Evoke Advisors

If you have over $5M in investable assets (excluding primary residence), you aren't just an investor—you may be a Qualified Purchaser. This status grants you access to a different tier of the financial world: exclusive private market alternatives. I’m Mark Sear, Managing Partner at Evoke Advisors. We manage over $28.4 billion in assets (as of 9/30/25) for more than 900 families and institutions. We use that scale to open doors. Our reputation provides Qualified Purchasers entry into compelling private opportunities often unavailable to the general public. Ready to see what your status unlocks? Let’s schedule a complimentary consultation.

If you have over $5M in investable assets (excluding your primary residence), you may qualify as a qualified purchaser — giving you access to exclusive alternative investment opportunities. I'm Mark Sear, Managing Partner at Evoke Advisors, a Forbes-ranked* private wealth advisory firm managing over $28.4 billion in assets (as of September 30, 2025) for over 900 high-net-worth families and institutions nationwide. We believe our scale and reputation give qualified purchasers access to a broad range of compelling private market investments. If you qualify, we offer a complimentary consultation to discuss our investment approach. *EVOKE Advisors is a wholly owned subsidiary of MAI Capital Management LLC.

A liquidity event isn't just about the deal — it's about regaining control of your calendar. We guide founders through post-sale investment strategy, wealth protection, and financial planning so your proceeds can help support your long-term goals. Start with the wealth planning checklist: evokeadvisors.com/exit

Your Wealth. Your Future. Your Legacy. A founder’s wealth strategy shouldn’t be generic. It should be as tailored as the business you built. At Evoke Advisors, we help you manage the transition to private investor and seek to: 1. Secure cash flow for the lifestyle you’ve earned. 2. Preserve wealth for the next generation. 3. Optimize for tax and philanthropic impact Get the Founder’s wealth planning checklist here evokeadvisors.com/exit.

Selling your business is an impactful moment, but the real work begins when the deal closes. At Evoke Advisors, we help founders design a personalized wealth strategy that helps bridge the gap between their exit and their next chapter. Download our Pre-Sale Planning Checklist for key steps to help protect your capital, refine your tax strategy, and support funding the life you’ve worked to create. Download the checklist today at evokeadvisors.com/exit

Selling your business is an impactful moment, but the real work begins when the deal closes. At Evoke Advisors, we help founders design a personalized wealth strategy that helps bridge the gap between their exit and their next chapter. Download our Pre-Sale Planning Checklist for key steps to help protect your capital, refine your tax strategy, and support funding the life you’ve worked to create. Download the checklist today at evokeadvisors.com/exit