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

15.4B

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 planningglobal investment managementtrust and fiduciary services, and family office services. We are pleased to share our perspectives, through our publications, seminars, and events.

2021

Successful Wealth Management Takes a Team: Two Cases in Point

First EDITION

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2021

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.