Planning Opportunities And Potential Pitfalls With Qualified Small Business Stock
Evercore Wealth Management welcomed attorneys and accountants in New York on June 26 for our presentation Planning Opportunities and Potential Pitfalls with Qualified Small Business Stock. Justin Miller, our National Director of Wealth Planning, led a lively presentation on QSBS, following remarks from our CEO Chris Zander and Partner and Portfolio Manager Brian Pollak. Please […]
Evercore Wealth Management Names Paula Stumne Managing Director, Wealth And Fiduciary Advisor
Evercore Wealth Management today announced the appointment of Paula Stumne to managing director, wealth and fiduciary advisor. Ms. Stumne is based in Minneapolis and works directly with ultra high net worth client families, foundations and endowments, delivering comprehensive strategic wealth planning and fiduciary services. Ms. Stumne joins Evercore from Bremer Bank, where she was a […]
Independent Thinking Panel: Gifting Before The Estate Tax Exemption Sunset: The Whys, Why Nots, And When
Justin Miller, our National Director of Wealth Planning, and Wealth & Fiduciary Advisors Neza Gallitano and Alex Pavelock hosted our latest webinar, Gifting Before the Estate Tax Exemption Sunset: The Whys, Why Nots, and When. They discussed the practical and financial considerations of gifting and reviewed some of the merits and drawbacks of a range […]
Evercore Publishes Independent Thinking®, Volume 50
The latest edition of Independent Thinking, published by Evercore Wealth Management and Evercore Trust Company, is now out. Our focus is on the seeming dissonance between the grim news so far this year and the S&P 500 index and other asset classes remaining reasonably steady. We also consider opportunities in the secondary markets. See also […]
Evercore Wealth Management Partner Nancy Shavel Gabel Recognized By Citywealth’s 2024 Powerwomen Awards
Evercore Wealth Management Partner Nancy Shavel Gabel received the Gold Award for Woman of the Year in the Wealth Management category by Citywealth. The Citywealth Gold Award for Woman of the Year in the Wealth Management category winner was presented on March 8th, 2024, for the 2024 calendar year. All winners were required to purchase […]
Independent Thinking® Panel: Our Latest Thinking: The Investment Outlook
Our Chief Investment Officer John Apruzzese and other partners at our firm – Stephanie Hackett, Brian Pollak, and Mike Seppelt – discussed our view on current market risks and opportunities. If you would like to view the replay, please email [email protected].
Evercore Wealth Management Names Sean Brady Managing Director, Wealth And Fiduciary Advisor
New York: Evercore Wealth Management today announced the appointment of Sean Brady to Managing Director, Wealth and Fiduciary Advisor. Mr. Brady is based in New York City and will work directly with ultra-high-net-worth client families, foundations and endowments, delivering comprehensive strategic wealth planning and fiduciary services. Mr. Brady joins Evercore from Clarfeld Citizens Private Wealth, […]
Evercore Publishes Independent Thinking®, Volume 49
The latest edition of Independent Thinking, published by Evercore Wealth Management and Evercore Trust Company, is now out. Our focus is on staying calm in all political and market conditions, with article topics ranging from the U.S. deficit and China’s rising debt load to end-of-year and 2024 wealth planning and the joys and responsibility of […]
2023 Year-End Wealth Planning Review
Several legislative and regulatory updates that may be worth considering this year, in the context of overall wealth planning goals. For instance, the SECURE 2.0 Act included adjustments to required minimum distributions and qualified charitable distributions. In addition, guidance issued by the IRS addressed estate tax portability elections, and a recent tax court opinion highlighted […]
2023 Year-End Wealth Planning Review
Several legislative and regulatory updates that may be worth considering this year, in the context of overall wealth planning goals. For instance, the SECURE 2.0 Act included adjustments to required minimum distributions and qualified charitable distributions. In addition, guidance issued by the IRS addressed estate tax portability elections, and a recent tax court opinion highlighted […]
