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.
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.
Evercore Publishes Independent Thinking Volume 56
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].
Chris Zander Interviewed By Barron’s
November 4, 2024
Taxes, transferring wealth, educating the next generation to manage money for the family: these are some of the topics addressed in the Barron’s profile: Here Is What Wealthy Families Worry About, Says Evercore’s Chris Zander. To view the article, click here.
Evercore Wealth Management recognized in Financial Advisor’s 2026 RIA ranking
July 17, 2026
Evercore Wealth Management is once again included in Financial Advisor’s 2026 Registered Investment Advisor (RIA) ranking (7/10/26). This recognition reflects our team’s hard work, dedication, and commitment to serving our clients.
If you would like to learn more about our firm, please reach out to [email protected].
Q2 2026 Market Outlook
July 9, 2026
Q2 2026 delivered exceptionally strong equity market returns, driven primarily by accelerating corporate earnings rather than expanding valuations, with AI-related investment continuing to fuel growth across technology, infrastructure, and industrial sectors. While inflation remains above the Fed’s target and interest rates are likely to stay elevated, resilient earnings, healthy consumer spending, and broadening market leadership support a constructive outlook.
Our current view continues to favor equities, particularly U.S. companies positioned to benefit from AI, while emphasizing diversification across international markets, credit, private investments, and defensive assets to manage ongoing risks from inflation, geopolitics, and potential AI-related overinvestment.
Click here to view our latest market update.
Please contact us at [email protected] if you would like to learn more.
