Evercore Wealth Management
You may have heard the proverb “shirtsleeves to shirtsleeves in three generations,” but did you know that Italians say that families go “from stalls to stars to stalls”; Chinese caution that “wealth never survives three generations”; Mexicans warn of “first-generation…
The author Zig Ziglar once said, “Money isn’t the most important thing in life, but it’s reasonably close to oxygen on the ‘gotta have it’ scale.” Still, a business owner caught up in the stress and time-consuming work of negotiating…
The new SECURE Act 2.0 (Setting Every Community Up for Retirement Enhancement) includes some important provisions affecting high net worth individuals and families. Please see our recent publication linked here, “The Impact of the SECURE Act 2.0 on Retirement Accounts,”…
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. Here we speak with David Samra, a managing director of Artisan Partners and a founding partner of…
Higher interest rates – up fourfold in a year, albeit still low – can complicate wealth planning decisions. But families who keep rates in perspective, stick with established wealth plans, and make tactical moves now should stay on track to…
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…
Helena Jonassen, Wealth & Fiduciary Advisor at Evercore Wealth Management and Evercore Trust Company, addresses frequent questions around transferring money to family members.
Michael Kirkbride, a Portfolio Manager at Evercore Wealth Management, discusses the potential opportunities and pitfalls associated with tax loss harvesting.
Kate Mulvany, Wealth & Fiduciary Advisor at Evercore Wealth Management and Evercore Trust Company, discusses best practices in charitable giving from a tax perspective.