A leading independent wealth advisory firm
Evercore Wealth Management and Evercore Trust Company
Recognized By The Industry
Chris Zander Interviewed by Barron’s
President & CEO
"They worry about taxes. They worry about transferring wealth tax efficiently. But I would say the top concern is how to educate the next generation to succeed in managing wealth for the family."
Perspectives from Our Wealth and Fiduciary Advisors
The way we serve clients is shaped by how we think. These selected perspectives reflect the shared principles that guide our entire advisory team — and offer a view into the people who bring those principles to life.
"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."
Partner, Chief Fiduciary Officer, Director of Delaware Trust Services and Trust Counsel
“It’s my job to help executives make informed decisions regarding deferred stock compensation and to appropriately diversify balance sheet risk.”
Partner, Wealth & Fiduciary Advisor
“Private equity can be an important component of a long-term portfolio, adding diversification and potential for outsized growth.”
Partner, Portfolio Manager
Each issue of Independent Thinking® features insights from our advisors on investment strategy, planning, and fiduciary matters.
Independent Thinking Panel: May 2026 Investment Outlook Webinar
May 15, 2026
In our latest investment outlook webinar, Chief Investment Officer John Apruzzese and Partner Brian Pollak shared our thinking on the underlying drivers of the market and the prospects for continued growth.
If you would like to view the replay, please contact us at [email protected].
Q2 2026 Market Outlook
July 9, 2026
Q2 2026 delivered exceptionally strong equity market returns, driven primarily by accelerating corporate earnings rather than expanding valuations, with AI-related investment continuing to fuel growth across technology, infrastructure, and industrial sectors. While inflation remains above the Fed’s target and interest rates are likely to stay elevated, resilient earnings, healthy consumer spending, and broadening market leadership support a constructive outlook.
Our current view continues to favor equities, particularly U.S. companies positioned to benefit from AI, while emphasizing diversification across international markets, credit, private investments, and defensive assets to manage ongoing risks from inflation, geopolitics, and potential AI-related overinvestment.
Click here to view our latest market update.
Please contact us at [email protected] if you would like to learn more.
Chris Zander Interviewed By Barron’s
November 4, 2024
Taxes, transferring wealth, educating the next generation to manage money for the family: these are some of the topics addressed in the Barron’s profile: Here Is What Wealthy Families Worry About, Says Evercore’s Chris Zander. To view the article, click here.
Forbes Ranks Evercore Wealth Management a Top RIA Firm
October 1, 2025
We’re proud to share that Evercore Wealth Management has been named to the 2025 Forbes Top RIA list (10/01/2025).
This recognition reflects our team’s unwavering commitment to stewarding our clients’ wealth and providing trusted advice across generations.
Discover more about our mission to help high net worth individuals, families, and institutions achieve their goals with confidence in this spotlight featuring our CEO, Chris Zander.
Barron’s Once Again Ranks Evercore Wealth Management a Top 100 RIA Firm
September 15, 2025
Evercore Wealth Management was once again named to the Barron’s Advisor annual ranking of top 100 independent U.S. Registered Investment Advisors for 2025 (9/12/2025). This achievement reflects not only the hard work and dedication of our colleagues, but also the trust and partnership of our clients. At Evercore Wealth Management, we are committed to delivering independent advice, customized strategies, and long-term value that align with our clients’ goals.
If you would like to learn more about our firm, please contact us at [email protected].
