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PROFESSIONAL ADVISORS

Q4 Market Review & Outlook: A Brief Q&A

January 15, 2026

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Perspectives on Wealth
Family Office Services
Trust and Fiduciary Services
Global Investment Management
Strategic Wealth Planning

Perspectives on Wealth
Family Office Services
Trust and Fiduciary Services
Global Investment Management
Strategic Wealth Planning

Global Investment Management

Five Wealth Transfer Strategies

Strategic Wealth Planning

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March 28, 2020

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Investment and Wealth Management services are provided by Evercore Wealth Management, LLC an investment advisor registered with the U.S. Securities and Exchange Commission (the “SEC”) under the Investment Advisers Act of 1940. Registration with the SEC does not imply a certain level of skill or training. Trust and custody services are provided by Evercore Trust Company, N.A. a national trust bank regulated by the Office of the Comptroller of the Currency. We were recognized among the nation’s top registered investment advisors for 2025 by Barron’s (Top 100 Independent U.S. RIAs, 09/12/2025), Forbes (America’s Top RIA Firms, 10/01/2025), and Financial Advisor (Leading RIA Firms, 07/11/2025). Rankings and recognitions by Barron’s, Forbes, and Financial Advisor are based on information prepared and submitted by Evercore Wealth Management and other participating advisers. Rankings are not indicative of current or future investment performance and should not be construed as a guarantee or recommendation. Evercore Wealth Management did not pay a fee to be considered for these rankings. Additional information about each ranking’s methodology is available on the publisher’s website Assets under Management as of 12/31/25.

© 2026 EVERCORE WEALTH MANAGEMENT, LLC. ALL RIGHTS RESERVED.

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