Evercore Wealth Management
If we can’t take a treasured possession with us, we might want to ensure that it’s taken care of. hat’s true for all sorts of assets, whether a beloved family vacation home, an art collection, a pet, or even our…
When it comes to estate planning, the best advice is to plan early and often. Not only are the current estate and gift tax rules set to expire after 2025, but, depending on Congress, we could see some significant changes…
Is ESG investing fueling inflation? As counterintuitive as it seems, the well-intentioned allocation of capital may come at a cost to investors. That’s particularly true in the energy sector. Environmental, social and governance, or ESG, investing has grown very quickly…
Editor’s note: Evercore Wealth Management supplements its core investment capabilities with carefully selected outside funds across the range of the firm’s asset classes. Here we discuss opportunities in public companies with Debra Netschert, a health sciences equity portfolio manager at…
Evercore Wealth Management was named to Financial Planning’s 2021 Registered Investment Advisors (RIA) Leaders List, which ranks the top 150 fee-only firms based on assets under management.
In our webinar, Independent Thinking panel series: Advancing at the Intersection of Climate Change and Capital: A Webinar with Futurist Andrew Zolli, we spoke on the present and coming impacts of climate change on industries, businesses and investors.
Evercore Wealth Management was again named to the Barron’s annual ranking of top independent U.S. Registered Investment Advisors, or RIAs.
Andrew Cuomo is the second New York governor forced out of office in 15 years, along with two Senate leaders, a state attorney general, an assembly speaker and a state comptroller. For bondholders, the transition of power to Kathy Hochul,…
Evercore Wealth Management is ranked among the leading Registered Investment Advisors, or RIAs, with assets of $1 billion and over, by Financial Advisor.