Evercore Wealth Management, LLC

Evercore Wealth Management, LLC

金融服务

New York,New York 5,700 位关注者

Committed to meeting our clients’ financial goals, and to earning and sustaining their trust.

关于我们

The New Standard in Wealth Management. Evercore Wealth Management, LLC serves high net worth individuals, families and related institutions, delivering customized investment management, financial planning, trust and custody services. The firm is a registered investment advisor, with offices in New York, Minneapolis, Palm Beach, San Francisco, and Tampa. The firm, which was founded in November 2008, manages client assets totaling approximately $13 billion as of March 31, 2024. Additionally, Evercore Wealth Management offers personal trust services to its clients through Evercore Trust Company, N.A., a national trust bank headquartered in Delaware, providing a modern alternative to traditional trust companies, along with access to the tax and regulatory advantages associated with Delaware trusts. More information about Evercore Wealth Management can be found at https://www.evercorewealthandtrust.com/. 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.

网站
https://www.evercorewealthandtrust.com/
所属行业
金融服务
规模
51-200 人
总部
New York,New York
类型
私人持股
创立
2008
领域
Wealth Management 、Portfolio Management 、Investment Management 、Independent Fiduciary 、Philanthropy 、Transaction Planning、Estate Planning、Impact Investing 和Women and Investing

地点

Evercore Wealth Management, LLC员工

动态

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