Evercore Wealth Management
Evercore Wealth Management is again ranked among the leading Registered Investment Advisors (RIAs) for 2025 by Financial Advisor (7/11/25). This recognition reflects our unwavering commitment to serving our clients with integrity, transparency and personalized financial guidance. If you would like…
The passing of the One Big Beautiful Bill Act on July 4 largely extended existing tax policy, putting one market uncertainty to rest, while doing little for the deficit. Trade policy remains a wild card, with President Trump back on…
The “One Big Beautiful Bill Act,” signed into law by President Trump on July 4, is essentially an extension of the Tax Cuts and Jobs Act of 2017, with several additions. Click here to read about five key federal tax…
The latest edition of Independent Thinking, published by Evercore Wealth Management and Evercore Trust Company, is now out. We cover a wide range of topics in this edition, ranging from the role of the U.S. dollar as the global reserve…
Evercore Wealth Management today announced the expansion of the firm’s San Francisco office with the appointment of Ryan Fox, Flavia Araujo Trento, Brandon Frandsen and Winifred (Winnie) Yam. All four join Evercore from Silicon Valley Bank, a division of First Citizens Bank, and earlier worked at Northern Trust. “This is…
In our latest investment outlook webinar, Chief Investment Officer John Apruzzese and Partners Brian Pollak and Charlie Ryan shared our views on the current economic uncertainty and market volatility, along with strategies for meeting long-term wealth goals. If you would…
The sweeping tariffs announced last Wednesday are more significant than expected, a tenfold effective increase to the highest rates in a century. With the likelihood of recession on the rise, we see value in diversification, as fixed income and private…
Evercore Wealth Management today announced the promotions of Paulo Coelho, Neza Gallitano and Alex Lyden to partner. Mr. Coelho and Ms. Gallitano are wealth & fiduciary advisors at Evercore Wealth Management and its affiliate, Evercore Trust Company N.A.; Mr. Lyden…
Chief Investment Officer John Apruzzese and Partners Brian Pollak and Stephanie Hackett reviewed our current thinking on policy, the economy and markets, along with the asset allocation views for long-term investors. If you would like to view the replay, please…