Who We Are

Welcome to our firm

Evercore Wealth Management and Evercore Trust Company, N.A. are the private client businesses of Evercore (NYSE: EVR). We provide integrated strategic advice, global portfolio management, comprehensive trust and fiduciary services, and family office services.

Our clients include entrepreneurs, executives, and multi-generational families, including international families with U.S. interests. We additionally work with foundations, endowments, and nonprofits.

Our multidisciplinary team includes some of the most experienced professionals in the industry. Our senior professionals work directly with our clients, building and sustaining lasting relationships.

Top 100

We were named among the Top 100 Independent U.S. Registered Investment Advisors by Barron’s.1

Top RIA

Evercore Wealth Management was named a leading registered investment advisors for 2024 by Financial Advisor.1

Leadership

Our core values: Client focus | Integrity | Excellence | Respect | Diversity, Equity and Inclusion | Investment in people | Partnership

Independent Thinking®

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2008

Founded by Evercore and Evercore Wealth Management Partners

99%

Evercore Wealth Client Retention2

$13.8B

Assets Managed for Families & Related Institutions3

News

1 We were named among the Top 100 Independent U.S. Registered Investment Advisors by Barron’s for 2024 (09/13/24).  We were named a leading registered investment advisor for 2024 by Financial Advisor (07/12/24).  
2 Based on data from 06/30/23 – 06/30/24.
3 As of 09/30/24.

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