A Leading Independent
Wealth Management Firm
We are independent thinkers, rooted in Evercore’s values and managing complex wealth for families and related institutions – and delivering real results.
Independent Thinking®
A New Perspective on Investment Diversification
highlights
Don’t leave money on the table. That’s a potential risk for founders, owners and executives approaching the business sale or merger and their families. Our CEO, Chris Zander, and National Director of Wealth Planning, Justin Miller, discuss key considerations in pre- and post- transaction wealth planning, to help ensure that the event is a personal as well as a business success.
Independent Thinking Speaker Series: The U.S. Election: Daniel Clifton Discusses Policy and Markets
What’s at stake in this election? Brian Pollak, Partner and Chair of the Investment Policy Committee at Evercore Wealth Management spoke with Daniel Clifton, Partner and Head of Policy Research at Strategas about the significant policy differences between the presidential candidates and their respective potential to drive lasting impact on the economy and the markets.
If you would like to view the replay, please contact us at [email protected].
Divorce, no matter how amicable, is a time of considerable reassessment and change. Judy Moses, Partner and Portfolio Manager, and Neza Gallitano, Wealth & Fiduciary Advisor, describe how they work with clients pre- and post-divorce, to build new and sustainable lives.
October 1, 2024 | News
Evercore Publishes Independent Thinking Volume 51
September 14, 2020 | News
Barron’s Ranks Evercore Wealth Management Among “America’s Best RIA Firms”
“Our Partners are among the most experienced and respected professionals in wealth management. We are proud of our lasting relationships, our performance, and our culture of integrity. We look forward to meeting you and your family.”
Chris Zander
CEO of Evercore Wealth Management and Evercore Trust Company
Great relationships start with a conversation.
We are committed to meeting our clients’ financial goals, and to earning and sustaining their trust.