Private Wealth Education: We All Have Something to Learn
Educated investors make better investors, not only because they understand financial markets and investments but also because they understand themselves.
Category: Trust and Fiduciary Services
Wealth Transfer: Full Steam Ahead
A lot has happened since Donald Trump was elected the 45th president of the United States. But here’s one thing that hasn’t happened: the widely anticipated spike in inflation and interest rates, both of which are still hovering at record…
A Thing of Beauty: Art & Estate Planning
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…
Striking the Right Balance in Estate Planning
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…
Q&A with Third Avenue Real Estate Value Fund
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.
Marital Agreements
First marriages are occurring later in life; second (or subsequent) marriages are more common; and both partners are likely to be earning their own wealth.
Readiness & Recovery
Resilience, or the grace and power to recover, is by many accounts the single most important quality in aging prosperously and well.
Charitable Giving & Tax Reform
For charitably minded families, this may be the year to step up in a meaningful way to support nonprofits. While no one knows what tax reform will look like or, if it comes to pass, whether it will be retroactive…
The Ways of a Will
It is a common misconception among Millennials that a person without a will does not have an estate plan. Everyone has an estate plan, because the law regards a person who dies without a will – 55% of all Americans,…