Tax Reform Update
The Tax Cuts and Jobs Act of 2017 has wide-ranging ramifications for the economy, the markets, and families. We address some of the highlights here but the devil will be in the still unfolding details and the best course of…
Category: News
Jeff Maurer Quoted in The New York Times on Managing Alzheimer’s Costs
Evercore Wealth Management CEO Jeff Maurer told The New York Times that preparing for the possibility of becoming incapacitated by illness is a test of managing expectations around the unexpected. “My major concern for clients, friends and family, for myself,…
Barron’s Ranks Evercore Wealth Management a Top Investment Advisory Firm
Evercore Wealth Management was ranked among the top 30 Registered Investment Advisory firms, or RIAs, in the United States by Barron’s.
Evercore Publishes Independent Thinking, Summer 2017
Evercore Wealth Management has published the latest edition of Independent Thinking, the firm’s quarterly journal.
Financial Advisor Names Evercore Wealth Management Among Top RIAs
Evercore Wealth Management is ranked among the leading Registered Investment Advisors, or RIAs, with over $1 billion in assets under management.
Evercore Wealth Management Appoints Debora Carswell
Evercore Wealth Management, LLC today announced the appointment of Debora Carswell as a Managing Director and Financial Advisor in the firm’s Florida office.
Evercore Publishes Independent Thinking, Spring 2017
Evercore Wealth Management has published the latest edition of Independent Thinking, the firm’s quarterly journal.
A Huge Take-Away on Income Inequality: Barron’s Cites John Apruzzese’s Investment Outlook
Barron’s cited Evercore Wealth Management CIO John Apruzzese’s view that any discussion of income inequality in the United States must include federal payroll taxes (the amounts taken out for Social Security and Medicare), as well as income taxes, and the…
Chris Zander’s Strategic Planning Outlook: Family Wealth Report
Family Wealth Report published an article by Chris Zander on wealth planning in 2017, headlining it Evercore on the New Administration’s First Round.