Professional Advisors
Helping you serve 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.
2008
Founded by Evercore and Evercore Wealth Management Partners
25
Average Years Experience of Our Professionals
15.4B
Assets Under Managements
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.
CATEGORY
Issues
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Qualified small business stock, or QSBS, can be a powerful wealth planning tool. Evercore Wealth Management can help take advantage of the QSBS exclusion and optimize the tax benefits…
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Are your clients spread across multiple countries, both in terms of individual residency and location of assets? Evercore Wealth Management and Evercore Trust Company can help navigate the complexities of cross-border financial planning...
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Are your clients working with a modern fiduciary to administer complex, unique assets? Evercore Trust Company N.A. can help manage a range of special assets, including homes, businesses, and family farms...
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Administering a special needs trust is considerably more complicated than managing most other trusts. Some considerations involved include...
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Are any of your clients thinking about selling their business? A successful business transaction starts with a great advisory team, however a super -successful business transaction includes a strategic wealth advisor on the team...
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Are your clients looking to take advantage of Delaware's trust laws for greater flexibility and protection? Evercore Trust Company N.A. can help establish and administer Delaware trusts to optimize tax efficiency and generational wealth planning.
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Are your clients facing complex trust needs that require strategic coordination? Evercore Trust Company N.A. brings expert fiduciary leadership to execute estate transfers and tax-efficient structures that preserve wealth.
