Individuals And Families
SIMPLIFY YOUR WEALTH
Preserving and growing wealth can be complex. At Evercore Wealth Management, we offer personalized, integrated advisory services—spanning investments, estate planning, tax strategies, and philanthropy.
Our advice is guided by a fiduciary duty and designed to reflect each client’s unique goals.
wealth management and trust services
Wealth & Lifestyle Alignment
We go beyond numbers—evaluating your liquidity, investment risk, tax exposure, and personal priorities to create a wealth plan designed to support both your life today and your vision for tomorrow.
long-term Tax Strategies
From charitable giving to advanced trust structures, we work with clients to design and implement tax strategies intended to manage liabilities and support opportunities for long-term growth.
Legacy Preservation & Generational Impact
We craft estate and wealth transfer strategies designed to safeguard assets, address tax burdens, and support the combination of your values and vision carried forward for generations.
our insights on individuals and families
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October 6, 2025
Evercore Wealth Management releases the 2025 Year-End Wealth Planning Review. This guide provides a brief update on
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April 17, 2024
Life insurance is often unnecessary for ultra high net worth families. But in the right circumstances it can be a powerful
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April 17, 2024
The wonderful thing about growing up in one country and living in another is that you get to come “home” twice on a single
