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Independent Thinking panel: Enough, but Not Too Much: Raising Independent Children in an Affluent Environment

Deciding if, when, and how to transfer assets to children and grandchildren is one of the most important wealth management decisions families make.

There’s no one right answer for everyone, but there are good ways to help determine the right answer for you and your family.
 
Evercore Wealth Management and Evercore Trust Company Chairman Jeff Maurer and Partner and Wealth & Fiduciary Advisor Kate Mulvany were joined by neuropsychologist Dr. Moira Somers to discuss the emotional and practical considerations in gifting.
 
If you would like to view the replay please email [email protected].