What services does Evercore Wealth Management offer?
We serve clients across the full spectrum of wealth management capabilities. These include:
- Strategic wealth planning that is customized to your specific goals, circumstances and risk tolerance;
- Global asset allocation and management, including non-proprietary manager selection and oversight through a goals-based investment methodology;
- Access to the global investment research resources of Evercore Partners;
- Private banking services through our relationships with non-affiliated banks;
- Trustee, executor, and custody services through Evercore Trust Company, N.A. Evercore Trust Company, an affiliated company, is a national trust bank with assets under administration of over $30 billion.