LIFESTYLE AND WEALTH PRESERVATION
Lifestyle and Legacy Planning
Protecting lifestyle and legacy requires proactive planning. We design risk management frameworks tailored to your liquidity needs, growth goals, and market conditions.
Tax efficiency is central to our approach, with strategies such as tax-loss harvesting, asset location optimization, and comprehensive income tax planning to help improve after-tax outcomes.
Diversified investment access—including private equity and alternative assets—supports portfolio resilience. Transparent fees, regular reviews, and consistent communication are designed to keep clients informed, empowered, and in control of their wealth preservation journey.
“Proper planning allows families to maximize their personal balance sheet and cash flow.”
Partner, Head of Palm Beach & Tampa Office
Lifestyle and Legacy Planning
Protecting lifestyle and legacy requires proactive planning. We design risk management frameworks tailored to your liquidity needs, growth goals, and market conditions.
Tax efficiency is central to our approach, with strategies such as tax-loss harvesting, asset location optimization, and comprehensive income tax planning to help improve after-tax outcomes.
Diversified investment access—including private equity and alternative assets—supports portfolio resilience. Transparent fees, regular reviews, and consistent communication are designed to keep clients informed, empowered, and in control of their wealth preservation journey.
“Proper planning allows families to maximize their personal balance sheet and cash flow.”
Partner, Head of Palm Beach & Tampa Office
Personalized Advisory
Tailored Strategies
Our team addresses family governance, succession, and philanthropic goals in a cohesive framework designed to reflect your legacy.
Direct Access to Senior Advisors
Clients work directly with a Wealth and Fiduciary Advisor and Investment Portfolio Manager, ensuring strategies are integrated and customized to evolving family dynamics, goals, and priorities.
Collaborative Decision-Making
We foster active client engagement, involving key planning decisions to create wealth strategies that reflect your vision and values.
Personalized Advisory
Tailored Strategies
Our team addresses family governance, succession, and philanthropic goals in a cohesive framework designed to reflect your legacy.
Direct Access to Senior Advisors
Clients work directly with a Wealth and Fiduciary Advisor and Investment Portfolio Manager, ensuring strategies are integrated and customized to evolving family dynamics, goals, and priorities.
Collaborative Decision-Making
We foster active client engagement, involving key planning decisions to create wealth strategies that reflect your vision and values.
Our insights on LIFESTYLE AND WEALTH PRESERVATION
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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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July 8, 2025
The “One Big Beautiful Bill Act,” signed into law by President Trump on July 4, is essentially an extension of the Tax Cuts and
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June 18, 2025
“First, do no harm.” Interestingly, that line is not part of the Hippocratic oath, although it is attributed to the ancient Greek
