A leading independent wealth advisory firm
Evercore Wealth Management and Evercore Trust Company
Recognized By The Industry
Chris Zander Interviewed by Barron’s
President & CEO
"They worry about taxes. They worry about transferring wealth tax efficiently. But I would say the top concern is how to educate the next generation to succeed in managing wealth for the family."
Perspectives from Our Wealth and Fiduciary Advisors
The way we serve clients is shaped by how we think. These selected perspectives reflect the shared principles that guide our entire advisory team — and offer a view into the people who bring those principles to life.
"Whatever happens to you or to your personal trustee, a corporate trustee can continue to file tax returns, ensure the safety of assets, and supervise your marketable securities."
Partner, Chief Fiduciary Officer, Director of Delaware Trust Services and Trust Counsel
“It’s my job to help executives make informed decisions regarding deferred stock compensation and to appropriately diversify balance sheet risk.”
Partner, Wealth & Fiduciary Advisor
“Private equity can be an important component of a long-term portfolio, adding diversification and potential for outsized growth.”
Partner, Portfolio Manager
Each issue of Independent Thinking® features insights from our advisors on investment strategy, planning, and fiduciary matters.
October 9, 2026
We have published our 2026 Year-End Wealth Planning Review, highlighting recent tax changes and other planning developments to consider as year-end approaches.
New charitable and itemized deduction limitations, higher State and Local Tax (SALT) deductions, estate and gift tax exemptions and retirement contributions, and the redesigned Qualified Opportunity Zone (QOZ) framework, are among the topics covered.
Please contact [email protected] to receive a copy.
Q3 2026 Market Outlook
October 8, 2026
The third quarter brought further gains in equity markets, supported by accelerating investment in AI and resilient US growth. Valuations also became more reasonable as corporate earnings grew faster than share prices.
In our Q3 2026 Market Outlook, we discuss the opportunities and risks shaping markets, including AI investment, higher long-term interest rates, political uncertainty, and the US debt, and share our perspective across asset classes.
Click here to view our latest market update.
Please contact us at [email protected] if you would like to learn more.
Barron’s Ranks Evercore Wealth Management a Top 100 RIA Firm
September 14, 2026
Evercore Wealth Management has once again been named to Barron’s annual ranking of the Top 100 Independent U.S. Registered Investment Advisors for 2026 (9/11/2026).
This recognition reflects the dedication of our colleagues and the trust our clients place in us. We remain focused on providing independent, personalized advice and delivering long-term value aligned with our clients’ goals.
To view the rankings, click here.
September 9, 2026
The latest edition of Independent Thinking, published by Evercore Wealth Management and Evercore Trust Company, is now out.
In this edition, we examine how surging artificial intelligence demand is reshaping the U.S. power landscape. We consider America’s lead in AI alongside China’s advantage in power capacity, the mix of energy sources needed to support growing data-center demand, and the opportunities and challenges that expansion creates for public power utilities.
We also explore “Opportunity Zones 2.0” and its expanded tax incentives and investment opportunities, making the case for maintaining meaningful international equity exposure as valuations and market leadership shift.
On the wealth planning side, we consider liquidity and tax planning for business owners preparing for a sale and discuss why financial plans should be revisited as markets, tax rules and life circumstances change, including the importance of maintaining adequate liquidity.
And we close with our chairman’s personal perspective on helping the next generation build resilience, take intelligent risks, and define success beyond financial achievement.
Please contact the editor of Independent Thinking, Aline Sullivan, with any questions or comments at [email protected].
