Evercore Wealth Management

Multi Family Office (MFO)New York, United States
$1.0B
Assets Under Management
New York
Headquarters

About Evercore Wealth Management

Evercore Wealth Management and Evercore Trust Company, N.A. offers families, foundations and endowments a modern and more personal alternative to big banks and brokerages and the traditional trust companies.

Preferred Investment Types

Joint Venture/PartnerEquity FinancingPrivate EquityVenture CapitalInvestment Funds

Preferred Sectors & Themes

Travel Accommodations & TourismConcierge ServicesDebt ManagementETFsInvestment ManagementEquity/Mutual FundsRetirement PlanningLegal & Tax ServicesTrust ManagementWealth & Estate PlanningEndowment Fund High-Level SectorsTourism & HospitalityFinanceFinancial ServicesTraditional Investments (Liquid Assets)Non-Profit

Preferred Geographies

United States

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Frequently asked questions

What type of investor is Evercore Wealth Management?

Evercore Wealth Management is a multi family office (mfo) based in New York, United States, managing approximately $1.0B in assets.

Where is Evercore Wealth Management headquartered?

Evercore Wealth Management is headquartered in New York, United States.

How much does Evercore Wealth Management manage?

Evercore Wealth Management manages approximately $1.0B in assets under management.

What does Evercore Wealth Management invest in?

Evercore Wealth Management focuses on Joint Venture/Partner, Equity Financing, Private Equity, Venture Capital, Investment Funds, Travel Accommodations & Tourism, Concierge Services, Debt Management.

How can I contact Evercore Wealth Management?

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