Evercore Wealth Management LLC is a leading independent registered investment advisor providing comprehensive wealth management services to high-net-worth individuals, families, and related institutions. Known for its fiduciary approach and personalized client service, Evercore delivers tailored financial strategies that integrate investment management, financial planning, and fiduciary services. As part of Evercore, a global investment banking advisory firm, the wealth management arm benefits from deep institutional expertise while maintaining independent, client-centric operations.

With a strong team of experienced advisors and trust professionals, the firm emphasizes long-term planning and disciplined investment processes designed to preserve and grow wealth across generations. Evercore Wealth Management also includes Evercore Trust Company, N.A., offering trust and fiduciary capabilities, which effectively serve clients with complex estate planning needs. The organization is particularly committed to transparency and alignment of interests, operating on a fee-only model with no product commissions.

Their offerings cater to a range of client goals—from philanthropic planning to multigenerational wealth transfer—backed by deep research and bespoke portfolio construction. Evercore is also recognized for its educational initiatives that help clients make well-informed financial decisions. For more information, visit https://www.evercorewealthandtrust.com/.

Key Services:

– Investment management tailored to individual goals and risk tolerance
– Comprehensive financial planning for individuals and families
– Trust and fiduciary services via Evercore Trust Company, N.A.
– Estate and legacy planning strategies for wealth transfer
– Philanthropic and charitable giving advisory
– Tax-aware portfolio structuring and planning
– Business succession and liquidity event planning
– Multigenerational wealth education and governance