Investing in Private Equity
Stephanie Hackett, Partner and Portfolio Manager shares how we at Evercore Wealth Management think about private equity – an asset class that is increasingly important for investors seeking long-term growth and diversification. Key Highlights:
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
Chris Zander, CEO and President, introduces Evercore Wealth Management’s mission and values. He emphasizes the firm’s dedication to delivering independent advice, personalized wealth management, and fiduciary services built on trust and collaboration. Key Highlights
Defining and Achieving Charitable Goals
Kate Mulvany, Partner and Wealth & Fiduciary Advisor, discusses strategies to help families define and achieve their philanthropic goals. She highlights how thoughtful giving can reflect values, strengthen communities, and create enduring family legacies. Key Highlights
Appointing a Corporate Trustee
Alex Lyden, Chief Fiduciary Officer and Trust Counsel at Evercore Trust Company, explains the critical role corporate trustees can play in estate planning. He dispels common misconceptions and outlines how a corporate trustee can provide stability, objectivity, and expertise in managing complex family assets and dynamics. Key Highlights
The Long View: Wealth Planning Ahead of a Business Sale
This in-depth discussion between Christopher Zander and Justin Miller uncovers crucial steps of wealth planning surrounding a business sale. A major topic of discussion emphasizes the importance of early tax and estate planning, asset protection, and preparing both the wealth and the family for long-term success. Key Highlights
Divorce Wealth Planning
This informative video discusses how strategic financial planning can ease the challenges of divorce, particularly for individuals over 50. The conversation underscores the importance of assembling a robust advisory team, comprehending the comprehensive financial picture, and planning for post-divorce income, taxes, and investments. Key Highlights
Executive Stock Compensation Management
Neza Gallitano, Wealth and Fiduciary Advisor outlines key considerations for managing executive compensation. With regulatory changes and evolving corporate governance, executives must understand the structure, tax implications, and risks of stock options, restricted stock, and performance-based awards. Key Highlights
Multigenerational Wealth Planning
Ashley Ferriello discusses best practices for fostering financial literacy, communication, and trust among multiple generations of wealthy families. The video highlights how a collaborative and personalized approach helps preserve and grow wealth across generations. Key Highlights
Funding Education Options
Ashley Ferriello, a Wealth and Fiduciary Advisor, comments on how lifestyle financial planning can support family values through educational funding. She outlines three key strategies – 529 plans, irrevocable grantor trusts, and direct tuition payments – all designed to help families invest in education in tax-efficient and flexible ways. Key Highlights
