Trust Planning With Purpose

Karen Francois, Wealth Advisor and Chief Personal Trust Officer, comments on trust and estate planning services. Karen expresses the firm’s efficient, transparent, and customized trust solutions tailored to client’s unique family and financial situations.

Key Highlights

Personalized Trust Services: Customized solutions reflecting individual family circumstances.
‍Revocable Trusts: Features flexibility and privacy, ensuring continuity of asset management.
‍Multi-Generational Planning: Family and charitable trusts support legacy goals and tax-efficient wealth transfer across generations.
‍Special Needs Trusts: Compassionate planning for families with dependents who require lifelong support.
‍Integrated Expertise: Ensuring trust planning aligns with the client’s overall financial strategy.

Karen is a Partner and Wealth & Fiduciary Advisor at Evercore Wealth Management, providing families, foundations and endowments with comprehensive, goals-based wealth planning and a Managing Director at Evercore Trust Company, N.A. She is a member of Evercore Trust’s Personal Trust Advisory Committee, which is responsible for setting the firm’s fiduciary policy for the personal trust business. She is also a member of Evercore Trust Company’s Fiduciary Oversight Group and Compliance and Operational Risk Committee.

Before joining Evercore in 2008, Karen was responsible for the New York metropolitan regional trust group at U.S. Trust and provided the division with technical expertise and advice on all fiduciary, risk management, and business issues. She has over 40 years of experience advising ultra high net worth families in wealth planning and fiduciary and family office services.

Karen received her B.S. in Criminal Justice from The American University and holds her Certified Financial Planner license.

She is a past member of the Estate Planning Council of New York City, as well as a past board member and past Treasurer of Opus 118, Harlem School of Music.

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Karen Francois

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