News
Julie Krieger Writes on Business Succession Wealth Planning Strategies; Upsize Magazine
March 12, 2015
“The successful transfer of company leadership requires education and planning,” wrote Evercore Wealth Management Partner and Wealth Advisor Julie Krieger in a recent article in Upsize Magazine, a Minnesota small business publication. The right team and plan can ensure a smooth – and tax-efficient – transition.
To view the article in full, please click here.