Evercore Wealth Management
It’s unlikely that Mick Jagger and Keith Richards of the Rolling Stones were thinking about Internet privacy laws when they wrote their famous lyrics over 50 years ago. But for many of us, the sentiment is all too apt. Our…
Parents and grandparents with blended families – the result of more than one marriage – can face real challenges in dividing assets fairly.
Charitable planning often takes into account the role that next-generation family members will play in serving as trustees and successor trustees of foundations, donor advised funds and other vehicles. With four generations above the age of 21 in American society today,…
Fifty years ago, wealth management typically started with a man-to-man conversation about the investor’s income, savings, and goals.
I know life isn’t fair, but why is it never unfair in my favor?
Commercial real estate has been a major source of wealth in parts of the United States for generations, and families are understandably eager to preserve these assets for their heirs.
It’s difficult to make the best decisions or think clearly when faced with a stressful situation.
Becoming a parent has been likened to deciding forever to have your heart go walking around outside your body. While parents of all backgrounds share many of the same anxieties, affluent parents often worry that their wealth could harm their…
Consider a married couple in their early 60s who wish to create a trust to provide for their children and grandchildren. Like many people who have accumulated wealth, they have a large – and still growing – concentrated holding that…