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

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.

• Strategic Wealth Planning
• Global Investment Management
• Trust & Fiduciary Services
• Family Office Services

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