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"Evercore Wealth Management LLC" is the wealth management division of Evercore, (NYSE: EVR), an investment bank based in New York.

History
Evercore Wealth Management is a registered investment advisor, delivering customized investment management, financial planning, trust and custody services to high net worth individuals, families and related institutions across the United States. The firm was founded in 2008 by former U.S. Trust chief executive officer Jeff Maurer and former colleagues who left U.S. Trust after Charles Schwab Corp. sold the company to Bank of America Corp. in 2007. Evercore Wealth Management has 23 partners, offices in New York and San Francisco, and a total staff of 53, managing over $3.2 billion in client assets, as of December 31, 2011. Evercore Wealth Management additionally provides personal trust services to its clients though Evercore Trust Company, N.A., a chartered national trust bank with $30.8 billion in assets under administration, as of December 31, 2011.

Recent Activities
On September 6, 2011, Evercore Wealth Management expanded to the Midwest, opening a regional headquarters in Minneapolis to serve high net worth individuals, families and related institutional clients throughout the Midwest. The firm now has offices in New York, San Francisco and Minneapolis.

On May 4, 2010, Evercore Wealth Management completed of the acquisition of Morse, Williams and Company, Inc., a SEC registered investment advisor founded in 1981. In a related transaction, Evercore Wealth Management also completed the acquisition of The Wall Street Fund, "WALLX" on NASDAQ, a mutual fund launched on December 23, 1945.