We believe that clients need to know what to expect – after the real impact of taxes, fees and inflation – and to plan accordingly.
At Evercore Wealth Management and Evercore Trust Company, strategic planning is the cornerstone of our process. Our multidisciplinary advisor teams include experts in investment management, tax, financial and estate planning, and philanthropic strategy.
We accommodate existing holdings – including concentrated stock positions – and factor in related considerations, including tax, securities laws, and legacy concerns, in the context of each client’s liquidity needs, risk tolerance, tax position and objectives.
Our strategic wealth planning capabilities include:
- Personal & Family Financial Assessment
- Lifestyle Cash Flow Planning
- Comprehensive Income Tax Planning
- Multigeneration Estate & Wealth Transfer Planning
- Executive Compensation & Benefits Planning
- Pre-transaction Planning
- Concentrated Stock Management
- Insurance Reviews
- Philanthropic Advisory Services
