# Evercore Wealth Management

Evercore Wealth Management is a Multi Family Office based in New York, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** 55 East 52nd Street 23rd Floor, New York, NY 10055, United States
- **Founded:** 2008
- **Assets under management:** 13900 (Altss estimate)
- **Website:** evercorewealthandtrust.com
- **LinkedIn:** https://www.linkedin.com/company/evercore-wealth-management-llc

## Regulatory record

- **CRD number:** 148399
- **SEC file number:** 801-69645
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/148399

## About

Evercore Wealth Management was founded in 2008 by Jeffrey S. Maurer, former CEO of U.S. Trust, as the wealth-management division of Evercore Inc. Capital originates from the investment-banking franchise built by Evercore senior partners. The firm provides discretionary investment management, trust, and planning services to multi-generational U.S. families and institutions. The firm allocates across public equities, private equity, real estate, and private credit. It maintains confirmed exposure to North America and Europe with indicated reach into Asia, the Middle East, and other regions. Portfolio construction includes direct holdings in large-cap technology names such as NVIDIA, Apple, Microsoft, and Alphabet. The firm also offers clients exposure to gold via iShares Gold Trust and Bitcoin via iShares Bitcoin Trust. Structures encompass separate accounts, co-investments, and proprietary large-cap equity and bond strategies. Assets under management stand at $13.9 billion. The firm operates regional offices in Minneapolis, San Francisco, West Palm Beach, Tampa, and a Delaware trust office in Wilmington. It maintains the Evercore Foundation for philanthropic giving focused on education and community development. In October 2025 Evercore Wealth Management appointed Kait Oliveira as Managing Director and Portfolio Manager. The firm operates as the dedicated wealth platform of NYSE-listed Evercore Inc., creating a hybrid model in which banking relationships supply proprietary deal flow and governance oversight while the wealth unit maintains separate fiduciary duties to external families.

## Sectors

- Private Equity
- Real Estate
- Private Credit

## Offices

- Minneapolis, MN, United States
- West Palm Beach, FL, United States
- San Francisco, CA, United States
- Tampa, FL, United States
- Wilmington, DE, United States

## People

- Christopher Zander — President and CEO
- John Apruzzese — Chief Investment Officer

## Questions

### Who runs investment decisions at Evercore Wealth Management?

Christopher Zander serves as President and CEO. John Apruzzese acts as Chief Investment Officer. Jeffrey S. Maurer remains Chairman and Founding Partner.

### How is Evercore Wealth Management related to Evercore Inc.?

Evercore Wealth Management functions as the private-client division of NYSE-listed Evercore Inc. The parent provides governance and certain sourcing channels while the wealth unit maintains separate client fiduciary duties.

### Does Evercore Wealth Management participate in fund commitments or only direct deals?

The firm executes both fund commitments and direct positions. Confirmed public equity holdings include NVIDIA, Apple, Microsoft, Alphabet, Amazon, JPMorgan Chase, and Blackstone.

### What investment stages does Evercore Wealth Management target?

The firm shows indicated exposure to early-stage, seed, and growth opportunities alongside buyout and secondaries strategies.

### What is Evercore Wealth Management's known posture on co-investments alongside external GPs?

The firm deploys capital through co-investments and club-style opportunities in addition to fund commitments and direct public-market positions.

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Last updated: 2026-07-06T01:24:16.122Z

Canonical page: https://altss.com/profile/evercore-wealth-management-llc

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