Founded in 1987 as the Special Fiduciary Services part of U.S. Trust

The Team

The Evercore Trust team includes relationship managers, plan administrators, financial analysts, and experienced in-house legal counsel, working out of offices in Los Angeles, Washington, D.C., and New York City.

All engagements are staffed with highly experienced individuals with the skills needed to execute our responsibilities relating to investments in company stock, independent fiduciary engagements, and trust services. Our senior management has an average of over 25 years of industry experience. External legal and financial advisors are retained from time to time as appropriate to the engagement.

Together, we bring an integrated approach to every engagement, enabling us to apply specialized expertise as needed while working to ensure the highest levels of client satisfaction.