Our Approach

Working with Evercore

Our distinctive approach integrates strategic wealth planning, global investment management, and trust and family wealth services to maximize the chance that you will reach – or exceed – your objectives for your family, your foundation or your endowment.

We administer, manage and implement a broad array of trusts, including:

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

We can act as executor, personal representative, directed trustee, sole trustee, co-trustee, successor trustee, and agent for trustee. Our customized trust services include:

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

Additionally, we provide a range of family wealth services, such as custody, financial administration, comprehensive reporting and private wealth education and governance.