Founded in 2008, Evercore Wealth Management, LLC offers testamentary estate planning, family wealth stewardship, and personal executor and trustee services. The firm provides an array of services, which includes comprehensive investment-management strategy, retirement lifestyle, executive retirement benefit planning, income tax planning and more. It serves high-net-worth individuals, families and related institutions across the United States. Evercore Wealth Management, LLC is a subsidiary of Evercore Partners Inc., an independent investment banking advisory firm. Evercore Partners Inc., a publicly traded firm serves a diverse set of clients around the world.