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Evercore Wealth Management

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The New Standard in Wealth Management.

Evercore Wealth Management, LLC serves high net worth individuals, families and related institutions, delivering customized investment management, financial planning, trust and custody services. The firm is a registered investment advisor, with offices in New York, Minneapolis, Palm Beach, San Francisco, and Tampa. The firm, which was founded in November 2008, manages client assets totaling $8.0 billion as of September 30, 2018.  Additionally, Evercore Wealth Management offers personal trust services to its clients through Evercore Trust Company, N.A., a national trust bank headquartered in Delaware, providing a modern alternative to traditional trust companies, along with access to the tax and regulatory advantages associated with Delaware trusts.
Industry Role:
FundManager
InvestorAllocator
Investor Type:
RIAWealthAdvisor
Investment Interests:
HedgeFund
PrivateEquity
Office Locations
# Location Address
1. New York, NY, US 55 E 52nd St, New York, NY 10055, USA
2. San Francisco, CA, US 425 California Street, San Francisco, CA 94104, USA
Executives and Employees
# Contact Info Location
1.
Keith McWilliams
 
                                                                Keith is a Partner and Wealth & Fiduciary Advisor at Evercore Wealth Management, and the head of Evercore Wealth Management’s San Francisco office.

He was previously the founding partner of Mt. Ed...
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    San Francisco, California, US
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