Our Approach

 
 

Family Office Services
 
As families grow and change, the needs of individual members and the family as a whole become more complex. Lifestyle planning, estate and wealth transfer planning, income tax planning, philanthropic strategies, insurance reviews, risk management and individual asset allocation decisions are just some of the issues to consider, in the context of individual circumstances and attitudes to risk.
 

We deliver customized trust and family office services that include:
 

  • Wealth Transfer Planning
  • Reporting
  • Family Governance & Facilitation
  • Private Wealth Education

 

Administrative Services

 

We make ourselves available to you and your family, on your terms.

 

  • Consolidated investment and performance reporting for families and related entities
  • Tax planning
  • External services coordination, including insurance (life, medical, property/casualty), valuation, healthcare, tax/accounting, legal and business consulting)
  • Philanthropic planning and management
  • Alternative asset administration
  • Family trust disbursements

 

We can also act as a custodian through Evercore Trust Company, N.A.

 

Copyright © 2024
Investment and Wealth Management services are provided by Evercore Wealth Management, LLC an investment advisor registered with the U.S. Securities and Exchange Commission (the "SEC") under the Investment Advisors Act of 1940. Registration with the SEC does not imply a certain level of skill or training. Trust and custody services are provided by Evercore Trust Company, N.A. a national trust bank regulated by the Office of the Comptroller of the Currency.

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