Who We Are
WEALTH MANAGEMENT AND trust services
Welcome to our firm
Evercore Wealth Management and Evercore Trust Company, N.A. are the private client businesses of Evercore (NYSE: EVR). We provide integrated strategic advice, global portfolio management, comprehensive trust and fiduciary services, and family office services.
At the heart of our approach is a distinctive partnership model. Each client works with a Wealth & Fiduciary Advisor and a Portfolio Manager who collaborate closely, bringing complementary experience and perspective to deliver cohesive, forward-looking guidance. This team structure enables high-touch, deeply personalized service, supporting the thoughtful coordination of planning, governance, and investment management.
Our multidisciplinary team includes some of the most experienced professionals in the industry, who work directly with our clients, building and sustaining lasting relationships while delivering the depth, responsiveness, and continuity that define our firm.
President & CEO
Our clients benefit from experienced advisors, a dedicated team structure, and a long-standing commitment to fiduciary service.
2008
Founded by Evercore and Evercore Wealth Management Partners
25
Average Years Experience of Our Professionals
$15.4B
Assets Under Management
ULTRA HIGH NET WORTH CLIENT COMMITMENT
For ultra high net worth individuals and families, we craft strategies that reflect their values, family goals, and long-term vision.
Our Core Values
Client Focus
We are committed to acting in our clients’ best interests. As a fiduciary, our approach is designed to align advice and strategies with each client’s goals, values, and long-term objectives.
Integrity
Our culture emphasizes transparency, accountability, and fiduciary responsibility in the way we serve clients.
Excellence
We apply high standards in research, planning, and execution, helping clients pursue their goals.
Respect
A culture of respect ensures thoughtful collaboration and trusted relationships.
Investment In People
Developing talent and nurturing expertise allows our teams to deliver meaningful, enduring value.
Partnership
Collaborative thinking leads to tailored strategies and lasting client relationships.
OBJECTIVE ADVICE
Trust starts with transparency—and we’re committed to it. We prioritize open communication, collaborative relationships, and transparency.
Our multidisciplinary teams are guided by our fiduciary duty and seek to deliver objective, research-based investment advice. Our platform provides access to high-quality opportunities across both public and private markets, always with full transparency and accountability.
our clients
Individuals and Families
We provide personalized advice tailored to each client’s circumstances, with a focus on aligning strategies to financial goals and objectives.
Multigenerational Families
We help build robust family governance frameworks that support transparency, communication, and unity across generations.
Entrepreneurs
We support entrepreneurs with succession and estate planning strategies designed to help provide clarity and continuity for the future.
Executives
We provide guidance with integrated wealth compensation, lifestyle goal setting, and legacy planning for informed decisions.
Endowments and Foundations
We provide investment strategies aligned with an organization’s mission, with fiduciary oversight, governance support, and trust administration.
Family Offices
We offer personalized attention and stewardship of wealth across generations.
FLEXIBLE APPROACH
We take the time to understand each client’s unique goals, risk tolerance, and time horizon. Our multidisciplinary teams collaborate to deliver customized wealth planning, asset allocation, and trust services—always guided by our clients’ best interests.
From navigating market shifts and liquidity events, to addressing evolving governance needs, we offer agile, strategic advice, tailored to the complex needs of ultra high net worth individuals, families, endowments, and foundations.
connect with a WEALTH AND FIDUCIARY ADVISOR.
1 Based on data from 06/30/24 – 06/30/25.
2 As of 06/30/25.
