Independent wealth advisory and trust services for high-net-worth families.
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:
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.
Whatever happens to you or to your personal trustee, a corporate trustee can continue to file tax returns, ensure the safety of assets, and supervise your marketable securities.
On Evercore Wealth, from a family-office user
Built for Private Wealth Owners / Principals, Single Family Office (SFO), Multi Family Office (MFO).
Dedicated wealth and fiduciary advisors; email contact at [email protected]