There are no pre-packaged solutions at Evercore: Your unique lifestyle, family, business and legacy considerations shape our approach.
We start with a conversation. You and at least two of us – a portfolio manager and wealth and fiduciary advisor, both with years of experience – establish your goals and your appetite for risk and determine how to maximize your chances of success, on your terms.
You can download our brochure from the link - Brochure 2013.