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 provide strategic wealth planning, global investment management, trust and fiduciary services, and family office services. We are pleased to share our perspectives, through our publications, seminars, and events.
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Are any of your clients thinking about selling their business? A successful business transaction starts with a great advisory team, however a super -successful business transaction includes a strategic wealth advisor on the team...
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Administering a special needs trust is considerably more complicated than managing most other trusts. Some considerations involved include...
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Are your clients working with a modern fiduciary to administer complex, unique assets? Evercore Trust Company N.A. can help manage a range of special assets, including homes, businesses, and family farms...
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