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 your clients spread across multiple countries, both in terms of individual residency and location of assets? Evercore Wealth Management and Evercore Trust Company can help navigate the complexities of cross-border financial planning...
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Qualified small business stock, or QSBS, can be a powerful wealth planning tool. Evercore Wealth Management can help take advantage of the QSBS exclusion and optimize the tax benefits…
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