Category: News

Taxes, transferring wealth, educating the next generation to manage money for the family: these are some of the topics addressed in the Barron’s profile: Here Is What Wealthy Families Worry About, Says Evercore’s Chris Zander. To view the article, click…

What’s at stake in this election? Brian Pollak, Partner and Chair of the Investment Policy Committee at Evercore Wealth Management spoke with Daniel Clifton, Partner and Head of Policy Research at Strategas, about the significant policy differences between the presidential…

The latest edition of Independent Thinking, published by Evercore Wealth Management and Evercore Trust Company, is now out. We cover a wide range of subjects in this issue. But they all serve as a reminder that change is inevitable. From technology to…

Companies are on track to spend $200 billion on Artificial Intelligence by 20251, half of that in the United States, but the benefits to date are mixed. When will we see the big economic and investment payout? In our latest…

Evercore Wealth Management was named to the Barron’s annual ranking of top 100 independent U.S. Registered Investment Advisors for 2024 (9/13/2024). The ranking includes both quantitative and qualitative considerations such as assets under management, experience and regulatory records, staff diversity,…

Evercore’s Chief Information Security Officer, Elsa Ferreira, and Ruth Calaman, General Counsel and Chief Compliance Officer of Evercore Wealth Management and Evercore Trust Company, hosted our latest webinar, Fighting Back: Protecting Yourself and Your Family from Cyber Attacks. They discussed…

Evercore Wealth Management is again ranked among the leading Registered Investment Advisors (RIAs) for 2024 by Financial Advisor (7/12/24). We are pleased that our integrated approach to wealth management resonates with clients and that our firm continues to grow. If you would like…