Independent special fiduciary for many of the most complex exemptions granted by the DOL

Personal Trust Services

Our wealth and fiduciary advisors are experienced professionals in the trust industry. We forge lasting relationships with our clients and are committed to carrying out their wishes and maintaining the well-being of their beneficiaries. Our customized trust services include:

  • Wealth transfer planning
  • Investment management
  • Custody, safekeeping and recordkeeping
  • Family governance
  • Exercise of discretion
  • Estate and trust settlement services

We act as executor, personal representative, directed trustee, sole trustee, co-trustee, successor trustee, and agent for trustee, taking legal responsibility of carrying out the terms of:

  • Estates and Includable Trusts
  • Revocable and Irrevocable Trusts
  • Charitable Trusts and Private Foundations
  • Generation-Skipping Trusts
  • Special Needs/Special Purpose Trusts

To learn more about our trusts and family wealth services through Evercore Trust Company and Evercore Wealth Management, please visit www.evercorewealthmanagement.com or www.evercoretrustcompanyofdelaware.com. Alternatively, please contact Christopher Zander at zander@evercore.com.

To read related articles in our quarterly journal, Independent Thinking, please click on the links below.

The Makings of a Modern Trust Company by Christopher Zander

Crossing to Delaware: Factors in Determining a Trust Jurisdiction by Darlene Marchesani

Choosing the Right Trustees by Jeff Maurer