Serial fintech pioneer Harris will share how founders, funders and senior executives who generate large equity value can take advantage of multiple advanced tax strategies to reduce or, in some cases, eliminate taxes on their company equity

Evergreen Wealth:

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Serial fintech entrepreneur Bill Harris, founder and CEO of Evergreen Wealth, a digital technology-driven, next-generation RIA, former CEO of PayPal, former CEO of Intuit, and founding CEO of Personal Capital, a wealth management firm he started and grew to $23 billion in assets

WHAT: “Save the Date” to join serial fintech entrepreneur, Bill Harris, former CEO of PayPal, former CEO of Intuit, and founder of Personal Capital, to discuss his latest venture, Evergreen Wealth, a digital, next-generation Registered Investment Advisor (RIA) that provides tax-aware investment management and AI-powered financial advice to affluent and high-net-worth clients seeking to build long-term wealth. The company recently launched with more than $100 million in assets under management.

Evergreen Wealth is built on the learnings from Harris’s previous ventures and leadership — PayPal (financial technology innovation), Intuit and TurboTax (taxes) and Personal Capital (investment management) — to create a next-generation wealth advisory firm that integrates human guidance with intelligent technology that delivers higher after-tax performance for high-net-worth individuals and their families.

WHO: Bill Harris, founder and CEO of Evergreen Wealth, a digital technology-driven, next-generation RIA, former CEO of PayPal, former CEO of Intuit, and founding CEO of Personal Capital, a wealth management firm he started and grew to $23 billion in assets. Harris will be joined by Christopher Karachale, a leading QSBS (Qualified Small Business Stock) attorney in Silicon Valley and Partner at Hanson Bridgett. Harris has personally worked with Karachale on multiple exits and will share how proper tax planning can reduce, or in some cases, eliminate taxes when selling company stock.

WHY: Founders, Funders and senior executives who generate considerable equity value also generate large tax liabilities. There are multiple advanced tax strategies that can reduce or, in some cases, even eliminate tax on the company stock that high-net-worth executives receive, including:

• ISOs, Non-Quals and RSUs
• Qualified Small Business Stock (QSBS)
• Concentrated positions and tax transitions
• Charitable and estate considerations

WHEN and WHERE:

• Monday, October 20, from 4:00 pm – 5:30 pm at The Battery in San Francisco, followed by drinks and networking from 5:30 pm – 7:00 pm
• Wednesday, October 22, from 4:00 pm – 5:30 pm at the Rosewood Sand Hill in Menlo Park, followed by drinks and networking from 5:30 pm – 7:00 pm

PRESS RSVP & INTERVIEWS: Accredited press can schedule an interview with Harris and Karachale in San Francisco on Monday, October 20, at The Battery, or in Menlo Park on Wednesday, October 22, at the Rosewood Sand Hill. Harris is also available for one-on-one scheduled interviews with the media on Tuesday, October 21. Accredited media are kindly requested to RSVP, register their interest or request an interview at evergreenwealth@wearemgp.com.

FOUNDER, FUNDER & SENIOR EXECUTIVE RSVP: Silicon Valley founders, funders and senior executives with a minimum of $250,000 in investable assets are encouraged to request an invitation to Evergreen Wealth’s Silicon Valley events at either The Battery or the Rosewood Sand Hill in Menlo Park. Attendees will receive a complimentary iPad as a thank you for attending the event. Please email evergreenwealth@wearemgp.com to request a personal invitation from Bill Harris. Please note that space is limited and subject to pre-approval and availability.

About Evergreen Wealth

Evergreen Wealth is a Registered Investment Advisor (RIA) registered with the Securities and Exchange Commission (SEC) that provides investment management and financial advice to affluent and high-net-worth individuals and families. We build custom-engineered, tax-optimized Dynamic Portfolios for our clients, purposefully designed to deliver higher after-tax performance, and financial advice through the combination of investment advisors and Evergreen Intelligence, an agentic AI advice engine.

Founded by fintech pioneer Bill Harris, the Evergreen Wealth team has offices in Miami, Dallas and Raleigh, NC. Follow Evergreen Wealth on LinkedIn or visit evergreenwealth.com to learn more.

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