By using this Website, you signify that you have read and agree to these Terms and Conditions of Use (“terms of use” or “terms”). If you do not agree to these terms of use, please do not use the site. Evercore Wealth Management, LLC (“Evercore Wealth” or “We”) reserves the right, at its discretion, to change, modify, add or remove portions of these terms at any time. Please check these terms periodically for changes.

No Warranty

We created this Website for the convenience of our clients. The information (including text, graphics and functionality) is presented "As Is" and "As Available" without express or implied warranties including, but not limited to, implied warranties of non‐infringement, merchantability and fitness for a particular purpose. We expressly disclaim any liability for errors and omissions regarding the information and materials contained in the Website. Due to the nature of the Internet, we cannot guarantee the accuracy or completeness of the information contained in this Website or its suitability for any purpose.

Proprietary Rights

All right, title and interest in this Website and any content contained herein is the exclusive property of Evercore Wealth, except as otherwise stated. Unless otherwise specified, this Website is for your personal and non‐commercial use only and you may print, copy and download any information or portion of this Website for your personal use only. You may not modify, copy, distribute, transmit, display, perform, reproduce, publish, license, frame, create derivative works from, transfer, or otherwise use in any other way for commercial or public purposes in whole or in part any information, software, products or services obtained from this Website, except for the purposes expressly provided herein, without Evercore Wealth’s prior written approval. If you copy or download any information or software from this web website, you agree that you will not remove or obscure any copyright or other notices or legends contained in any such information.

Ownership and Trademarks

The trademarks, logos and service marks shown on this website are registered trademarks of Evercore. Nothing on this Website are the property of Evercore Wealth and nothing herein shall be interpreted as granting any license or right to use any image, trademark, logo or service mark on the Website. Copying or downloading material from this Website does not transfer title to any material on this Website to you. You are prohibited from using any marks for any purpose including, but not limited to use as metatags on other pages or sites on the Internet without the written permission of Evercore Wealth or such third party, which may own the marks. Anything transmitted to this Website by you becomes Evercore Wealth’s property and may be used by us for any lawful purpose. Evercore Wealth reserves all rights with respect to copyright and trademark ownership of all material at this website.

Account Statements

The information provided on this Website is not intended to be, and should not be, relied upon as a formal record of your account. Your custodial statement serves as the factual and actual record of your account and includes the amount of funds and of each security in the account at the end of the reporting period and setting forth all transactions in the account during that period. If Evercore Trust Company, N.A. serves as your custodian, you will find copies of your custodial statements on this Website under the Documents and Statements tab.

You are urged to compare your custodial account statements with any reports received from Evercore Wealth, including the information on this Website, and notify us immediately of any discrepancies.


Because of the marked increase in the fabrication and proliferation of computer viruses affecting the Internet, we want to warn you about infections or viral contamination on your system. It is your responsibility to scan any and all downloaded materials received from the Internet, including from this Website. We are not responsible or liable for any damage caused by such hazards.


We welcome your e‐mail correspondence. But Internet and e‐mail communications are not confidential. It is possible that information transmitted to us may be read or obtained by other parties. In an attempt to protect your privacy, our e‐mail responses attempt to limit the inclusion of personal account information such as social security numbers or account numbers.

Linked Sites

This Website may provide links to other sites for your convenience in locating related information and services. We do not maintain all of these other sites and have no control over the organizations that maintain these sites or the information, products or services these organizations provide. Although we believe that the information from these organizations is reliable, we cannot guarantee their accuracy, completeness or suitability for any purpose. Accordingly, we expressly disclaim any responsibility for the content of these other websites, the accuracy of the information on these websites or the quality of products or services provided by the organizations that maintain them. We do not recommend or endorse these organizations or their products or services in any way.


E‐mail is an important communication channel for our clients. We will use your e‐mail address and the content of any e‐mail for correspondence purposes and to meet our legal and regulatory requirements regarding customer communications. On occasion, we may use your e‐mail address to send you communications with information about service and product information that we believe may be of interest to you. If you do not want to receive such unsolicited communications from us, simply send us a message to this effect.

Limitation of Liability

Under no circumstances including, but not limited to, negligence, shall we be liable for any direct or indirect, incidental, special or consequential damages that result from the use of, or the inability to use, the materials in this Website, even if we or our authorized representatives have been advised of the possibility of such damages. In no event shall our total liability to you for all damages, losses, and causes of action (whether in contract, tort or otherwise) exceed the amount paid by you, if any, for accessing this Website. You are solely responsible for your decision to use this Website. You shall indemnify and hold us harmless from and against any and all claims, damages, liability and/or costs relating to your or your agents use of this Website.

Termination of Access

We reserve the right to terminate without notice to you your access to this Website in our sole discretion, including without limitation, for overuse or abuse of this Website. New York law governs this Website in all respects. Any disputes or actions shall be initiated and resolved through New York courts. You must destroy all materials or copies of materials obtained from this site upon termination.


While we appreciate hearing from you, to avoid any misunderstandings, please understand that anything that you send to us, including ideas, suggestions, proposals, etc., will become our property without any right of compensation and you hereby waive any claim therefore.


Evercore Wealth is registered with the U.S. Securities and Exchange Commission under the Investment Advisers Act of 1940. The information contained on this Website is for informational purposes only and is not an offer to buy or sell or a solicitation of any offer to buy or sell any security/instrument, or to participate in any trading strategy. The information and material on this Website does not constitute financial, investment, tax or legal advice and should not be viewed as advice or recommendations with respect to asset allocation or any particular investment. We obtained this information from multiple sources believed to be reliable; however, we make no representation as to the accuracy or completeness of such third party information. We have no obligation to update, modify or amend this information or to otherwise notify you in the event that any such information becomes outdated, inaccurate, or incomplete. This material on this Website may not be sold or redistributed without the prior written consent of Evercore Wealth.

Trust and Fiduciary services are offered through Evercore Trust Company, N.A. a national trust bank regulated by the Office of the Comptroller of the Currency. Evercore Trust Company, N.A. may serve as the custodian of the assets in your account. Evercore Trust Company, N.A. is a subsidiary of Evercore Partners, Inc. and an affiliate of Evercore Wealth.