Strategic wealth and investment planning is the core of Evercore Wealth Management's wealth management offering. Evercore Wealth Management strives to create an asset allocation policy for each client based solely on achieving success relative to that client's specific objectives. Evercore Wealth Management prepares a comprehensive review of our client's investment objectives, return expectations, risk tolerance, income and liquidity needs, income tax situation, estate and wealth transfer planning, philanthropic plan and legacy aspirations in order to better understand the desired goals. Pools of capital are then created to meet specific objectives such as: personal lifestyle requirements, wealth accumulation, wealth transfer goals, philanthropic aspirations, and legacy objectives. Then, these pools of capital are allocated to our clients' various financial entities (i.e. personal assets, retirement plans, trusts, partnerships) to best position the appropriate strategies from an asset location perspective.