Wealth Management

Achieving Financial Objectives

Evercore Wealth Management and Evercore Trust Company are our personal investment management and trust businesses, serving executives, business owners, multigenerational families and other U.S. private clients. As a leading independent registered investment advisor (Barron’s, Financial Advisor)* and a national trust company, we provide strategic wealth planning, top-tier global investment management, and comprehensive trust and family office services.

Our teams work closely with our clients and their other advisors to establish distinctive financial objectives to pursue personal, business and legacy goals. We combine our proprietary expertise and carefully selected external liquid and illiquid investments, seeking to generate the highest after-fee, after-tax, risk-adjusted returns across a range of asset classes.

All of us at Evercore Wealth Management and Evercore Trust Company support the Evercore values. We are committed to meeting our clients’ financial goals, and to earning and sustaining their trust.

Learn more about Evercore Wealth Management, LLC and Evercore Trust Company, N.A. at evercorewealthandtrust.com.

* We were named a leading registered investment advisor for 2023 by Financial Advisor magazine on 7/14/2023. The Financial Advisor survey ranks 521 investment advisors registered with the U.S. Securities and Exchange Commission by discretionary and non-discretionary assets under management, growth in assets as a whole, per client and on the percentage change in number of clients. We were named among the Top 100 Independent Registered Investment Advisory firms for 2023 by Barron’s on 9/15/2023. The Barron’s survey ranks independent advisory companies based on assets managed, technology spending, staff diversity, succession planning and other metrics. Evercore did not provide any compensation in connection with obtaining or using these third-party ratings and awards.