Evercore Wealth Management, LLC

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Evercore Wealth Management, LLC Overview

Type
Multi Family Office

General Information

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.

Contact Information

Year Founded:

Investment Focus & Strategy

Open To First Time Funds:
Institution Type:
Multi Family Office

Leadership & Principals

Corporate Office:
New York, NY, United States

Portfolio & Notable Allocations

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