Trust And Fiduciary Services
Our Approach
Evercore Trust Company, N.A. can serve as a corporate fiduciary. We operate with objectivity—guided by the trust terms, carried out in the best interests of the trust beneficiaries. Our work is grounded in the highest standards of governance, integrity, and accountability.
We administer complex trusts and serve as a trustee, offering flexible, innovative solutions. Our personalized model is built on long-term partnership and technical expertise—striving to ensure every engagement reflects both the trust’s original purpose and the evolving needs of those it serves.
Creating A Trust
Alex Lyden, Chief Fiduciary Officer and Trust Counsel at Evercore Trust Company, N.A., explains why appointing a corporate trustee can provide expert guidance and flexibility in navigating complex assets and estate planning.
alex lyden
Chief Fiduciary Officer and Trust Counsel
COMPREHENSIVE TRUST SOLUTIONS
TRUST AND FIDUCIARY CAPABILITIES
Comprehensive Trust Solutions
- Estates and Includable Trusts
- Revocable and Irrevocable Trusts
- Charitable Trusts and Private Foundations
- Generation-Skipping Trusts
- Delaware Directed Trusts
- Special Needs and Special Purpose Trusts
Risk Planning with an Independent Fiduciary
Serving as an independent partner, we help reduce legal, regulatory, and reputational risks. Our independent oversight supports sound decision-making and the long-term preservation of wealth across generations.
Understanding the Beneficiary Needs
We maintain direct relationships with beneficiaries to understand their goals, circumstances, and family dynamics. This insight informs how we administer the trust so it remains responsive to changing needs while grounded in strong governance.
Stewardship of Complex Trusts & Assets
We manage long-term trusts with unique complexities, including concentrated stock positions, legacy holdings, and multigenerational governance structures. Our expertise guides these trusts to remain aligned with both their original purpose and the changing needs of the families they serve.
Personalized, High-Touch Service
Clients work directly with wealth and fiduciary advisors who offer tailored insight and hands-on support. Our responsive service enables each trust to be thoughtfully administered to reflect your values, vision, and legacy.
