Evercore Trust provides America’s leading corporations and institutions with investment management, independent fiduciary, and trustee services for employee benefit plans. Our experienced professionals deliver a wide range of fiduciary services for both qualified and non-qualified employee benefit plans, including defined benefit pension plans, VEBAs, ESOPs, 401(k) plans, profit sharing plans, and rabbi trusts.


Our distinctive approach to investment management serves institutional clients, including foundations and endowments, defined benefit and defined contribution plans, Rabbi and VEBA trusts, and corporations. We provide tailored and dynamic asset allocation and analytics, active portfolio management and rebalancing, and reporting. We additionally serve as Chief Investment Officer to many of our clients, providing ongoing external manager selection and due diligence.


Evercore Trust Company provides families across the United States with a modern alternative to traditional trust companies, many of which have changed beyond recognition in recent years. We aim to set a new standard in trusts and family wealth services, reflective of our legacy experience and the Evercore culture of personal and institutional integrity.

Cover Story

QPAM and IHAM Audits

Mayer Bick authored a white paper discussing the role of an independent auditor ... More..

Recent Highlights

Evercore Trust Company Chicago Event

A highlight of the Summer was an August evening we spent in Chicago with our ERI... More..

ABA Section of Taxation’s Joint Fall CLE Meeting

David Cohen will be presenting on three panels during the ABA Section of Taxatio... More..