evercore trust company, n.a. ('evercore trust'), a limited purpose national trust bank chartered by the office of the comptroller of the currency, provides specialized investment management, independent fiduciary, and trustee services to employee benefit plans. evercore trust also provides personal trustee, executor, and custody services for evercore wealth management, an affiliated wealth management firm.\\evercore trust was established by evercore partners, inc. ("evercore") in connection with its 2009 acquisition of u.s. trust's special fiduciary services business ("sfs") from bank of america, n.a. the sfs team has provided independent fiduciary services to employee benefit plans at america's leading corporations and institutions since 1987. the sfs team has served as an independent fiduciary to employee benefit plans sponsored by approximately:\\ - 75% of the top 20 corporate plan sponsors in the p&i 1,000;\ - 60% of the companies comprising the dow jones industrial average; and\ - 25% of the corporations in the fortune 500. \\ plan sponsors frequently retain evercore trust to make determinations in connection with transactions where a conflict of interest may exist or where specialized expertise may be required. our services include: \\\ - in-kind contributions to defined benefit plans\ - company stock funds in 401(k) plans\ - grantor (rabbi trusts) for non-qualified plans\ - independent fiduciary decision-making\ - litigation settlements\ - prohibited transaction exemptions\ - proxy voting\ - mutual fund mergers and reorganizations\ - mergers, restructurings, spin-offs, split-offs, and recapitalizations\ - sunset of company stock funds\ - negotiated sale of plan assets between affiliated parties\ - orphan plans\ - health benefits \\ \\bill ryan\\tel: (212) 849-3576\\[email protected]\\ \\norman goldberg\\tel: (202) 471-3501\\[email protected]
investment management
