Evercore Wealth Management, a registered investment advisor, serves high net worth individuals, families and related institutions, delivering customized investment management, financial planning, trust and custody services. The firm was founded in 2008 by Jeff Maurer, former CEO of U.S. Trust, on three core principles: Independent Advice; undiluted investment expertise and the value of partnership. Today, there are 17 partners in the firm and a total staff of 39, managing over $1.5 billion in client assets.
We represent a new standard in wealth management, one that is rooted in client relationships, shaped by our investment expertise and secured by the backing of Evercore Partners, a powerful, like-minded institution. Our clients are attracted to our partnership model because we deliver Independent Advice and undiluted investment expertise. In other words, we are exclusively focused on your goals.