Our Approach


At Evercore Wealth Management and Evercore Trust Company, strategic planning is core to our approach to wealth management. We believe that clients need to know what to expect – after the real impact of taxes, fees and inflation – and to plan accordingly.

Our understanding of each client’s lifestyle, family, business, and philanthropic goals drives our wealth planning and asset allocation. Integrated and long-term planning is key; each of these elements must work together to achieve the best results.
Our multidisciplinary teams – which include experts in investment management, tax, financial and estate planning, and in philanthropic strategy – work closely with our clients, their families, and their other trusted advisors to develop, implement and monitor customized wealth plans and investment portfolios.
Our strategic wealth planning capabilities include:

  • Personal & Family Financial Assessment
  • Lifestyle Cash Flow Planning
  • Comprehensive Income Tax Planning
  • Multigeneration Estate & Wealth Transfer Planning
  • Executive Compensation & Benefits Planning
  • Pre-transaction Planning
  • Concentrated Stock Management
  • Insurance Reviews
  • Philanthropic Advisory Services