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, CEO

Evercore Wealth Management and Evercore Trust Company, N.A together serve families, foundations, and endowments across the United States. We are proud of our performance and of our culture of individual and institutional integrity.