Creating a Trust
Category: Video Highlight
Appointing a Corporate Trustee
The Long View: Wealth Planning Ahead of a Business Sale
Don’t leave money on the table. That’s a potential risk for founders, owners and executives approaching the business sale or merger and their families. Our CEO, Chris Zander, and National Director of Wealth Planning, Justin Miller, discuss key considerations in pre- and post- transaction wealth planning, to help ensure that the event is a personal as well as a business success.
Introduction to Evercore Wealth Management and Evercore Trust Company with Chris Zander
Evercore Wealth Management and Evercore Trust Company N.A. are a modern and personal alternative to other service providers. There are no 1-800 numbers or bureaucratic run around, clients work directly with the experienced professionals who manage their wealth day to day.
Planning and Investing Around Divorce
Divorce, no matter how amicable, is a time of considerable reassessment and change. Judy Moses, Partner and Portfolio Manager, and Neza Gallitano, Wealth & Fiduciary Advisor, describe how they work with clients pre- and post-divorce, to build new and sustainable lives.
Jeff Maurer, Chairman (on Evercore Wealth Management and Evercore Trust Company)
In 2008 while once great banks and brokerage firms were placing the Firms interest above the clients, Evercore Wealth Management and Evercore Trust Company N.A. were founded on institutional and individual integrity. Our focus today, as it was back then, is on individual, lasting relationships between advisors and clients.
Ralph Schlosstein on the Evercore Culture
Evercore is a leading global investment banking advisory firm, and the parent company of Evercore Wealth Management and Evercore Trust Company N.A. Our Firms share a common culture, one that is rooted in independence and sustained by direct senior level relationship with our clients.
Karen Francois, Partner, Wealth & Fiduciary Advisor (Creating a Trust)
Stephanie Hackett (Investing in Illiquid Assets)
