• Navigating
    a Sea of Debt
    Global Investment Management
    Committed to meeting our
    clients’ financial goals, and to earning
    and sustaining their trust
    Committed to meeting our
    clients’ financial goals, and to earning
    and sustaining their trust
  • Protecting
    Market Gains
    Strategic Wealth Planning
    Committed to meeting our
    clients’ financial goals, and to earning
    and sustaining their trust
    Committed to meeting our
    clients’ financial goals, and to earning
    and sustaining their trust
  • Health
    & Wealth
    Perspectives on Wealth
    Committed to meeting our
    clients’ financial goals, and to earning
    and sustaining their trust
    Committed to meeting our
    clients’ financial goals, and to earning
    and sustaining their trust
  • Not Your Grandfather's
    Trust Company
    Trusts & Family Wealth Services
    Committed to meeting our
    clients’ financial goals, and to earning
    and sustaining their trust
    Committed to meeting our
    clients’ financial goals, and to earning
    and sustaining their trust

THE NEW STANDARD IN WEALTH MANAGEMENT

We deliver independent advice and thoughtfully designed wealth management solutions, free from the conflicts at many financial institutions. Our senior investment and planning professionals take the time to get to know you – to know your family, your business and your other interests – and to invest and plan for your future, on your terms.

Partners at our firm, who include some of the most experienced professionals in the industry, engage directly with clients to deliver global investment management, strategic wealth planning, and comprehensive trust and family wealth services. Many of us have worked together for years, and all of us are committed to our culture of personal and institutional integrity.

  • Global Investment Management
  • Strategic Wealth Planning
  • Trust & Family Wealth Services
  • Perspectives on Wealth

INDEPENDENT THINKING

The Evercore Wealth Management Journal

Bringing you analysis and perspective on today’s important wealth management issues.

Independent Thinking is published quarterly. To receive a print copy, please contact us.