CORPORATE TRUSTEE services
COMPREHENSIVE TRUST ADMINISTRATION
Evercore Trust Company’s Corporate Trustee Services delivers high-touch, disciplined administration across sophisticated trust structures—including irrevocable, dynasty, charitable, and special needs trusts. Our fiduciary professionals act with discretion, managing trusts in alignment with legal requirements and long-term client objectives.
With expertise in navigating complex family dynamics and evolving generational needs, clients value our commitment to privacy, secure communication, and custom reporting—details that reflect their values, goals, and vision for the future.
Appointing a Corporate Trustee
Alex Lyden explains how corporate trustees deliver stability, objectivity, and specialized expertise in managing complex family assets and estate plans. He highlights their role in ensuring continuity, easing burdens on personal trustees, and flexibly overseeing diverse holdings while maintaining adaptability for changing circumstances.
alex lyden
Chief Fiduciary Officer and Trust Counsel
COMPREHENSIVE TRUST ADMINISTRATION
Evercore Trust Company’s Corporate Trustee Services delivers high-touch, disciplined administration across sophisticated trust structures—including irrevocable, dynasty, charitable, and special needs trusts. Our fiduciary professionals act with discretion, managing trusts in alignment with legal requirements and long-term client objectives.
With expertise in navigating complex family dynamics and evolving generational needs, clients value our commitment to privacy, secure communication, and custom reporting—details that reflects their values, goals, and vision for the future.
Chief Fiduciary Officer and Trust Counsel
Alex Lyden explains how corporate trustees deliver stability, objectivity, and specialized expertise in managing complex family assets and estate plans. He highlights their role in ensuring continuity, easing burdens on personal trustees, and flexibly overseeing diverse holdings while maintaining adaptability for changing circumstances.
Complex Wealth Transitions Guidance
Liquidity Event Planning
We support clients through significant financial events—including business sales, IPOs, inheritances, and marital transitions—where appropriate, liquidity is integrated into existing trust structures to align with lifestyle goals and legacy planning.
Compliance and Tax
We help navigate the regulatory and tax challenges of assets held across multiple jurisdictions. Our Wealth and Fiduciary Advisors proactively manage strategies to preserve wealth through the most intricate transitions.
Trust Structures
In consultation with our clients’ tax and legal advisors, we design and administer trusts for concentrated stock positions, closely held businesses, real estate, and other complex assets.
Complex Wealth Transitions Guidance
Liquidity Event Planning
We support clients through significant financial events—including business sales, IPOs, inheritances, and marital transitions—where appropriate, liquidity is integrated into existing trust structures to align with lifestyle goals and legacy planning.
Compliance and Tax
We help navigate the regulatory and tax challenges of assets held across multiple jurisdictions. Our Wealth and Fiduciary Advisors proactively manage strategies to preserve wealth through the most intricate transitions.
Trust Structures
In consultation with our clients’ tax and legal advisors, we design and administer trusts for concentrated stock positions, closely held businesses, real estate, and other complex assets.
Our insights on CORPORATE TRUSTEE services
Justin Miller, Partner and National Director of Wealth Planning at Evercore Wealth Management, will be a featured speaker at the 2026 Estate Planning for Large Estates Program.
His presentation, “QSBS 2.0: Enhanced Opportunities for the Ultra-Wealthy After OBBBA,” will examine the fundamentals of Qualified Small Business Stock (QSBS) under Section 1202, recent changes following the One Big Beautiful Bill Act, and advanced planning opportunities for founders and ultra-high-net-worth families.
Topics will include strategies for maximizing capital gain exclusions, the use of non-grantor trusts in QSBS planning, state income tax considerations, and key trust drafting issues.
For more information, please contact [email protected].
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Family businesses, real estate, mineral interests, loans and notes, life insurance, tangible assets, and collectibles: These are all special assets.
VIDEO
NOVEMBER 15, 2024
Alex Lyden, Chief Fiduciary Officer and Trust Counsel at Evercore Trust Company, explains the critical role corporate trustees
BLOG
Family businesses, real estate, mineral interests, loans and notes, life insurance, tangible assets, and collectibles: These are all special assets.
BLOG
Families – and their advisors – can struggle to find a willing, able, and qualified fiduciary.
