Evercore Wealth Management
A perspective on purchasing power parity Purchasing power parity, which is calculated by measuring the price of a specific basket of goods to compare the absolute purchasing power of one currency to another, indicates that the U.S. currency is at…
Higher interest rates – up fourfold in a year, albeit still low – can complicate wealth planning decisions. But families who keep rates in perspective, stick with established wealth plans, and make tactical moves now should stay on track to…
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…
Helena Jonassen, Wealth & Fiduciary Advisor at Evercore Wealth Management and Evercore Trust Company, addresses frequent questions around transferring money to family members.
Michael Kirkbride, a Portfolio Manager at Evercore Wealth Management, discusses the potential opportunities and pitfalls associated with tax loss harvesting.
Kate Mulvany, Wealth & Fiduciary Advisor at Evercore Wealth Management and Evercore Trust Company, discusses best practices in charitable giving from a tax perspective.
Ashley Ferriello, Wealth & Fiduciary Advisor at Evercore Wealth Management and Evercore Trust Company, discusses financial plans available for parents and grandparents looking to efficiently fund their children or grandchildren’s education.
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.
Evercore Wealth Management was again named to the Barron’s annual ranking of top 100 independent U.S. Registered Investment Advisors.