Our Approach

 
 

Family Office Services
 
As families grow and change, the needs of individual members and the family as a whole become more complex. Lifestyle planning, estate and wealth transfer planning, income tax planning, philanthropic strategies, insurance reviews, risk management and individual asset allocation decisions are just some of the issues to consider, in the context of individual circumstances and attitudes to risk.
 

Together with our affiliates, Evercore Trust Company, N.A. and Evercore Trust Company of Delaware, we deliver customized fiduciary trust and family wealth services that include:
 

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

 

Administrative Services

 

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
  • Alternative asset administration
  • Family trust disbursements

 

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