• Managing Portfolios
    in Buoyant Markets
    Global Investment Management
    Committed to meeting our
    clients’ financial goals, and to earning
    and sustaining their trust
    Committed to meeting our
    clients’ financial goals, and to earning
    and sustaining their trust
  • Thoughtful
    Giving to Heirs
    Strategic Wealth Planning
    Committed to meeting our
    clients’ financial goals, and to earning
    and sustaining their trust
    Committed to meeting our
    clients’ financial goals, and to earning
    and sustaining their trust
  • I Am a Trust Beneficiary
    – Now What?
    Trust & Family Office Services
    Committed to meeting our
    clients’ financial goals, and to earning
    and sustaining their trust
    Committed to meeting our
    clients’ financial goals, and to earning
    and sustaining their trust
  • Our Financial
    Journey
    Perspectives on Wealth
    Committed to meeting our
    clients’ financial goals, and to earning
    and sustaining their trust
    Committed to meeting our
    clients’ financial goals, and to earning
    and sustaining their trust

THE NEW STANDARD IN WEALTH MANAGEMENT

We offer families, foundations and endowments a modern and more personal alternative in wealth management. Partners at our firm, who include some of the most experienced professionals in the industry, invest and plan for your future, on your terms.

We are independent thinkers managing complex wealth in Evercore’s culture of integrity – and focused on delivering real results.

INDEPENDENT THINKING

The Evercore Wealth Management Journal

Bringing you analysis and perspective on today’s important wealth management issues.

Independent Thinking is published quarterly. To receive a print copy, please contact us.