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Family office services are delivered with a clear purpose: to act as a trusted partner in managing and sustaining multigenerational wealth. Grounded in a fiduciary mindset, our approach integrates strategic planning, investment management, and trust services to reduce complexity and provide clarity across all aspects of family wealth.
Through personalized strategies, coordinated advice, and deep subject-matter expertise, we help families manage, grow, and transition wealth in alignment with their values and long-term vision. Our solutions are designed to evolve with the family’s needs—supporting stewardship today and for generations to come.
Martha Pomerantz, Partner and Portfolio Manager at Evercore Wealth Management, shares how the firm brings together sophisticated investors, entrepreneurs, and families through dynamic educational programs.
A unified view across investments, trusts, real estate, and philanthropic assets—instilling confident, informed decision-making with clarity and transparency.
Support for preserving your family’s vision through estate planning, governance frameworks, and educational initiatives that prepare future generations for responsible stewardship.
Mission-aligned strategies that seek to maximize the impact of charitable giving with a goal toward tax efficiency and long-term effectiveness.
Institutional-level expertise proactively identifies and provides suggested tactics to mitigate risks to your family’s financial, legal, and structural well.
Investment and Wealth Management services are provided by Evercore Wealth Management, LLC an investment advisor registered with the U.S. Securities and Exchange Commission (the "SEC") under the Investment Advisers Act of 1940. Registration with the SEC does not imply a certain level of skill or training. Trust and custody services are provided by Evercore Trust Company, N.A. a national trust bank regulated by the Office of the Comptroller of the Currency.
Client retention rate is based on data from 06/30/24 – 06/30/25. Assets under management are as of 06/30/25