Our Team

Karen Francois

  • Partner, Wealth & Fiduciary Advisor
  • Wealth Management
  • New York

Karen Francois is a partner and wealth & fiduciary advisor at Evercore Wealth Management, providing families, foundations and endowments with comprehensive, goals-based wealth planning. She is also a managing director at Evercore Trust Company NA; a member of Evercore Trust’s Personal Trust Advisory Committee, which sets the firm’s fiduciary policy for the personal trust business; and a member of Evercore Trust Company’s Fiduciary Oversight Group and Compliance and Operational Risk Committee.

Before joining Evercore in 2008, Ms. Francois was responsible for the New York metropolitan regional trust group at U.S. Trust, where she provided the division with technical expertise and advice on all fiduciary, risk management and business issues. She has over 40 years of experience advising ultra-high-net-worth families in wealth planning and fiduciary and family offices services.

Ms. Francois is a past member of the Estate Planning Council of New York City, as well as a past board member and past treasurer of Opus 118, Harlem School of Music.

Ms. Francois earned a B.S. in criminal justice from American University and is a certified financial planner.