Evercore Wealth Management
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…
Evercore Wealth Management is again ranked among the leading Registered Investment Advisors (RIAs) for 2023 by Financial Advisor (7/14/23).
John Apruzzese, Chief Investment Officer, and Partners and Portfolio Managers Tim Evnin and Charlie Ryan, discussed our market outlook, including a special focus on equities.
Soaring property values and shrinking insurance capacity has left many homeowners dangerously exposed. Adequate limits for umbrella liability insurance can also be difficult to identify. Jeff Maurer, Chairman of Evercore Wealth Management and Evercore Trust Company and guest Scott Carmilani, Executive…
Evercore Wealth Management today announced the appointment of Neza Gallitano to Managing Director, Wealth and Fiduciary Advisor.
Is our real relationship with China confrontational or, as President Nixon declared five decades ago, negotiable?