Evercore Wealth Management
Most institutional investors and increasing numbers of individuals, notably women and Millennials generally, ask us about socially responsible investing, or SRI. Their interests are as varied as the investors themselves. Environmental impact is a major concern, as are investments that…
This looks like another banner year for deals in the United States, notably in Silicon Valley. There are now 144 so-called unicorns – private companies with valuations of $1 billion or more – and a huge appetite for merger and…
It’s time to take a fresh look at trusts. They need not be the rigid, expensive edifices familiar to previous generations or fans of Downton Abbey. A modern trust should be a flexible, dynamic structure that protects and promotes a…
Delaware punches well above its weight in helping advisors protect client family assets. For more than one hundred years, the state has actively supported trusts and it continues to lead the country in estate planning innovations. Delaware is now home…
One of the advantages of age is perspective. I’m further along the financial life cycle than many of my younger partners and able to voice the concerns of my generation – and the experience of a long career in wealth…
Patience and perspective are keys to riding out volatile markets. This isn’t usually the best time to make substantive changes to long-term plans, but it can be a great time to adjust tactics – to adjust investment portfolios and wealth…
Millennials are arguably better equipped to inherit or receive financial assistance from their parents or grandparents than preceding generations.
Capital Gains/Losses While it may be beneficial to harvest capital losses within an individual portfolio by December 31, it is important to review capital gains and losses across all investment portfolios, including business assets, LLC or partnership interests, and gains…
Private clients are gaining a great deal from technological innovation. In common with just about every other industry in the United States, technology is transforming wealth management, affording investors greater access to research and investment products, lower transaction costs, and…