Professional Advisors

Choosing a trust’s legal jurisdiction (“situs”) is important, but its significance is often overstated. Rather than focusing primarily on tax advantages or asset protection statutes, consider also the fiduciary environment, legal framework, and trustee expertise that best aligns with the trust’s long-term objectives and administration needs. Evercore Wealth Management and Evercore Trust Company can help families and their advisors select a trust jurisdiction based on the trust's specific goals and administrative needs.

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...

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…

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...

Administering a special needs trust is considerably more complicated than managing most other trusts. Some considerations involved include...

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...

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.

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.