Evercore Wealth Management
The latest edition of Independent Thinking, published by Evercore Wealth Management and Evercore Trust Company, is now out. Our focus is on the seeming dissonance between the grim news so far this year and the S&P 500 index and other asset…
Evercore Wealth Management Partner Nancy Shavel Gabel received the Gold Award for Woman of the Year in the Wealth Management category by Citywealth. The Citywealth Gold Award for Woman of the Year in the Wealth Management category winner was presented…
Our Chief Investment Officer John Apruzzese and other partners at our firm – Stephanie Hackett, Brian Pollak, and Mike Seppelt – discussed our view on current market risks and opportunities.
New York: Evercore Wealth Management today announced the appointment of Sean Brady to Managing Director, Wealth and Fiduciary Advisor.
The latest edition of Independent Thinking, published by Evercore Wealth Management and Evercore Trust Company, is now out. Our focus is on staying calm in all political and market conditions, with article topics ranging from the U.S. deficit and China’s…
Several legislative and regulatory updates that may be worth considering this year, in the context of overall wealth planning goals. For instance, the SECURE 2.0 Act included adjustments to required minimum distributions and qualified charitable distributions. In addition, guidance issued…
Andy Miller, Head of AARP’s innovation Labs and AgeTech Collaborative, joined us for our latest webinar, New Frontiers in Aging: Technology for Long and Happy Lives.
Evercore Wealth Management was named to the Barron’s annual ranking of top 100 independent U.S. Registered Investment Advisors for 2023 (9/15/2023).
The latest edition of Independent Thinking, published by Evercore Wealth Management and Evercore Trust Company, is now out. Our focus here is on the secrets of successful families in transferring wealth to children and grandchildren. We also look at the…