Evercore Wealth Management
Evercore Wealth Management, LLC and Evercore Trust Company, N.A. professionals assemble an extensive annual guide, to highlight potential opportunities and strategies ahead of our end-of-year planning discussions with our clients. While the major tax proposals that would have impacted high…
Chris Zander, CEO of Evercore Wealth Management and Evercore Trust Company, hosted our discussion “Making it Count, Beyond the Amount: Innovations in Philanthropy,” with guests Renee Kaplan, Nadia Roumani, and Milton Speid.
Evercore Wealth Management was again named to the Barron’s annual ranking of top 100 independent U.S. Registered Investment Advisors.
All families struggle: those facing addiction, autism and other physical, mental and emotional health issues struggle more than most. Wealth can help, but without thoughtful planning it can also create additional challenges.
Evercore Wealth Management is ranked among the leading Registered Investment Advisors (RIA) with assets of $1 billion and over by Financial Advisor.
The latest edition of Independent Thinking, published by Evercore Wealth Management and Evercore Trust Company, is now out. Current economic and market conditions are the focus, including how we assess portfolios using a drawdown analysis. We also discuss thoughtful giving…
Deciding when – and how much – to give children and grandchildren is arguably the most fraught wealth management decision many of us will make. Evercore Wealth Management Partner Justin Miller and guest Dr. Denise Federer discussed the emotional and…
Recession, if it comes, could impact portfolios.
Interest rates in the United States and other developed countries are sharply higher so far this year as central banks try to combat inflation. Further rate hikes are likely as inflation, sparked by supply chain disruptions and other consequences of…