Evercore Wealth Management
Evercore Wealth Management, LLC, today announced the expansion of its national wealth advisory service with the appointment of Jewelle Bickford as Partner and Wealth Advisor.
Evercore Wealth Management, LLC today announced that it has completed the acquisition of Mt. Eden Investment Advisors, LLC, a San Francisco-based wealth management firm, under the terms of the agreement announced on November 7, 2012.
When wealth is tied up in a family business, it can be hard to pass those assets to the next generation without Uncle Sam taking a big bite.