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Alex Lyden, Chief Fiduciary Officer and Trust Counsel at Evercore Trust Company, explains the critical role corporate trustees can play in estate planning. He dispels common misconceptions and outlines how a corporate trustee can provide stability, objectivity, and expertise in managing complex family assets and dynamics.
Alex is a Managing Director and the Chief Fiduciary Officer, Director of Delaware Trust Services, and Trust Counsel at Evercore Trust Company, N.A. and a Partner at Evercore Wealth Management. He is also the Chair of Evercore Trust Company’s Personal Trust Advisory Committee, which is responsible for setting the firm’s fiduciary policy for the personal trust business, and the Chair of Evercore Trust Company’s Fiduciary Oversight Group.
Prior to joining Evercore in May 2021, Alex served as President of Christiana Trust Company of Delaware, a wholly owned subsidiary of WSFS Financial Corporation. Prior to joining Christiana Trust in 2015, he served as Trust Counsel to Commonwealth Trust Company and, earlier, practiced as an estate planning and tax attorney at several law firms in Pennsylvania.
Alex earned a B.A. with distinction from Yale University, and both a J.D. and an LL.M. in taxation from the James E. Beasley School of Law at Temple University. He is a member of the Pennsylvania and New Jersey bars and a member of the Delaware bar under Rule 55.1.
Belinda is a Managing Director and Head of Technology Strategy & Investment Reporting at Evercore Wealth Management and Evercore Trust Company. She leads platform migration, data strategy, performance reporting and the identification of evaluating technology tools.
Belinda joined Evercore Wealth Management in June, 2025 from Ridgeline, where she worked as the director of consulting. She previously worked at Accusource, as the chief business officer and, earlier, at Shepherd Kaplan Krochuk, where she built and led the analytics team and as a project manager at SS&C Advent.
Belinda earned her Master’s of Liberal Arts from Harvard (general management and a concentration in finance), and her B.A. in Anthropology from the University of Pennsylvania.
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
