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As an independent fiduciary, we operate with complete objectivity—guided solely by the best interests of the grantor and beneficiaries. Our work is grounded in the highest standards of governance, integrity, and accountability.
We administer complex trusts and serve as a trustee, offering flexible, innovative solutions. What sets us apart is our singular point of accountability: the same dedicated Wealth and Fiduciary Advisor who structures your trust is the one who manages it. Our personalized model is built on long-term partnership and technical expertise—ensuring every engagement reflects both the trust’s original purpose and the evolving needs of those it serves.
Alex Lyden, Chief Fiduciary Officer and Trust Counsel at Evercore Wealth Management explains why appointing a corporate trustee can provide expert guidance and flexibility in navigating complex assets and estate planning.
Serving as an objective partner, we help reduce legal, regulatory, and reputational risks. Our independent oversight supports sound decision-making and the long-term preservation of wealth across generations.
We maintain direct relationships with beneficiaries to understand their goals, circumstances, and family dynamics. This insight informs how we administer the trust—ensuring it remains responsive to changing needs while grounded in strong governance.
We manage long-term trusts with unique complexities, including concentrated stock positions, legacy holdings, and multigenerational governance structures. Our expertise ensures these trusts remain aligned with both their original purpose and the changing needs of the families they serve.
Clients work directly with senior wealth and fiduciary advisors who offer tailored insight and hands-on support. Our responsive service ensures that each trust is thoughtfully administered to reflect your values, vision, and legacy.
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