Evercore Wealth Management, a division of Evercore (NYSE: EVR), manages wealth for high-net-worth individuals, families, and foundations. The New York City-based firm, established in 2008, focuses on clients with $5 million or more in investable assets, offering customized investment management and wealth planning.
The firm’s connection to Evercore’s larger financial advisory business, one of the largest independent investment banking firms globally, creates unique advantages. This integration enables access to institutional-level investments and sophisticated financial solutions, while maintaining personalized service for each client.
The wealth management approach at Evercore centers on building lasting investment strategies with careful risk management and tax planning. For families interested in preserving wealth across generations, the firm excels in creating strategies for wealth transfer and philanthropic planning. The independent investment philosophy and deep expertise in family wealth education make this firm particularly valuable for clients seeking comprehensive financial guidance.