Evercore | Wealth Management

Preserving wealth for future generations requires deep estate-planning expertise and a broad perspective across a range of investment disciplines.

Evercore Wealth Management and Evercore Trust Company work with individuals, families, and related institutions to design and administer tax-efficient wealth transfer strategies that express each client's unique goals and values.

We offer:

• Multigenerational wealth transfer strategies
• Charitable giving strategies
• Testamentary estate planning
• Creation of private foundations and donor-advised funds
• Personal executor and trustee services
• Family wealth stewardship

Building a Legacy: A Case Study