Evercore Wealth Management Promotes Three to Partner, Two to Managing Director
Evercore Wealth Management today announced the promotion of three to Partner and two to Managing Director.
Tag: Articles
Evercore Publishes Independent Thinking, Volume 41
Record high asset valuations and record low yields, the prospects for inflation in the wake of $3.9 trillion in U.S. fiscal stimulus, and the likelihood of rising taxes and related planning strategies are all topics addressed in the 41st edition…
Jason Sobol on Business Transaction Planning
Editor’s note: Jason Sobol is a Senior Managing Director of Media and Information Investment Banking at Evercore and the Co-Head of U.S. Advisory. He focuses on advising companies in the information and media sectors, and in the past year he…
Waiting for Another Brief and Shining Moment: Preserving the Arts
It’s been more than a year since I – and I’m guessing you – enjoyed a live performance. I’ve been hooked on the theater since 1961 when my parents took me to see Camelot, the Lerner and Loewe musical starring…
What Next? Investing in a Changed World
Sky-high asset prices and record-low yields make for a dramatic investment landscape, a far cry from the one that global central bankers set out to shape years ago when they embarked on sweeping stimulus efforts, first to recover from the…
Home Is Where the Tax Exemption Is: Placing Property in Trust Now
More than ever, home is where our hearts are. Home may also be a cornerstone in our wealth transfer planning, allowing families to utilize the still high lifetime estate tax exemption, without sacrificing liquidity. Let’s back up. The estate tax…
Time to Plan for Progressive Tax Changes
The Biden Administration’s majority in both the House and the Senate, while slim, could result in tax legislation aimed at high net worth individuals and at corporations. Negotiations will require compromise and perhaps budget reconciliation, which allows passage with just…
Inflation, But Not As We Usually Know It
Inflation, said the late economist Milton Friedman, is taxation without legislation. In that context, it’s not surprising that the strikingly low consumer price inflation of the past 20 years continues to support outperformance in both stocks and bonds. But other…
Connecting the Blocks: A Blockchain Primer
Blockchain is well named. At its core a specific type of database, a blockchain collects data together into groups, or “blocks,” which store digital information, such as financial transactions or asset ownership records. Imagine a series of these blocks. Each…