Evercore Trust Company, N.A. (an affiliated company) is the primary custodian for Evercore Wealth Management's client assets. Evercore Trust Company is a national trust bank regulated and supervised by the Office of the Comptroller of the Currency. Evercore Trust Company utilizes SEI Private Trust Company (SPTC) as its sub-custodian to provide custody and record-keeping services for clients' accounts. As of June 30, 2009, SEI administered $380 billion in assets. As trust institutions, both Evercore Trust Company and SPTC segregate the assets they hold in custody on behalf of their clients from their own corporate assets and therefore these assets are not subject to the claims of creditors.