About Us

The New Standard in Wealth Management

Wealth management, as it should be practiced, integrates financial planning, investment management and fiduciary expertise to serve each client’s interests. It’s as complex and as simple as that.— Jeff Maurer, Chairman

Evercore Wealth Management and Evercore Trust Company are part of Evercore, the global independent investment banking advisory firm (NYSE: EVR).
Evercore Wealth Management is one of the leading Registered Investment Advisors in the United States (Financial Advisor, Barron’s1), and Evercore Trust Company provides clients with a modern, more personal alternative to the traditional trust companies.
Together, we serve families, foundations, and endowments across the United States. We are proud of our performance and of our culture of individual and institutional integrity.


1 We were named a leading registered investment advisor for 2023 by Financial Advisor (07/14/23). We were named among the Top 100 Independent U.S. Registered Investment Advisors by Barron’s for 2022 (09/19/22).