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
15.1B
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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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.
