Evercore Wealth Management
After a year in which longstanding economic and investment trends were turned on their heads, what’s next for the markets? Yesterday, Chief Investment Officer, John Apruzzese, and Head of Fixed Income, Brian Pollak, discussed our investment outlook, including our current…
We were delighted to welcome back Ambassador Dame Karen Pierce as a guest for our recent webinar.
Deciding if, when, and how to transfer assets to children and grandchildren is one of the most important wealth management decisions families make.
How should portfolios be positioned to withstand these tumultuous markets?
The latest edition of Independent Thinking, published by Evercore Wealth Management and Evercore Trust Company, is now out. In addition to our investment outlook, we address the strength of the U.S. dollar and its impact on the global economy, approaches…
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.