News
2025 Year-End Wealth Planning Review
October 6, 2025
Evercore Wealth Management releases the 2025 Year-End Wealth Planning Review. This guide provides a brief update on relevant tax laws, including the One Big Beautiful Bill Act, and outlines planning strategies to optimize tax outcomes and preserve wealth across generations.
Please contact [email protected] if you would like to learn more about our 2025 Year-End Wealth Planning Review, our annual guide.