This website (the "Site") is provided as a service of Evercore Wealth Management, LLC ("EWM"). By accessing EWM's website, you agree to the following terms and conditions:
EWM is a U.S. Securities and Exchange Commission ("SEC") Registered Investment Advisor ("RIA"). A copy of EWM's Form ADV-Part II is provided to all clients and prospective clients, and additionally is available for review on this Site by clicking here.
We may change these Terms of Use from time to time without notice to you. You should review these Terms of Use each time you use the Site to make sure you agree to them. By using this Site after changes have been made to these Terms of Use, you are agreeing to accept and comply with those changes.
Nothing on the Site should be construed as a solicitation or offer, or recommendation, to acquire or dispose of any investment or to engage in any other transaction. EWM does not render or offer to render personalized investment advice or financial planning advice through the Site. EWM's specific advice is given only within the context of our contractual agreements with each client. The Site is limited to the dissemination of general information about EWM's service offerings, and provides an alternative method for prospective clients to learn more about EWM, and contact EWM. Advice may only be rendered after the delivery of Form ADV-Part II. Information on this Site is solely offered to, and solely intended for use by citizens of the United States.
When you access certain links on the Site you may leave the Site. The inclusion of any link does not imply our endorsement. We encourage you to read the terms of use and privacy statements of these Linked Sites as their policies may differ from ours.
You may download or print out a hard copy of individual pages and/or sections of the Site, and files made available for download, provided that you do not remove any logos or other proprietary notices. Any downloading or otherwise copying from the Site will not transfer title to any software or material to you. You may not reproduce (in whole or in part), transmit (by electronic means or otherwise), modify, link into or use for any public or commercial purpose the Site without the prior written permission of EWM.
Please remember to contact EWM if there are any changes in your personal and/or financial situation or investment objectives for the purpose of reviewing, evaluation, and/or revising our previous recommendations and/or services, or if you want to impose, add to, or modify any reasonable restrictions to our investment advisory services.
Past performance may not be indicative of future results. Therefore, no individual should assume that future performance of any specific investment strategy will be profitable or equal the corresponding indicated performance level. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for an individual's investment portfolio.
The information contained on this Site is provided for informational purposes only. The information on this Site has not been approved or verified by the SEC or any other governmental authority. Certain portions of the Site (e.g., newsletters, articles, white papers, etc.) may contain a discussion of, or provide access to, positions or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current recommendations. Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from EWM. No portion of the Site content should be interpreted as legal, accounting or tax advice.
Decisions based on information contained in the Site are the sole responsibility of the user, and in exchange for using this Site, the user agrees to hold EWM harmless against any claims for damages arising from any decisions the user makes based on such information.
The information, products and services on this Site are provided on an "AS IS," "WHERE IS" and "WHERE AVAILABLE" basis. Neither Evercore, nor any of its affiliates (together, "Evercore") warrants that the information or services provided herein or your use of this Site generally, either expressly or impliedly, for any particular purpose and expressly disclaims any implied warranties, including but not limited to, warranties of title, non-infringement, merchantability or fitness for a particular purpose. Evercore will not be responsible for any loss or damage that could result from interception by third parties of any information or services made available to you via this Site. Although the information provided to you on this Site is obtained or compiled from sources we believe to be reliable, Evercore cannot and does not guarantee the accuracy, validity, timeliness or completeness of any information or data made available to you for any particular purpose.
Neither Evercore, nor any of its affiliates, directors, officers or employees, nor any third party vendor, will be liable or have any responsibility of any kind for any loss or damage that you incur in the event of any failure or interruption of this Site, or resulting from the act or omission of any other party involved in making this Site, the data contained herein or the products or services offered on this Site available to you, or from any other cause relating to your access to, inability to access, or use of the web Site or these materials, whether or not the circumstances giving rise to such cause may have been within the control of Evercore or of any vendor providing software or services. In no event will Evercore or any such parties be liable to you, whether in contract or tort, for any direct, special, indirect, consequential or incidental damages or any other damages of any kind even if Evercore or any other such party has been advised of the possibility thereof. This limitation on liability includes, but is not limited to, the transmission of any viruses which may infect a user's equipment, failure of mechanical or electronic equipment or communication lines, telephone or other interconnect problems (e.g., you cannot access your internet service provider), unauthorized access, theft, operator errors, strikes or other labor problems or any force majeure.
Evercore cannot and does not guarantee continuous, uninterrupted or secure access to the Site.
If a court determines that any Term of Use is illegal or unenforceable, then such term will be eliminated and the remaining Terms of Use will remain in force and effect.