Evercore Wealth Management
Financial Services · New York, NY
About Evercore Wealth Management
Evercore Wealth Management and Evercore Trust Company provide integrated strategic advice and portfolio management to ultra high-net-worth families and institutions.
From their website
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Services
As listed on their website.
- Lifestyle and Wealth Preservation
- Family Wealth Transfer Services
- Succession Planning
- Executive Compensation Strategies
- Liquidity Event Planning
- Strategic Tax Management
- Concentrated Position Management
- Retirement Services
- Philanthropic Planning
- Corporate Trustee Services
- Lifestyle & Wealth Preservation
Location
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