FAMILY WEALTH TRANSFER SERVICES
Trust and Estate Planning
Evercore Wealth Management, together with its affiliate, Evercore Trust Company, N.A., offers sophisticated trust and estate planning solutions tailored to the unique needs of ultra high net worth families. Our team works with our clients and their advisors to design and administer complex trust structures—including irrevocable trusts, dynasty trusts, GRATs, charitable trusts, and special needs trusts—ensuring seamless multigenerational wealth transfer.
We also integrate philanthropy into these solutions—leveraging vehicles such as private foundations and donor-advised funds—to enhance both financial outcomes and social impact. Transparent fees, active portfolio oversight, and regular reviews are designed to keep clients informed, empowered, and in control of their legacy planning.
“Planning for multigenerational families means balancing the wishes of the benefactors and the needs of the beneficiaries.”
Partner, Wealth & Fiduciary Advisor
Trust and Estate Planning
Evercore Wealth Management, together with its affiliate, Evercore Trust Company, N.A., offers sophisticated trust and estate planning solutions tailored to the unique needs of ultra-high net worth families. Our team works with our clients and their advisors to design and administer complex trust structures—including irrevocable trusts, dynasty trusts, GRATs, charitable trusts, and special needs trusts—ensuring seamless multigenerational wealth transfer.
We also integrate philanthropy into these solutions—leveraging vehicles such as private foundations and donor-advised funds—to enhance both financial outcomes and social impact. Transparent fees, active portfolio oversight, and regular reviews are designed to keep clients informed, empowered, and in control of their legacy planning.
“Planning for multigenerational families means balancing the wishes of the benefactors and the needs of the beneficiaries.”
Partner, Wealth & Fiduciary Advisor
Next-Generation Engagement
Governance Frameworks
We help families build structured governance models that clarify roles, streamline decision-making, and support long-term succession planning—minimizing conflict and ensuring a smooth transition of wealth.
Intergenerational Communication
Structured family meetings and guided discussions encourage open dialogue around values, goals, and expectations. These conversations strengthen trust and unify families around shared vision and responsibility.
Preparing Future Generations
Tailored financial education programs equip heirs with the knowledge and tools to be responsible stewards of wealth. From investment literacy to strategic planning, we empower the next generation to lead with confidence and purpose.
Next-Generation Engagement
Governance Frameworks
We help families build structured governance models that clarify roles, streamline decision-making, and support long-term succession planning—minimizing conflict and ensuring a smooth transition of wealth.
Intergenerational Communication
Structured family meetings and guided discussions encourage open dialogue around values, goals, and expectations. These conversations strengthen trust and unify families around shared vision and responsibility.
Preparing Future Generations
Tailored financial education programs equip heirs with the knowledge and tools to be responsible stewards of wealth. From investment literacy to strategic planning, we empower the next generation to lead with confidence and purpose.
Our insights on FAMILY WEALTH TRANSFER SERVICES
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February 10, 2025
Over $100 trillion in assets will be transferred within 25 years in the United States.1 At 77 years old, I have to consider that my
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September 30, 2024
Every family struggles at times to connect. There’s so much at stake: relationships between parents and grown children,
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August 1, 2023
Stress tests can actually take the stress out of our biggest, most complex tests. That’s how regulators evaluate financial
