Evercore Wealth Management

Evercore Wealth Management, LLC, a subsidiary of Evercore, serves high net worth families, foundations, and endowments, delivering customized strategic wealth planning, investment management, and trust and custody services. Evercore Wealth Management is a registered investment advisor with the U.S. Securities and Exchange Commission (the “SEC”), with offices in New York, Minneapolis, Palm Beach, San Francisco, and Tampa. Registration with the SEC does not imply a certain level of skill or training. The firm manages $13.1 billion in client assets as of June 30, 2024. Additionally, Evercore Wealth Management offers personal trust and custody services to its clients through its Wilmington, Delaware-based affiliate Evercore Trust Company, N.A. a national trust bank regulated by the Office of the Comptroller of the Currency.