Evercore Wealth

Evercore Wealth Management and its affiliate Evercore Trust Company operate as an independent registered investment advisor with approximately $136 billion in assets under management. The firm is built around a dual-advisor model: each client receives two advisors, pairing a wealth and fiduciary advisor with investment management expertise. This structure is deliberate, designed to ensure that tax planning, estate structuring, and portfolio management are addressed in coordination rather than in separate conversations.

The firm’s offering is oriented toward high-net-worth individuals, senior executives, private equity principals, and multigenerational families. Core service areas include:

• Integrated strategic wealth planning and fiduciary services
• Trust administration through Evercore Trust Company, including Delaware trust structures
• Executive stock compensation and deferred compensation planning
• Private equity and alternative asset allocation within long-term portfolios
• Multigenerational wealth transfer and estate planning

Evercore Trust Company provides continuity that personal trustees cannot: maintaining tax filing obligations, safeguarding assets, and supervising marketable securities regardless of changes in personal circumstances. This matters to families considering long-duration trust structures where institutional continuity is a functional requirement, not merely a preference.

Families and principals who require a single firm to span advisory, fiduciary, and trust administration without assembling multiple providers will find this model relevant. Pricing is not publicly disclosed, and the firm appears oriented toward a U.S. Client base. Those seeking purely institutional investment management without integrated planning services, or smaller wealth situations below a presumed minimum, may find the offering misaligned with their needs.