Evercore Wealth Management, LLC

📍 New York, United States🗓 Founded 2008👥 87 employees
Investment Management🌐 evercorewealthandtrust.com
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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 $11.6 billion as of March 31, 2022. 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/.
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Frequently asked questions
When was Evercore Wealth Management, LLC founded?
Evercore Wealth Management, LLC was founded in 2008.
What industry is Evercore Wealth Management, LLC in?
Evercore Wealth Management, LLC operates in Investment Management. Find similar Investment Management investors on gritt.io.
Where is Evercore Wealth Management, LLC based?
Evercore Wealth Management, LLC is headquartered in New York, United States.