Evercore Wealth Management
Evercore Wealth Management today announced the appointment of Eva Anthony as Managing Director and Wealth & Fiduciary Advisor of Evercore Wealth Management and Evercore Trust Company, N.A.
Evercore Wealth Management today announced the appointment of Justin Miller as Partner and National Director of Wealth Planning.
Welcome to the latest edition of Independent Thinking. We focus on rising inflation, which we believe are transitory, and rising taxes, likely to be a longer-term issue. This edition also includes two articles addressing the complex planning concerns of multi-generational…
Modern family wealth is increasingly mobile, global and entrepreneurial, often sourced in a variety of ways and allocated across a range of traditional and nontraditional investments. Families have lived through tumultuous social, economic and political times, and understand that the…
I really like scaffolding as a metaphor for supporting our families. I like it so much that I’m borrowing it from Dr. Harold Koplewicz, President of the Child Mind Institute, author of The Scaffold Effect: Raising Resilient, Self-Reliant, and Secure…
Editor’s note: This article is extracted from a recently published paper. Click here to read the paper in full. There are as many opinions about the future of New York City as there are New Yorkers. The city, which was…
Taxes, always inevitable, now seem to be heading inevitably higher. President Biden has proposed more than a dozen significant changes in federal tax laws. Here is a brief summary of the proposed tax changes that may affect high-income/high net worth…
Editor’s note: Evercore Wealth Management hosted an investment webinar on June 22 focusing on the prospects for – and potential impact of – rising inflation on portfolios, in addition to the firm’s current market outlook. Please contact your advisor for…
Investors who care about sustainable investing often care very deeply, as a way to express their individual values and drive change. For something so personal, there can be no one right approach, no single lens. Portfolios should reflect the interests…