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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
For ultra-high net worth individuals and families, we craft strategies that reflect their values, family goals, and long-term vision.
We are committed to acting in our clients’ best interests. As a fiduciary, our approach is designed to align advice and strategies with each client’s goals, values, and long-term objectives.
Our culture emphasizes transparency, accountability, and fiduciary responsibility in the way we serve clients.
We hold ourselves to high standards in research, planning, and execution, with the goal of delivering thoughtful strategies and outcomes that align with client objectives.
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.
Trust starts with transparency—and we’re committed to it. We prioritize open communication, collaborative relationships, and transparency.
Free from hidden incentives or sales-driven agendas, our multidisciplinary teams deliver objective, research-based investment advice. Our platform provides access to high-quality opportunities across both public and private markets, always with full transparency and accountability.
We provide personalized advice tailored to each client’s circumstances, with a focus on aligning strategies to financial goals and objectives.
We help build robust family governance frameworks that support transparency, communication, and unity across generations.
We support entrepreneurs with succession and estate planning strategies designed to help provide clarity and continuity for the future.
Integrated wealth compensation, lifestyle goal setting, and legacy planning for informed decisions.
Providing investment strategies aligned with an organizations mission with fiduciary oversight, governance support, and trust administration.
Offering personalized attention and stewardship of wealth across generations.
We take the time to understand each client’s unique goals, risk tolerance, and time horizon. Our multidisciplinary teams collaborate to deliver customized wealth planning, asset allocation, and trust services—always guided by our clients’ best interests.
From navigating market shifts and liquidity events to addressing evolving governance needs, we offer agile, strategic advice tailored to the complex needs of ultra-high net worth individuals, families, endowments, and foundations.
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