Evercore Wealth Management, LLC

Thanks to Terry Garcia, CEO of Exploration Ventures, for joining clients, CEO Christopher Zander, and our San Francisco team to discuss his new book, “The Future of Exploration,” and share his highlights from his years as Chief Science and Exploration Officer at the National Geographic Society.? ? If you would like to learn more about our upcoming programs, please contact us here: https://lnkd.in/eNvmDZE9.

Thank you to Daniel Clifton, Partner and Head of Policy Research at Strategas Securities, for his presentation on the significant policy differences between the presidential candidates and their potential to make a lasting impact on the economy and the markets. He was hosted by Brian Pollak, Partner and Chair of the Investment Policy Committee at Evercore Wealth Management, addressing questions on swing states, rising geopolitical tensions in the Middle East, and the potential for civil unrest in the United States post the election. If you would like to view the replay, please contact us here: https://lnkd.in/eNvmDZE9.?

Welcome to the latest edition of Independent Thinking! We cover a wide range of subjects in this issue. But they all serve as a reminder that change is inevitable. From technology to the ebbs and flows of economies and markets to changes in government and policy and, of course, to individual journeys through life, change is always in the air. It is our job to help our clients and their families prepare for - and prosper through - that change. If you would like to receive a copy of our publication, please contact us here: https://lnkd.in/eNvmDZE9.

Thank you to our Minneapolis team and The Minneapolis Foundation for your insights into the upcoming sunset of the federal gift and estate tax exemption.? ? We explored a range of wealth transfer options, including charitable planning. If you are interested in learning more about our firm and other upcoming programs, please contact us here:?https://lnkd.in/eNvmDZE9

Thanks to Christopher Kauffman, Principal at General Catalyst, Stephen R. Collins, CEO of Noodle.AI, and Iain Silverthorne, Partner of Evercore Wealth Management, for their discussion on how businesses are investing in AI! They noted some of the challenges and opportunities ahead for companies who invest in AI software. If you would like to view the replay, please contact us here: https://lnkd.in/eNvmDZE9.?

Evercore Wealth Management was named to the Barron's annual ranking of top 100 independent U.S. Registered Investment Advisors for 2024 (9/13/2024). The ranking includes both quantitative and qualitative considerations such as assets under management, experience and regulatory records, staff diversity, and succession planning.

Our Evercore Wealth Management team had a fantastic experience at the 20th Annual Kasner Estate Planning Symposium. In addition to learning about the latest trust and estate developments, we also enjoyed catching up with so many friends in the estate planning community. We hope you enjoyed the presentation by Justin Miller on “The Art and Science of Advanced Fiduciary Elections.” Also attending: Keith McWilliams, Edith Tse, CFP?, Erica Sloan, CFP?, Todd McPherson, Andrew Huang, CFA, Paula Gerzhoy, Brooks Weller, Brett Styles

Families are increasingly spread across multiple countries, both in terms of individual residency and location of assets. Click here to read how Evercore Wealth Management and Evercore Trust Company can help navigate the complexities of cross-border financial planning: https://lnkd.in/eZnbfAZ2 Check out our website to learn more about the services we provide our clients and their other trusted advisors: https://lnkd.in/e38ZeUSx

Don’t leave money on the table. That’s a potential risk for founders, owners and executives approaching the business sale or merger and their families. Our CEO, Christopher Zander, and National Director of Wealth Planning, Justin Miller, discuss key considerations in pre- and post- transaction wealth planning, to help ensure that the event is a personal as well as a business success. Check out a preview below: https://lnkd.in/dj8Jty4X. To view the video in full please contact us at [email protected].

Life insurance is often unnecessary for ultra-high net worth families. But in the right circumstances it can be a powerful planning tool. To read the full article by Sean Brady, Wealth & Fiduciary Advisor at Evercore Wealth Management, click here: https://lnkd.in/er5mu4FH