STRATEGIC TAX MANAGEMENT
Proactive Tax Approach
At Evercore Wealth Management, strategic tax management is a core pillar of our integrated wealth advisory approach—essential for preserving wealth across income, investment, estate, and philanthropic planning. We analyze your full financial picture to design customized strategies that are aimed to align with your goals, liquidity needs, and legacy vision.
Through ongoing reviews and close coordination with your legal, accounting, and family office advisors, we reduce complexity, protect wealth, and optimize decisions for tax efficiency in coordination with client’s tax and legal advisors—providing clarity, control, and continuity in an ever-changing tax landscape.
“Thoughtful transaction planning can help business owners mitigate tax and administrative pitfalls – and achieve personal goals.”
Partner, Portfolio Manager
Proactive Tax Approach
At Evercore Wealth Management, strategic tax management is a core pillar of our integrated wealth advisory approach—essential for preserving wealth across income, investment, estate, and philanthropic planning. We analyze your full financial picture to design customized strategies that are aimed to align with your goals, liquidity needs, and legacy vision.
Through ongoing reviews and close coordination with your legal, accounting, and family office advisors, we reduce complexity, protect wealth, and optimize decisions for tax efficiency in coordination with client’s tax and legal advisors—providing clarity, control, and continuity in an ever-changing tax landscape.
“Thoughtful transaction planning can help business owners mitigate tax and administrative pitfalls – and achieve personal goals.”
Partner, Portfolio Manager
STRATEGIC TAX PLANNING
Tax-Aware Investment Management
Our advisors structure portfolios with careful consideration for asset location and tax-aware investment strategies, including fund selection and ongoing tax-loss harvesting—designed to help improve after-tax efficiency while maintaining a disciplined investment approach.
Income and Transfer Tax Mitigation
In consultation with our clients’ tax and legal advisors, we implement planning techniques aimed to reduce income, gift, and estate tax exposure—leveraging tools such as GRATs, IDGTs, and other advanced trust strategies to preserve family wealth over generations.
Liquidity Event & Business Transition Planning
Before, during, and after major liquidity events, we provide guidance with an aim to mitigate capital gains and maximize tax efficiency through entity structuring, deferral techniques, and charitable integration.
STRATEGIC TAX PLANNING
Tax-Aware Investment Management
Our advisors structure portfolios with careful consideration for asset location and tax-aware investment strategies, including fund selection and ongoing tax-loss harvesting—designed to help improve after-tax efficiency while maintaining a disciplined investment approach.
Income and Transfer Tax Mitigation
In consultation with our clients tax and legal advisors, we implement planning techniques aimed to reduce income, gift, and estate tax exposure—leveraging tools such as GRATs, IDGTs, and other advanced trust strategies to preserve family wealth over generations.
Liquidity Event & Business Transition Planning
Before, during, and after major liquidity events, we provide guidance with an aim to mitigate capital gains and maximize tax efficiency through entity structuring, deferral techniques, and charitable integration.
Our insights on STRATEGIC TAX MANAGEMENT
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June 18, 2025
Volatile markets trigger anxiety and strong psychological reactions, making it a challenge to stay focused on wealth-planning
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June 30, 2022
Bear markets are inevitable, painful and, with proper planning, manageable. This is my eighth bear market in my 52 years as a
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November 28, 2022
Tax-loss harvesting means selling an investment at a loss to offset capital gains. Over the last 20 years, it’s been applied to
