Market Review and Outlook
Analysis of U.S. consumer strength, AI market momentum, and key investment risks shaping the current market outlook.
Investing in Private Equity
Insights into private equity investing, portfolio allocation considerations, and the role of illiquid assets in wealth management.
How We Invest
Brian Pollak, Partner and Portfolio Manager, explains Evercore Wealth Management’s investment philosophy and disciplined approach. He outlines how the firm combines deep research, risk management, and personalized portfolios to deliver consistent, long-term results. Key Highlights
Welcome to Evercore Wealth Management
Introduction to our mission, independent advice model, and disciplined approach to wealth and fiduciary management.
Defining and Achieving Charitable Goals
Strategies to help families define philanthropic goals, structure charitable giving, and align wealth planning with long term impact.
Appointing a Corporate Trustee
How a corporate trustee supports modern estate planning, fiduciary oversight, trust administration, and multigenerational wealth protection.
The Long View: Wealth Planning Ahead of a Business Sale
Key wealth planning strategies before a business sale, including tax mitigation, estate planning, and preserving long term family wealth.
Divorce Wealth Planning
Financial planning strategies to navigate divorce after 50, protect assets, manage income, and secure long term financial stability.
Executive Stock Compensation Management
Key strategies for managing executive equity compensation, tax exposure, and long term wealth integration.
Built On Radical Transparency
Jeff Maurer, Partner and Chairman, shares the origin story of the firm, founded in 2008 during the depths of the Great Recession. Built on the principle of “radical transparency,” the firm was created as a client-first alternative to traditional banks and brokerage firms plagued by misaligned incentives. Key Highlights
