Evercore Wealth Management
Families considering the enhanced gifting opportunities afforded by the Tax Cuts and Jobs Act should keep two factors in mind: Estate planning is never just about taxes – and the window to act under current law is scheduled to shut…
Behind the headline changes afforded by the Tax Cuts and Jobs Act of 2017 are the financial, emotional and physical realities confronted by many families. Comprehensive estate planning is at least as important as it has ever been. Consider, for…
Not many people want to even think about Alzheimer’s, let alone prepare for its impact. Indeed, of the diagnoses Baby Boomers can hear from our doctors – and there’s no shortage as we age – Alzheimer’s has to be the…
Educated investors make better investors, not only because they understand financial markets and investments but also because they understand themselves.
One of the pleasures of having grandchildren is telling stories about our past. With every retelling, the walk to school gets a little longer, the chores a little harder and, as technology advances, the contrasts a little more extreme. No,…
For many art collectors, the most significant decision is often the last: how to dispose of the works. Collections, like the works themselves, are the product of passion, as well as a considerable investment of time and money. This aspect…
Most high net worth families want to reduce estate taxes. But in the drive to reduce their exposure, families can inadvertently bind themselves with excessively complicated planning structures or, worse, fail to retain adequate resources to meet their own needs. Complicated…
Editor’s note: Evercore Wealth Management supplements its core investment capabilities with carefully selected outside funds across the range of the firm’s asset classes.
The management of complexity has become an essential feature of our times.