Professional Advisors
Helping you serve the best interests of your clients.
Welcome to Evercore Wealth Management and Evercore Trust Company, N.A. We are part of Evercore (NYSE: EVR), serving ultra-high net worth families in the United States and international families with U.S. financial interests.
100
Top 100 Independent Investment Advisors by Barron’s for 2023–241
99%
Evercore Wealth Client Retention2
$13.8B
Assets Managed for Families & Related Institutions3
We are team players, working closely with our clients’ attorneys and their other trusted advisors, to develop and implement customized and integrated wealth plans.
We provide strategic wealth planning, global investment management, trust and fiduciary services, and family office services. We are pleased to share our perspectives, through our publications, seminars, and events.
Independent Thinking®
Independent Thinking®: A New Fiduciary Perspective
Archives
Past Editions
Cross-Border Planning for Global Families
Successful Wealth Management Takes a Team
Evercore Trust Company – Why Delaware
Special Needs Trusts – Identifying a Responsible Fiduciary
Transaction Planning – Don’t Leave Money on the Table
Administering Special Assets – Keys to Selecting a Corporate Fiduciary
Highlights
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Chris Zander Interviewed by Barron’s
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…
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Don’t Guess and Make a Mess with QSBS
Qualified small business stock, or QSBS, can be a powerful wealth planning tool. Evercore Wealth Management can help take advantage of the QSBS exclusion and optimize the tax benefits…
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Cross-Border Planning for Global Families
Are your clients spread across multiple countries, both in terms of individual residency and location of assets? Evercore Wealth Management and Evercore Trust Company can help navigate the complexities of cross-border financial planning…
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Administering Special Assets: Keys to Selecting a Corporate Fiduciary
Are your clients working with a modern fiduciary to administer complex, unique assets? Evercore Trust Company N.A. can help manage a range of special assets, including homes, businesses, and family farms,…
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Special Needs Trusts: Identifying a Responsible Fiduciary
Administering a special needs trust is considerably more complicated than managing most other trusts. Some considerations involved include…
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Transaction Planning: Don’t Leave Money on the Table
Are any of your clients thinking about selling their business? A successful business transaction starts with a great advisory team, however a super -successful business transaction includes a strategic wealth advisor on the team…
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If you would like to receive regular issues of our quarterly advisor publication A New Fiduciary Perspective, our quarterly client publication Independent Thinking®, and receive information on our annual CLE training, please fill out the form below.
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Please contact us to learn more about Evercore Wealth Management and Evercore Trust Company and how our team may be of assistance to you and your clients. We look forward to working with you.
1 We were named among the Top 100 Independent U.S. Registered Investment Advisors by Barron’s for 2024 (09/13/24) and 2023 (09/15/23).
2 Based on data from 06/30/23 – 06/30/24.
3 As of 09/30/24.