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NEWSISSUESblogvideoProfessional Advisors

Helping you serve the best interests of your clients.

Welcome to Evercore Wealth Management and Evercore Trust Company, N.A. We are part of Evercore (NYSE: EVR), serving ultra-high net worth families in the United States and international families with U.S. financial interests.
100
Top 100 Independent Investment Advisors by Barron’s for 2023–241
99%
Evercore Wealth Client Retention2
$14.4B
Assets Under Management3

We are team players, working closely with our clients’ attorneys and their other trusted advisors, to develop and implement customized and integrated wealth plans.

We provide strategic wealth planning, global investment management, trust and fiduciary services, and family office services. We are pleased to share our perspectives, through our publications, seminars, and events.

past editions

2025
2024
2023
2022
2021

issues

Don't Guess and Make a Mess With QSBS
Special
EDITION
|
2024
Qualified small business stock, or QSBS, can be a powerful wealth planning tool. Evercore Wealth Management can help take advantage of the QSBS exclusion and optimize the tax benefits…
Cross Border Planning for Global Families
Sixth
EDITION
|
2024
Are your clients spread across multiple countries, both in terms of individual residency and location of assets? Evercore Wealth Management and Evercore Trust Company can help navigate the complexities of cross-border financial planning…
Administering Special Assets: Keys to Selecting a Corporate Fidiuciary
Fifth
EDITION
|
2023
Are your clients working with a modern fiduciary to administer complex, unique assets? Evercore Trust Company N.A. can help manage a range of special assets, including homes, businesses, and family farms,…
Transaction Planning: Don't Leave Money on the Table
Fourth
EDITION
|
2023
Are any of your clients thinking about selling their business? A successful business transaction starts with a great advisory team, however a super -successful business transaction includes a strategic wealth advisor on the team…
Special Needs Trusts: Identifying a Responsible Fiduciary
Third
EDITION
|
2023
Administering a special needs trust is considerably more complicated than managing most other trusts. Some considerations involved include…
Evercore Trust Company, N.A.—Why Delaware?
Second
EDITION
|
2022

1 We were named among the Top 100 Independent U.S. Registered Investment Advisors by Barron’s for 2024 (09/13/24) and 2023 (09/15/23).‍
2 Based on data from 06/30/23 – 06/30/24.
3 As of 03/31/25.