Evercore Wealth Management represents the new standard in wealth management, one that is founded on three core principles:
Independent Advice
We are focused on our clients' goals and are free from the conflicts inherent in most large institutions.
Undiluted investment expertise
We believe that clients benefit from a direct relationship with the experienced investment and fiduciary professionals who manage their wealth.
The value of partnership
Our culture is based on institutional and individual integrity. We work as a team and our interests are aligned to those of our clients.
The firm was founded in 2008 by Jeff Maurer, former CEO of U.S. Trust. Today, there are 23 partners in the firm and a total staff of 52, managing over $2.9 billion in client assets.
The Evercore Wealth Management standard is rooted in client relationships, shaped by our investment expertise and secured by the backing of Evercore Partners, powerful, like-minded institution.