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Our Approach

Our wealth advisors and portfolio managers work directly with our clients and their other advisors, integrating wealth planning, asset allocation, investment management and trust and fiduciary services. Our wealth advisors are also trust officers at our affiliate company, Evercore Trust Company, and able to provide corporate trustee services. Many of our clients have worked with our senior professionals for years.

For further information, please contact us. We look forward to meeting you.

 


 

Los Angeles

Evercore Wealth Management
515 S. Figueroa Street, Suite 1000,
Los Angeles, California 90071
213.443.2620
 

Michael O’Brien, Partner

213.443.2622
michael.obrien@evercore.com

 

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