Family Office · $7.5bn AUM
Evercore Wealth Management, LLC
Mandate & appetite
- Preferred strategies
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- Target geographies
- Global
- Typical ticket
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- AUM
- 5B+
- Real-asset allocation
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- Appetite
- —
Investor profile
[AUM enriched 2026-05-10 | confidence: medium] Evercore Wealth Management LLC - subsidiary of Evercore, ~USD 45B+ wealth management AUM estimated
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Comparable allocators
Family Office
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Corient
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Other
Evercore
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Family Office
Everwatch Financial
Connecticut Family Offices, United States
EverWatch Financial is a company based out of 321 South Main Street, Providence, Rhode Island, United States.