Strategic Wealth Planning
Our Approach
At Evercore Wealth Management and Evercore Trust Company, strategic wealth planning is at the core of every client relationship.
Our multidisciplinary teams integrate investment management with sophisticated tax strategies, estate structuring, and philanthropic planning. We provide practical, forward-thinking guidance that considers fees, inflation, and the complexities of today’s financial landscape.
Whether addressing concentrated equity, preparing for a liquidity event, or planning for generational legacy, we deliver customized solutions tailored to each client’s risk profile, tax position, and evolving priorities.
“The right strategies can help investors weather market volatility while laying the groundwork for long-term success.”
Partner, National Director of Wealth Planning
STRATEGIC WEALTH PLANNING CAPABILITIES
Personal & Family Financial Assessment
A thorough evaluation of your financial life forms the foundation for goal-based, personalized wealth planning.
Lifestyle Cash Flow Planning
Customized plans are created to support current and future lifestyle needs while maintaining long-term flexibility and financial security.
Comprehensive Income Tax Planning
Tax-aware strategies are developed in collaboration with external advisors or in-house experts to help optimize after-tax outcomes and sustain long-term wealth.
Multigenerational Estate & Wealth Transfer Planning
Estate and wealth transfer plans are structured to reflect legacy goals while considering tax efficiency and the complexities of family dynamics.
Executive Compensation & Benefits Planning
Compensation and benefits packages are analyzed and structured to support financial objectives and maximize long-term value.
Pre-transaction Planning
Forward-thinking strategies are designed to optimize outcomes related to liquidity events—such as business transitions or asset sales—with a focus on tax efficiency, liquidity, and risk.
Concentrated Stock Management
Concentrated equity positions are strategically managed with attention to tax implications, regulatory considerations, and legacy impact.
Insurance Reviews
Existing insurance coverage is evaluated to validate that it aligns with your estate planning goals and is designed to mitigate risk.
Philanthropic Advisory Services
Charitable giving strategies—such as private foundations or donor-advised funds—are thoughtfully developed to reflect your values and achieve long-term impact.
