Evercore Trust Company NA

Privately owned and independent, Bessemer Trust is a multifamily office that has served individuals and families of substantial wealth for more than 115 years. Through comprehensive investment management, wealth planning, and family office services, we help clients achieve peace of mind for generations.

Bryn Mawr Trust (BMT), founded in 1889, is a locally managed, premier financial services company providing personal, commercial and private banking; trust administration and wealth management including: investment management, estate administration, retirement planning, custody services, brokerage, and tax planning and preparation; and personal and commercial insurance and risk management solutions through its agency, BMT Insurance Advisors.

You can benefit from a wide range of services designed to meet your specific needs, regardless of complexity or size. Because of the broad range of capabilities offered by U.S. Trust, we can address highly complex wealth management challenges many of which are of particular concern to our clients in West Conshohocken, PA. Your unique financial opportunities, challenges and goals drive your relationship at U.S. Trust. The wealth management recommendations we make for you are based on a comprehensive understanding of what is most important to you and how you define success. Building on that knowledge, your team addresses the factors that can influence your decisions, your family's financial well-being and your legacy. You can expect access to extensive resources and the intellectual capital of Bank of America, coupled with the experience and personalized solutions delivered by a boutique private bank.