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Jonathan Bergner Email
Partner . Evercore Wealth Management
New York, NY
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Employees:
98Revenue:
$22.2MAbout
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. More information about Evercore Wealth Management can be found at www.evercorewealthmanagement.com.Evercore Wealth Management Address
55 East 52nd StreetNew York, NY
United States