High net worth focus Evercore Wealth Management serves high net worth individuals and families, presenting opportunities to upsell advanced wealth planning, trust, and custody solutions through Evercore Trust Company NA.

Asset growth momentum With approximately $14.4 billion in client assets as of June 30, 2025 and revenue in the 100M–250M range, there is potential to expand client base and cross-sell investment management and fiduciary services to affiliated family offices and institutions.

Strategic hires Recent leadership appointments and promotions, including managing directors and partners, indicate a growth trajectory and increasing capacity for complex wealth management, fiduciary advisory, and bespoke trust solutions that can be offered to current and prospective clients.

Delaware trust strengths Evercore Trust Company leverages Delaware trust advantages and modern trust architecture, presenting a compelling pitch for clients seeking sophisticated trust structures, tax efficiency, and regulatory benefits.

Geographic footprint With offices in New York, Minneapolis, Palm Beach, San Francisco, and Tampa, there are regional opportunities to tailor services to affluent clients in diverse markets and to coordinate cross-region trust and custody capabilities.