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At Evercore Wealth Management and Evercore Trust Company, strategic wealth planning is at the core of every client relationship.
Our multidisciplinary teams integrate investment management with sophisticated tax strategies, estate structuring, and philanthropic planning. We provide practical, forward-thinking guidance that considers fees, inflation, and the complexities of today’s financial landscape.
Whether addressing concentrated equity, preparing for a liquidity event, or planning for generational legacy, we deliver customized solutions tailored to each client’s risk profile, tax position, and evolving priorities.
Whether you're a business leader, HR professional, or financial planner, we offer tailored strategies and expert perspectives to enhance our clients' executive compensation planning approach.
A thorough evaluation of your financial life forms the foundation for goal-based, personalized wealth planning.
Customized plans are created to support current and future lifestyle needs while maintaining long-term flexibility and financial security.
Tax-aware strategies are developed in collaboration with external advisors or in-house experts to help optimize after-tax outcomes and sustain long-term wealth.
Estate and wealth transfer plans are structured to reflect legacy goals while considering tax efficiency and the complexities of family dynamics.
Compensation and benefits packages are analyzed and structured to support financial objectives and maximize long-term value.
Forward-thinking strategies are designed to optimize outcomes related to liquidity events—such as business transitions or asset sales—with a focus on tax efficiency, liquidity, and risk.
Concentrated equity positions are strategically managed with attention to tax implications, regulatory considerations, and legacy impact.
Existing insurance coverage is evaluated to ensure it aligns with your estate planning goals and is designed to mitigate risk.
Charitable giving strategies—such as private foundations or donor-advised funds—are thoughtfully developed to reflect your values and achieve long-term impact.
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