Evercore Wealth Management offers investment management, wealth planning, and fiduciary solutions for complex financial needs.

Evercore published the 2026 Year-End Wealth Planning Review, outlining recent tax changes and planning considerations for year-end.

The United States is still in pole position in the race to lead artificial intelligence, but weakness on the power front may cost it the advantage.

For many entrepreneurs, their business represents a lifetime of effort. It’s been a source of pride, purpose and income. The idea of selling it and converting

Evercore Wealth Management has once again been named to Barron’s annual ranking of the Top 100 Independent U.S. Registered Investment Advisors for 2026 (9/11/2026).

Profiles of the Delaware-based wealth and fiduciary professionals with expertise in wealth planning, investment guidance, and tailored client support.

Profiles of Minneapolis–based wealth and fiduciary professionals with expertise in planning, investment guidance, and tailored client service.

Profiles of experienced wealth management and fiduciary professionals with diverse expertise in planning, investment, trust services, and client stewardship.

Profiles of San Francisco–based wealth and fiduciary professionals with expertise in planning, investment guidance, and tailored client support.

Evercore Wealth Management offers integrated wealth, investment, and trust services with a focus on long-term client advice.

Overview of tailored approaches to wealth planning, investment strategy, fiduciary guidance, and personalized solutions for complex financial needs.

Overview of expertise, values, client focus, fiduciary principles, and commitment to long-term stewardship in wealth management and trust services.

Contact the team for wealth planning, investment management, trust services, and client support to discuss financial goals, inquiries, and next steps.

A leading independent wealth management and trust advisory firm delivering customized strategies for Ultra-high-net-worth families and institutions.

Evercore Wealth Management is committed to facilitating the accessibility and usability of its website for everyone. Evercore aims to comply with all

March 2026

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