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Evercore Wealth Management and Evercore Trust Company are prepared in the event that the coronavirus becomes more prevalent.
At this time our offices are open and we do not expect any disruption in client service.
Evercore employees are able to work remotely, to take care of themselves, their families, and our clients. Our crisis communication and business continuity plans are frequently and rigorously tested. Our operations team is carefully monitoring the plans of our key vendors and other stakeholders.
As these continuity plans are activated, we are confident that we will be able to accept and invest funds, monitor accounts and make distributions in a timely and prudent manner.
Please contact your Evercore advisors for further information on the steps that Evercore is taking to protect clients, employees and others engaged with the firm. We will provide additional communications as circumstances warrant.
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