“It can be difficult to discuss money, particularly in a family setting. Evolution Strategies has guided us in a multi-generational discussion of how we view money and its uses to arrive at a set of shared principles. They’ve also helped us with a plan to reach our goals. Their approach is holistic in that it incorporates both a discussion of values and the practical aspects of legacy planning.” 

“Darrell has taught us how to have conversations that give us a better understanding of our family values, responsibilities, and the future. In a short period, we’ve taken concrete steps to plan our intergenerational wealth transfer as well as share our thoughts on giving back to our communities.” 

“Their understanding and experience informed me of my current and future financial picture, that I wasn’t fully aware of. After working with Evolution Strategies, I had a more thorough understanding of what options were available to me.”

The team at Evolution Strategies has given us the tools to plan and execute what is critical to our values and vision, including ways to speak to our children about the future. Working with them gives us knowledge and power in the emotionally charged area of legacy planning and transfer of wealth.”

“Darrell’s skills are venerable and unquestioned. However, it is the long-lasting relationships he builds with his clients and his commitment to unfettered professionalism that set him apart and create a standard for advising we can all learn from and aspire to.”