News

Independent Thinking Panel: Special Needs: Protecting the Whole Family with Wealth Planning

All families struggle: those facing addiction, autism and other physical, mental and emotional health issues struggle more than most. Wealth can help, but without thoughtful planning it can also create additional challenges.

Evercore Wealth Management Partners Karen Francois and Jay Springer and Ann Koerner, CEO and Founder of National Care Advisors, discussed planning strategies and other resources for families facing addiction, autism and other physical, mental and emotional health issues.
 
If you would like to view the recording please email [email protected].