About Us

 

 

Is Evercore Wealth Management right for me?

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Our firm serves high net worth individuals and families across the United States, from offices in New York, Tampa, Minneapolis and San Francisco. Clients include entrepreneurs in a wide range of fields, from technology to real estate to the arts, business executives, financial services professionals, and multigenerational inheritors. They have investable assets ranging from $5 million to hundreds of millions.
 
All of our clients value independent advice and direct relationships with the senior professionals who manage their wealth.
 
Feel free to contact us with any questions you might have about our firm and our distinctive approach to wealth management.
 
 

What is the relationship between Evercore Wealth Management and Evercore?

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Evercore Wealth Management is the U.S. wealth management subsidiary of Evercore, the global independent investment banking advisory firm founded by Roger Altman in 1995 and listed on the New York Stock Exchange (NYSE: EVR). Evercore owns 62.5% of Evercore Wealth Management; partners in our firm own the remaining equity.
 
Evercore’s Investment Banking business advises its clients on a wide range of transactions and issues and provides institutional investors with high quality equity research, sales and trading execution that is free of the conflicts created by proprietary activities. Evercore’s Investment Management business comprises wealth management and institutional asset management. Evercore serves a diverse set of clients around the world from 27 offices and affiliate offices in North America, Europe, South America and Asia. More information about Evercore can be found on the company’s website at www.evercore.com.
 
A related company, Evercore Trust N.A. was established in 2009 as a national trust bank, delivering specialized investment management, independent fiduciary and trustee services to employee benefit plans. Evercore Trust additionally provides personal trustee, executor, and custody services to high net worth individuals and families in combination with Evercore Wealth Management.
 
 

What does integrated goals-based wealth management mean to me? How does it differ from the practices at most financial services firms?

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Every client at the firm is served by at least two senior professionals, a wealth advisor and a portfolio manager, who will come to know you and your family well, and who will be directly accountable to you for the decisions they make on your behalf. We have one of the lowest turnover rates in the business and are committed to long-term relationships.
 
Your Evercore Wealth Management professionals work together as a team, with each other and, as needed, with your other advisors, to fully integrate and execute planning and investment decisions to help you reach your financial goals. That’s a very different approach than is practiced at many other firms. At Evercore Wealth Management, we are free from the bureaucracy and conflicts of interests inherent at many financial services firms.
 
Your Evercore Wealth Management team is supported by the full resources of our national firm and by our colleagues at Evercore Trust N.A., and Evercore. We are able to manage complex situations and plan for multi-generational families and philanthropic legacies.
 
To learn more about our integrated approach, click here.
 
 

Why is independent advice important to high net worth clients?

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The interests of our partners are aligned with those of our clients. That means a commitment to what some of our colleagues describe as “radical transparency.”
 
We don’t adhere to one-size-fits-all asset allocation models and we don’t push investment product. Instead, we create a customized asset allocation process for each client based solely on the prospect of achieving success relative to that client’s specific objectives and constraints.
 
We design and manage discrete pools of capital with the goal of meeting specific objectives such as lifestyle requirements, wealth accumulation and preservation, and legacy aspirations. Our fee structure is simple, across all asset classes.
 
We measure our success by both competitive benchmarks and by meeting each client’s goals.
 
 

What does Evercore Wealth Management mean by direct relationships?

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We know how important a real relationship with their advisors is to our clients and to their families. It’s important to us as well. We founded this firm in part because we have no interest in navigating large bureaucracies or pushing one-size-fits-all solutions.
 
We know that private investors are best served by a real connection with investment professionals and planning professionals who manage their wealth.
 
 

What is the investment process at Evercore Wealth Management?

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Our client portfolios are shaped by client aspirations and constraints and managed in that context in an effort to drive the best possible after-tax, after-fee returns.
 
We have world-class capabilities in global asset allocation, defensive and growth investment strategies, and external manager selection and review. We accommodate existing holdings, including concentrated stock positions, in customized portfolios across a range of asset classes defined by their risk and liquidity characteristics. We manage these portfolios through a process we call Efficient Architecture, which combines our proprietary expertise and carefully selected external investments.
 
We are proud of our performance, as measured both by competitive benchmarks and by our success in meeting our clients’ goals.
 
 

Does Evercore Wealth Management provide trust and fiduciary services?

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Evercore Wealth Management provides clients with personal trust, custody and executor services through its affiliated national trust company, Evercore Trust Company, N.A. Evercore Trust was established in 2009 and delivers specialized investment management, independent fiduciary, and trustee services to employee benefit plans, as well as services to high net worth individuals and families in combination with Evercore Wealth Management.
 
Our trust officers, who are among the most experienced professionals in the industry, work closely with our clients to create innovative, flexible and timely solutions that carry out the clients’ intentions and maintain the well-being of the beneficiaries.
 
To learn more about Evercore Trust, please visit: www.evercoretrust.com.
 
 

What does Evercore Wealth Management mean by partnership values?

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Many of us have worked together for years, sharing our experience and best thinking to serve our clients and to build and invest in this firm together. We also work as partners with our colleagues at Evercore, the global independent investment banking firm, and at Evercore Trust Company N.A., an affiliated national trust company. Most important, we work directly with our clients, delivering independent advice and investment expertise free of the conflicts at many financial institutions.
 
In other words, our interests are aligned with yours.
 
 

Does the firm provide family office services?

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We deliver a full suite of family wealth management services, working closely with our clients, their other advisors and, if applicable, their family offices. Our services include:
 

  • Consolidated investment and performance reporting for families and related entities
  • Tax planning
  • External services coordination, including insurance (life, medical, property/casualty), valuation firms, healthcare, tax/accounting, legal and business consulting)
  • Philanthropic planning and management
  • Intergenerational planning and education
  • Alternative asset administration
  • Management of information flow to tax and legal advisors
  • Family trust disbursements

 
 

Does Evercore Wealth Management work with institutional clients?

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We serve individuals, families, and related foundations at Evercore Wealth Management. We work with our colleagues at Evercore Trust Company to serve other institutional clients. For information on Evercore Trust, please visit: www.evercoretrust.com.
 
 

What is Independent Thinking?

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Independent Thinking is the quarterly journal of Evercore Wealth Management, reflecting the thought leadership of the firm, our colleagues at Evercore and Evercore Trust and selected external advisors. We produce related communications, seminars and customized events for our clients.
 
 

What other client services does Evercore Wealth Management provide?

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We provide a range of educational services, including our Independent Thinking series of events and materials focused on thoughtful giving, philanthropy, impact investing, special needs and special purpose trusts, Baby Boomers, Generation X and socially responsible investing. Our Wise Women program is dedicated to engaging and empowering women of all ages to take responsibility for their financial futures and contribute to their family’s wellbeing.
 
 

How does Evercore Wealth Management ensure that my assets are secure?

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Evercore Trust Company, an affiliated company, is the primary custodian of client assets at Evercore Wealth Management. Evercore Trust is a national trust bank, regulated and supervised by the Office of the Comptroller of the Currency. Evercore Trust uses SEI Private Trust Company as its subcustodian to provide custody and recordkeeping services for its clients’ accounts. As trust companies, both Evercore Trust and SEI Private Trust Company segregate the assets they hold in custody on behalf of clients from their own assets. Client assets are therefore not subject to the claims of any creditors of the trust companies.
 
 

How do I open an account with Evercore Wealth Management?

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Qualified investors with $5 million or more in investable assets can open an account with Evercore Wealth Management by signing our investment management agreement and related documents. We begin the process of understanding your goals and wealth planning considerations immediately and we begin supervising the account as soon as the agreement is received. We will work with you to transfer your assets from your current custodian to Evercore Trust Company or we will work with you and your designated custodian to grant discretionary trading authority to us. We are happy to work with your existing advisors, including your attorney and accountant.
 
 

How do I learn more about Evercore Wealth Management?

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Come meet us. The essence of our firm is in our people and the ways in which we work together to help our clients achieve their goals. We’ll introduce you to several members of our team and take the time to understand your unique goals and circumstances. You’ll be able to experience firsthand why families are choosing Evercore Wealth Management as their trusted advisor.