works with your CPA, or ours, to build a plan before the year starts to ensure we are executing for 365 days every year, minimizing your taxes to the largest degree possible. There are many advanced strategies that can be implemented to lower your tax bill and put more dollars in your pocket and/or into your investments.

      GET STARTED TODAY

    • The Complete Integrated Advisor

      Executive Compensation

      Stock option and equity award plans offer a tremendous opportunity to create additional wealth that, if properly utilized, can speed you to your life/wealth goals. Our team first educates you on your plan specifics, then builds an on-going strategy to ensure you're maximizing the benefit you receive, all while being cautious of the potential tax consequences. We proactively reach out to you when a vesting occurs, providing details, recommendations, and an execution plan.

      GET STARTED TODAY

    • The Complete Integrated Advisor

      Strategic Giving

      Most families don't have a dedicated strategy for making charitable contributions, and simply donate cash when asked or are feeling compelled to help. By creating a strategic gifting strategy, the impact of your dollars can be compounded greatly. While cash is a good option, donating highly appreciated, non-cash assets like stock or private business interests can save you even more on taxes, and provide additional dollars for you to save, invest, or donate. Our team can show you how to properly utilize a Donor Advised Fund, set up an Employee Assistance or Scholarship Program, and even donate a portion of your business before you exit, which in return creates massive tax savings and significant giving impact

      GET STARTED TODAY

    • The Complete Integrated Advisor

      Cash Flow Analysis

      Utilizing that same technology, we are able to identify where your dollars are being utilized and determine the most effective way to prioritize spending vs. saving. Through our systematized review process, we will collaboratively create the discipline needed to achieve your most important life goals.

       
      GET STARTED TODAY

    • The Complete Integrated Advisor

      Lifestyle Services

      There are many transactions in life that require careful planning and detailed follow through to ensure you are making the right decision and that all the important pieces come together.  We quarterback the process from start to finish for major purchases like boats, cars, homes, and life's other fun toys.  Other concierge services include travel planning, club memberships, and entertainment experiences, just to name a few.

      GET STARTED TODAY
    Your Personal CFO

    A Team of Experts Built Around You

    Discovery


    WE WANT TO KNOW WHO YOU ARE AND WHAT YOUR GOALS ARE

      What is your financial DNA? What are the business and personal goals that are most important to you and your family for the short and long term?
    Assessment


    YOUR PERSONAL CFO WILL CREATE A COMPREHENSIVE WEALTH ASSESSMENT

    We will gather all of the data necessary to create your initial plan and get you started on achieving your personal and professional financial goals.
    Implementation



     

    YOUR PERSONAL CFO EXECUTES YOUR PLAN

     

    We will execute the strategy outlined in your plan so you don't have to. You are the CEO, making decisions so that your CFO team can handle all of the heavy lifting. This can save you time and money while giving you a more holistic picture of your wealth and goals.

    Monitoring

     
    REGULAR MEETINGS WITH COMPREHENSIVE UPDATES ON YOUR WEALTH STRATEGY
    Your Personal CFO will provide details on what has been done, what items need to be handled now, where you stand on your goals, and what should be done moving forward to stay on track.
    MEET OUR TEAM
    BECOME A CLIENT
    Your Personal CFO

    A Team of Experts Built Around You

    Discovery
    WE WANT TO KNOW WHO YOU ARE AND WHAT YOUR GOALS ARE

    What is your financial DNA? What are the business and personal goals that are most important to you and your family for the short and long term?

    Assessment
    YOUR PERSONAL CFO WILL CREATE A COMPREHENSIVE WEALTH ASSESSMENT

    We will gather all of the data necessary to create your initial plan and get you started on achieving your personal and professional financial goals.

    Implementation
    YOUR PERSONAL CFO EXECUTES YOUR PLAN

    We will execute the strategy outlined in your plan so you don't have to. You are the CEO, making decisions so that your CFO team can handle all of the heavy lifting. This can save you time and money while giving you a more holistic picture of your wealth and goals.

    Monitoring
    REGULAR MEETINGS WITH COMPREHENSIVE UPDATES ON YOUR WEALTH STRATEGY

    Your Personal CFO will provide details on what has been done, what items need to be handled now, where you stand on your goals, and what should be done moving forward to stay on track. 

    MEET OUR TEAM
    BECOME A CLIENT

    Take charge of your financial future.

    Schedule your discovery call with Evolv Family Wealth today and explore the advantages of personalized strategies, expert support, and unparalleled growth opportunities.

    schedule a call
    Evolv Family Wealth

    Investment Advisory Services offered through Alphastar Capital Management, LLC a SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Evolv Family Wealth and Alphastar Capital Management, LLC are affiliated entities.

    Real estate services offered through Berkshire Hathaway HomeServices (BHHS). Evolv Family Wealth and Alphastar Capital Management, LLC are independent of BHHS.

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