2022 Year-End Wealth Planning Review
Evercore Wealth Management, LLC and Evercore Trust Company, N.A. professionals assemble an extensive annual guide, to highlight potential opportunities and strategies ahead of our end-of-year planning discussions with our clients. While the major tax proposals that would have impacted high net worth individuals, trusts and estates were not included in the final Inflation Reduction Act, […]
Independent Thinking Panel: Making It Count, Beyond the Amount: Innovations in Philanthropy
Chris Zander, CEO of Evercore Wealth Management and Evercore Trust Company, hosted our discussion “Making it Count, Beyond the Amount: Innovations in Philanthropy,” with guests Renee Kaplan, Nadia Roumani, and Milton Speid. Contributions beyond wealth, such as communicating with like-minded donors, participating on boards and advisory committees, and volunteering, were among the topics addressed. If […]
Barron’s Ranks Evercore Wealth Management a Top 100 RIA Firm
Evercore Wealth Management was again named to the Barron’s annual ranking of top 100 independent U.S. Registered Investment Advisors. The ranking, which can be viewed here: https://www.barrons.com/advisor/report/top-financial-advisors/ria, includes both quantitative and qualitative considerations such as assets under management, experience and regulatory records, staff diversity, and succession planning.
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 […]
Evercore Wealth Management Ranked by Financial Advisor as A Leading Registered Investment Advisor
Evercore Wealth Management is ranked among the leading Registered Investment Advisors (RIA) with assets of $1 billion and over by Financial Advisor. The article cited Chris Zander, CEO and President of Evercore Wealth Management, who said; “Our firm’s trust offering has been a key element to our growth strategy and the attraction of talent to […]
Evercore Publishes Independent Thinking, Volume 45
The latest edition of Independent Thinking, published by Evercore Wealth Management and Evercore Trust Company, is now out. Current economic and market conditions are the focus, including how we assess portfolios using a drawdown analysis. We also discuss thoughtful giving to children and grandchildren, balancing investment and ESG goals, and fiduciary planning for crypto and […]
Gifting And Letting Go: The Emotional and Practical Aspects of Wealth Transfer
Deciding when “and how much” to give children and grandchildren is arguably the most fraught wealth management decision many of us will make. Evercore Wealth Management Partner Justin Miller and guest Dr. Denise Federer discussed the emotional and technical considerations in gifting. Wealth and Fiduciary Advisor Dan Stolfa moderated the discussion. For further information on […]
Maintaining Equilibrium: The Evercore Wealth Management Investment Outlook
Recession, if it comes, could impact portfolios. The Independent Thinking webinar “Maintaining Equilibrium: The Evercore Wealth Management Investment Outlook” assessed the likelihood of a recession and our positioning across our asset classes, as well as potential opportunities for wealth transfer. If you would like to listen to the recording, please email Michael Beck at [email protected].
Prepared For Further Volatility: A Fixed Income Update
Interest rates in the United States and other developed countries are sharply higher so far this year as central banks try to combat inflation. Further rate hikes are likely as inflation, sparked by supply chain disruptions and other consequences of the pandemic, is now further fueled by energy and commodity price increases resulting from the […]
Beyond Covid: Accelerating Innovation and Investment Opportunity in Healthcare
In our recent webinar, Independent Thinking panel: Beyond Covid: Accelerating Innovation and Investment Opportunity in Healthcare, Evercore Wealth Management Partner and Portfolio Manager Judy Moses and two of our external fund managers, Joelle Kayden, the founder and managing member of Accolade Partners, and Debra Netschert, a health sciences equity portfolio manager at Jennison Associates, discussed […]
