the new standard in wealth management.\\evercore wealth management, llc, a subsidiary of evercore, serves families, foundations and endowments across the united states, delivering global investment management, strategic wealth planning, and trust and family wealth services. evercore wealth management is a registered investment advisor, with offices in new york, minneapolis, tampa, and san francisco. the firm, which was founded in november 2008, manages client assets totaling $6.8 billion as of june 30, 2017. additionally, evercore wealth management offers personal trust services to its clients through evercore trust company, n.a., and evercore trust company of delaware. more information about evercore wealth management and its team of advisors can be found at www.evercorewealthmanagement.com.
investment management
