Our Approach


The Evercore Wealth Management series of educational programs brings together like-minded individuals, couples and families to consider specific topics, including next-generation financial education, socially responsible investing, impact investing and special needs trusts.

These events range from gatherings of several dozen women (recent speakers at the firm’s Wise Women program have included Gloria Steinem and Jacqueline Novogratz) to intimate lunches and dinners with partners in our firm.
Our educational programs include:

  • Thoughtful Giving
  • Philanthropy
  • Impact Investing
  • Special Needs/Purpose Trusts
  • Wise Women
      We work directly with women and their other advisors to make the complex simple, helping you knowledgably determine:

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  • Baby Boomers
      Evercore Wealth Management CEO Jeff Maurer leads the firm’s interests in the wealth planning issues confronting the Baby Boom generation.

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  • Young Wealth Builders
  • Socially Responsible Investing