About
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.
Our clients include entrepreneurs, executives, and multi-generational families, including international families with U.S. interests. Additionally, we work with foundations, endowments, and nonprofits.
Our multidisciplinary team includes some of the most experienced professionals in the industry, who work directly with our clients, building and sustaining lasting relationships.
Bringing Clarity. Continuity, and Lasting Stewardship.
We Communicate Openly, Collaborate Closely, and Provide Clear, Straightforward Reporting.
Delivering Trusted – Personalized Wealth Management with Precision and Discrete Services.
Our Nationally Chartered Trust Company Offers Fiduciary Continuity and Flexibility for Families Across Jurisdictions.
Evercore Wealth Management was named among the Top 100 Independent U.S. Registered Investment Advisors by Barron’s for 2024 (Sept 13, 2024).
Evercore Wealth Management was named a leading registered investment advisor in by Forbes and Financial Advisor.
