Firm Profile

Evercore Wealth Management and Evercore Trust Company, N.A.

High Net Worth Guide 2025

Ranked departments
Ranked individuals

Evercore Wealth Management and Evercore Trust Company, N.A.

Evercore Wealth Management and Evercore Trust Company, N.A.

www.evercorewealthandtrust.com

Contact number

212.453.5612

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About

Provided by Evercore Wealth Management and Evercore Trust Company, N.A.
High Net Worth
Firm Overview

Evercore Wealth Management and Evercore Trust Company, N.A. are the private client businesses of Evercore (NYSE: EVR). We provide integrated strategic advice, global portfolio management, comprehensive trust and fiduciary services, and family office services.

Our clients include entrepreneurs, executives, and multi-generational families, including international families with U.S. interests. We additionally work with foundations, endowments, and nonprofits.

Our multidisciplinary team includes some of the most experienced professionals in the industry. Our senior professionals work directly with our clients, building and sustaining lasting relationships.

Main Areas of Practice
  • Strategic Wealth Planning
  • Global Investment Management
  • Trust & Fiduciary Services
  • Family Office Services
Offices

We have offices in New York, San Francisco, Palm Beach, Tampa, and Minneapolis. Our trust company is located in Delaware.

Ranked Offices

Provided by Evercore Wealth Management and Evercore Trust Company, N.A.

USA - Head office

Evercore Wealth Management and Evercore Trust Company, N.A. rankings

High Net Worth Guide 2025
New York
Wealth Managers
1 Ranked Lawyer
Lawyers
Nancy Shavel Gabel
Nancy Shavel Gabel
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