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

$13.1B

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

Highlights

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 06/30/24.

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