PrivatE equity PARTNERS
Optimizing Liquidity, Risk, and Tax Complexities
Private equity founders and partners face distinct challenges—liquidity constraints, concentrated holdings, and complex tax exposure. We deliver tailored investment strategies that are intended to diversify risk, optimize liquidity planning around GP and LP commitments, and preserve long-term growth.
Our tax-aware solutions seek to maximize after-tax returns through strategic asset location, trust structures, and wealth transfer planning. From carried interest to illiquid holdings, we help develop strategies intended to protect, grow, and transition wealth with precision and foresight.
wealth management and trust services
Liquidity & Capital Commitment Planning
We work with private equity partners to align personal liquidity with GP and LP capital commitments, with the goal of helping clients meet obligations while maintaining focus on long-term strategies.
Diversification & Concentration Risk Management
Our portfolios seek to balance illiquid private equity holdings with diversified investments, with the aim of managing sector exposure and supporting wealth strategies across different market environments.
Tax-Efficient Structuring & Wealth Transfer
We develop tax-aware structures—from trusts to entity-level planning—intended to help manage income and transfer tax considerations while supporting the treatment of carried interest and equity stakes.
our insights on PrivatE equity PARTNERS
Evercore Wealth Management was once again named to the Barron’s Advisor annual ranking of top 100 independent U.S. Registered Investment Advisors for 2025 (9/12/2025). This achievement reflects not only the hard work and dedication of our colleagues, but also the trust and partnership of our clients. At Evercore Wealth Management, we are committed to delivering independent advice, customized strategies, and long-term value that align with our clients’ goals.
If you would like to learn more about our firm, please contact us at [email protected].
BLOG
September 30, 2024
Private fund principals have access to unique planning strategies that leverage both carried and capital interests to shelter
BLOG
June 18, 2025
Companies backed by private equity in the United States now outnumber publicly traded companies by two-and-a-half
NEWS
September 15, 2025
Evercore Wealth Management was once again named to the Barron’s Advisor annual ranking of top 100 independent U.S.
