Evercore Wealth Management hosted a rooftop event in San Francisco with a group of trusted advisors.
Published
Signal category
Presence & Recognition
Quote
“Our San Francisco team had a great evening connecting with a group of trusted advisors at our rooftop event last week.”
— Evercore Wealth Management team
Company
Evercore Wealth Management
Committed to meeting our clients’ financial goals, and to earning and sustaining their trust.
- Industry
- Financial Services
- Location
- New York, US
- Company size
- 122 employees
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 approximately $16.2 billion as of June 30, 2026. 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. More information about Evercore Wealth Management can be found at https://www.evercorewealthandtrust.com/. Investment and Wealth Management services are provided by Evercore Wealth Management, LLC an investment advisor registered with the U.S. Securities and Exchange Commission (the "SEC") under the Investment Advisors Act of 1940. Registration with the SEC does not imply a certain level of skill or training. Trust and custody services are provided by Evercore Trust Company, N.A. a national trust bank regulated by the Office of the Comptroller of the Currency.
Founded 2008