Evercore Wealth Management
Editor’s note: Chris Zander takes over at the start of 2020 as CEO of Evercore Wealth Management and Evercore Trust Company. He is a founding partner and leads strategic wealth planning and trust and fiduciary services, working directly with clients…
When the Beatles released Taxman in 1966, the band members were subject to tax surcharges as high as 98 percent. Within a few years, the Rolling Stones, the Kinks (who wrote Sunny Afternoon, another song about the surprisingly rock ‘n…
The risks in investing in intangible and often relatively illiquid cryptocurrencies are well known. Less well known are the risks in managing and transferring these exciting but volatile assets. Bitcoin, Ethereum and the like have no central or regulating authority. Instead…
Introductions to wealth management firms are typically made by family members, friends, and through other referrals. You may meet with these individuals and their colleagues on multiple occasions, hear about their capabilities, read their sales and marketing information, and enjoy…
Editor’s note: Evercore produces a monthly cybersecurity newsletter for the firm’s employees. This is an extract from two recent articles; on staying safe while traveling and on protecting children from cybercrime. Staying Safe While Traveling It’s best to not use open Wi-Fi…
Successful couples naturally divide responsibilities. She cooks, he cleans – or they take turns choosing restaurants. But they tend to manage their finances together, as a team. Editor’s note: The examples here were drawn from client experiences and the details were…
The clock is ticking on current federal transfer tax exemptions. Does that make now the right time to transfer wealth? Individuals can now pass $11.18 million to heirs, free of gift, estate and generation-skipping transfer taxes; for married couples that…
Editor’s note: Each beneficiary of a trust is unique. However, beneficiaries do tend to share a number of questions and concerns. We asked our Wealth & Fiduciary Advisors to address some of the most frequently asked questions. Of course, many…
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…