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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.
President & CEO
Bringing Clarity. Continuity, and Lasting Stewardship.
Our Goal is to Build Lasting Relationships Rooted in Trust and Values.
We Communicate Openly, Collaborate Closely, and Provide Clear, Straightforward Reporting.
Client-Driven Integrated Wealth and Trust Service Approach.
Delivering Trusted - Personalized Wealth Management with Precision and Discrete Services.
Comprehensive Complex Wealth Strategy.
Our Nationally Chartered Trust Company Offers Fiduciary Continuity and Flexibility for Families Across Jurisdictions.
A Unified Approach to Stewardship and Legacy.
1 Evercore Wealth Management was named among the Top 100 Independent U.S. Registered Investment Advisors by Barron’s for 2024 (Sept 13, 2024).
2 Evercore Wealth Management was named a leading Registered Investment Advisor for 2025 by Financial Advisor magazine (July 11, 2025)
Investment and Wealth Management services are provided by Evercore Wealth Management, LLC an investment advisor registered with the U.S. Securities and Exchange Commission (the "SEC") under the Investment Advisers Act of 1940. Registration with the SEC does not imply a certain level of skill or training. Trust and custody services are provided by Evercore Trust Company, N.A. a national trust bank regulated by the Office of the Comptroller of the Currency.
Client retention rate is based on data from 06/30/24 – 06/30/25. Assets under management are as of 06/30/25