How We Help
PERSONALIZED WEALTH MANAGEMENT
Comprehensive Complex Wealth Strategy
At Evercore Wealth Management, we recognize that every family’s wealth carries its own complexities, values, and vision. That’s why our approach is both structured and independent, designed to limit, manage, and disclose any potential conflicts of interest in accordance with our fiduciary obligations.
We combine high quality investment management with tailored fiduciary solutions to deliver clarity, ensure continuity, and support multigenerational stewardship.
Partner, Chairman
“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
PERSONALIZED APPROACH
Each client relationship is unique. Our team seeks to deliver independent, objective wealth and fiduciary advice based on each client’s values, goals, and vision.
We are committed to our clients’ best interests. Every portfolio is built to reflect each client’s unique goals, risk tolerance, and priorities. Assets are structured according to specific objectives and time horizons.
Wealth and Fiduciary Advisors and Investment Portfolio Managers
A dedicated team of a wealth and fiduciary advisor and investment portfolio manager collaborate to provide investment strategies, tax-aware planning, and estate structuring tailored to each client’s objectives.
Client Partnership
In-depth Client Discovery
Our team begins by understanding each client’s values, family dynamics, and vision to build tailored wealth strategies.
Dedicated Advisory Team
Every client relationship is led by a senior team of fiduciary and investment professionals who provide continuity and direct guidance, and draw on deep expertise to address evolving client needs.
Efficient Architecture®
We use our Efficient Architecture® process to design portfolios with a focus on after-fee, after-tax, and risk-adjusted outcomes. Each portfolio is constructed with consideration for a client’s specific goals and time horizons.
NATIONAL TRUST COMPANY
Evercore Trust Company, N.A., our nationally chartered trust company, provides fiduciary trust services with an emphasis on continuity and flexibility for families.
Our offerings include revocable, irrevocable, charitable, and special needs trusts, structured to support long-term governance objectives including tax efficiency and asset protection.
As a corporate trustee, with our headquarters in Wilmington, Delaware, we operate under the highest fiduciary standards and within a regulatory framework, combining administrative capabilities with personalized service to support families across generations.
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.
COLLECTIVE DECISION-MAKING
We believe the best outcomes arise from collaboration. That’s why we work as a team—pairing you with a dedicated wealth & fiduciary manager and portfolio manager to truly understand your goals.
connect with a WEALTH AND FIDUCIARY ADVISOR.
1 Based on data from 06/30/24 – 06/30/25.
2 As of 06/30/25.
