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 firstname.lastname@example.org.
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