Our Approach

 
 

Family Wealth Services
 
As multigenerational families grow, the needs of individual families of the succeeding generations require personal wealth management advice to address each of their own particular goals and objectives while coordinating with global family initiatives to leverage the resources of the family enterprise.
 

Evercore Wealth Management acts as a personal wealth advisor to each of the individual family members to advise on issues across retirement lifestyle planning, estate and wealth transfer planning, income tax planning, philanthropic strategies, insurance reviews, risk management and individual asset allocation decisions, in the context of their personal objectives.
 

We work very closely with the family’s existing advisors and family office to ensure that they receive coordinated advice and counsel and have the proper governance structures in place. We also work with individual family members, where needed, to improve their overall understanding of the financial, fiduciary, legal and tax aspects of their ownership in the family wealth enterprise.
 
Together with our affiliate, Evercore Trust Company, N.A., we deliver customized fiduciary trust and family wealth services that include
 

  • Wealth Transfer Planning
  • Reporting
  • Family Governance & Facilitation
  • Financial Education

 
 

Administrative Services

 

There are no 1-800 numbers at Evercore Wealth Management. Your family and, if appropriate, family office are served by a dedicated team of wealth management professionals, working as a centralized information hub.

 

We provide consolidated reporting for families and their related entities, to serve as the basis for our integrated strategic wealth planning and investment consulting process, as well as for family meetings. Reporting and other communications are customized to suit each family.

 

In other words, we make ourselves available to you and your family, on your terms.

 

  • Consolidated investment and performance reporting for families and related entities
  • Tax planning
  • External services coordination, including insurance (life, medical, property/casualty), valuation firms, healthcare, tax/accounting, legal and business consulting)
  • Philanthropic planning and management
  • Intergenerational planning and education
  • Alternative asset administration
  • Management of information flow to tax and legal advisors
  • Family trust disbursements

 

We can also act as a custodian through Evercore Trust Company, N.A.