Evercore Wealth Management
Ashley Ferriello, Wealth & Fiduciary Advisor at Evercore Wealth Management and Evercore Trust Company, discusses financial plans available for parents and grandparents looking to efficiently fund their children or grandchildren’s education.
Making significant gifts to loved ones is arguably one of the most fraught wealth management decisions. Emotionally, we need to balance the joy of giving during our lifetimes with a potential loss of control and the prospect of unintended consequences.…
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…
In preparing the next generation of young children and grandchildren to be happy and productive members of society, we believe that one of the single best activities to consider is family philanthropy. For parents and grandparents looking to transfer values…
In the absence – yet – of new tax legislation, families face continued uncertainty regarding the future of the estate and gift tax systems. Washington could remain in deadlock on this issue, of course, but tax changes could also be…
If we can’t take a treasured possession with us, we might want to ensure that it’s taken care of. hat’s true for all sorts of assets, whether a beloved family vacation home, an art collection, a pet, or even our…
When it comes to estate planning, the best advice is to plan early and often. Not only are the current estate and gift tax rules set to expire after 2025, but, depending on Congress, we could see some significant changes…
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 discuss opportunities in public companies with Debra Netschert, a health sciences equity portfolio manager at…
Taxes, always inevitable, now seem to be heading inevitably higher. President Biden has proposed more than a dozen significant changes in federal tax laws. Here is a brief summary of the proposed tax changes that may affect high-income/high net worth…