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At Evercore Wealth Management, we recognize that every family's wealth carries its own complexities, values, and vision. That's why our approach is both structured and independent, designed to prioritize objectivity from the start.
We combine high-quality investment management with tailored fiduciary solutions to deliver clarity, ensure continuity, and support multigenerational stewardship.
Partner, Chairman
Each client relationship is unique. Our team delivers independent, objective wealth and fiduciary advice based on each client’s values, goals, and vision.
We make decisions in our clients’ best interests. Every portfolio is built to reflect each client’s unique goals, risk tolerance, and priorities. Assets are structured according to specific objectives and time horizons.
A dedicated team of a wealth and fiduciary advisor and investment portfolio manager collaborate to provide investment strategies, tax-aware planning, and estate structuring tailored to each client's objectives.
Our team begins by understanding each client's values, family dynamics, and vision to build tailored wealth strategies
Every client relationship is led by a senior team of fiduciary and investment professionals who provide continuity, direct guidance and draw on deep expertise to address evolving client needs.
We use our Efficient Architecture® process to design portfolios with a focus on after-fee, after-tax, and risk-adjusted outcomes.Each portfolio is constructed with consideration for a client’s specific goals and time horizons.
Evercore Trust Company, N.A., our nationally chartered trust company, provides fiduciary trust services with an emphasis on continuity and flexibility for families.
Our offerings include revocable, irrevocable, charitable, and special needs trusts, structured to support long-term governance objectives including tax efficiency and asset protection.
As a corporate trustee, we operate under the highest fiduciary standards and Delaware’s regulatory framework, combining administrative capabilities with personalized service to support families across generations.
We are committed to acting in our clients’ best interests. As a trusted fiduciary partner, we consider every decision with clients’ goals, values, and long-term vision
We are guided by the principles of transparency, accountability, and fiduciary responsibility.
We apply high standards in research, planning, and execution.
A culture of respect ensures thoughtful collaboration and trusted relationships.
Developing talent and nurturing expertise allows our teams to deliver meaningful, enduring value.
Collaborative thinking leads to tailored strategies and lasting client relationships.
We believe the best outcomes arise from collaboration. That’s why we work as a team—pairing you with a dedicated wealth and fiduciary advisor and an investment portfolio manager who take the time to truly understand your goals.
1 Based on data from 06/30/24 – 06/30/25.
2 As of 06/30/25.
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