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.

2022

Evercore Trust Company, N.A.—Why Delaware?

Second EDITION

|

2022

Are your clients looking to take advantage of Delaware's trust laws for greater flexibility and protection? Evercore Trust Company N.A. can help establish and administer Delaware trusts to optimize tax efficiency and generational wealth planning.