Evercore Wealth Management
Every divorce is unique, but no one needs to feel alone in the experience. Building a team of advisors, including an attorney, an accountant, and a wealth management advisor, is the first step in working to a positive outcome –…
Limited liability companies, limited partnerships, and other closely held entities, including certain business trusts, must now identify and report all beneficial owners to the Financial Crimes Enforcement Network, a bureau of the U.S. Treasury. A beneficial owner is any individual…
Editor’s note: Investors interested in exposure to General Partner-led (“GP-led”) secondaries, as described by Nigel Dawn here, the global head of the Private Capital Advisory Group at Evercore, may be interested in single asset continuation vehicles. Ricardo Lombardi, Global Head of…
Editor’s note: Nigel Dawn is the global head of the Private Capital Advisory Group at Evercore, leading a global team in originating and executing secondary market transactions for owners and managers of private financial assets (private equity, private infrastructure, and…
Life insurance is often unnecessary for ultra-high net worth families. But in the right circumstances it can be a powerful planning tool, helping to provide estate liquidity, fund buy/sell agreements, or shelter taxes. Here are a few brief highlights: Income…
When all the world seems to be going to hell, what should a prudent investor do? Hold tight or buy seems to be the answer, in most situations. For those with a long-term term horizon, equity investments made right before…
As a late-in-life Pilates enthusiast, I’ve learned the importance of alignment; all it takes is one body part to fall out of whack, and all the other bones, joints and muscles soon feel the strain. Adjust that part while there’s…
The wonderful thing about growing up in one country and living in another is that you get to come “home” twice on a single visit. But managing family assets across borders can feel like more than twice the work. Families…
Is Artificial Intelligence making life better? It’s certainly not making it any calmer, with AI-generated disinformation stoking two horrific hot wars and threats to democracy around the world. And only 10% of Americans recently surveyed by Pew said that they…