MULTIGENERATIONAL FAMILIES
Guiding Generations, Preserving Legacies
We believe that true wealth encompasses more than financial capital—it reflects a family’s values, vision, and legacy. For multigenerational families, sustaining this wealth requires thoughtful planning, open communication, and experienced guidance.
At Evercore Wealth Management, our integrated services—including wealth advisory, estate planning, and fiduciary support—are designed to preserve family assets, reinforce governance, and empower the next generation to be responsible stewards of their family’s legacy.
wealth management and trust services
Integrated Generational Wealth Planning
We develop strategies designed to minimize tax exposure while helping families preserve and transfer wealth in a way that honors their long-term vision and family values.
Family Governance & Education
We facilitate structured family meetings to promote communication, transparency, and alignment. We also provide financial education and mentorship to prepare future generations for responsible wealth stewardship.
Estate & Succession Planning
We help structure estate and philanthropic plans that reflect your family’s intentions and values, ensuring smooth leadership transitions and lasting charitable impact.
Our insights on MULTIGENERATIONAL FAMILIES
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February 10, 2025
Over $100 trillion in assets will be transferred within 25 years in the United States.1 At 77 years old, I have to consider that my
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September 30, 2024
Every family struggles at times to connect. There’s so much at stake: relationships between parents and grown children,
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March 22, 2022
In preparing the next generation of young children and grandchildren to be happy and productive members of society, we
