Evercore Wealth Management, LLC
Evercore Wealth Management, LLC is a multi-family office headquartered in New York, United States. Founded in 2008 as the private client arm of advisory firm Evercore, its capital traces to the investment banking success of Evercore’s senior partners.
Evercore Wealth Management, LLC
Evercore Wealth Management, LLC is a multi-family office headquartered in New York, United States. Founded in 2008 as the private client arm of advisory firm Evercore, its capital traces to the investment banking success of Evercore’s senior partners. The firm offers integrated investment management, fiduciary, and planning services for U.S. families, foundations, and endowments across multiple generations—providing conflict-free advice and tailored portfolio construction.
General information
Firm type
Multi Family Office
Year founded
2008
AUM
—
Location
Region
North America
Country
—
City
New York
Corporate office
55 East 52nd Street 23rd Floor
Frequently asked questions
What is Evercore Wealth Management, LLC?
Evercore Wealth Management, LLC is a multi family office headquartered in New York.
When was Evercore Wealth Management, LLC founded?
Evercore Wealth Management, LLC was founded in 2008.
Where is Evercore Wealth Management, LLC headquartered?
Evercore Wealth Management, LLC is headquartered in New York, in the North America region.
What does Altss track for Evercore Wealth Management, LLC?
Altss maintains an OSINT-verified profile of Evercore Wealth Management, LLC covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Evercore Wealth Management, LLC's website?
Evercore Wealth Management, LLC's public website is evercorewealthandtrust.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Evercore Wealth Management, LLC?
Evercore Wealth Management, LLC is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Evercore Wealth Management, LLC?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Evercore Wealth Management, LLC?
Evercore Wealth Management, LLC's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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