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
Evercore Wealth Management, LLC
金融服务
New York,New York 5,700 位关注者
Committed to meeting our clients’ financial goals, and to earning and sustaining their trust.
关于我们
The New Standard in Wealth Management. Evercore Wealth Management, LLC serves high net worth individuals, families and related institutions, delivering customized investment management, financial planning, trust and custody services. The firm is a registered investment advisor, with offices in New York, Minneapolis, Palm Beach, San Francisco, and Tampa. The firm, which was founded in November 2008, manages client assets totaling approximately $13 billion as of March 31, 2024. Additionally, Evercore Wealth Management offers personal trust services to its clients through Evercore Trust Company, N.A., a national trust bank headquartered in Delaware, providing a modern alternative to traditional trust companies, along with access to the tax and regulatory advantages associated with Delaware trusts. More information about Evercore Wealth Management can be found at https://www.evercorewealthandtrust.com/. Investment and Wealth Management services are provided by Evercore Wealth Management, LLC an investment advisor registered with the U.S. Securities and Exchange Commission (the "SEC") under the Investment Advisors Act of 1940. Registration with the SEC does not imply a certain level of skill or training. Trust and custody services are provided by Evercore Trust Company, N.A. a national trust bank regulated by the Office of the Comptroller of the Currency.
- 网站
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https://www.evercorewealthandtrust.com/
Evercore Wealth Management, LLC的外部链接
- 所属行业
- 金融服务
- 规模
- 51-200 人
- 总部
- New York,New York
- 类型
- 私人持股
- 创立
- 2008
- 领域
- Wealth Management 、Portfolio Management 、Investment Management 、Independent Fiduciary 、Philanthropy 、Transaction Planning、Estate Planning、Impact Investing 和Women and Investing
地点
Evercore Wealth Management, LLC员工
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Justin Miller
Partner and National Director of Wealth Planning at Evercore, Tax Prof., and ACTEC Fellow
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Michael Kirkbride
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Daniel Stolfa, JD, LLM, CFP?, AIF?
Managing Director at Evercore Wealth Management, LLC | Managing Complex Wealth and Meeting My Client's Financial Goals
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Abdullah Hassan
Art Direction / Graphic Design / Production Artist
动态
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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
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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].
The Long View: Wealth Planning Ahead of a Business Sale
https://vimeo.com/
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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
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Check out our refreshed website https://lnkd.in/e38ZeUSx and learn more about Evercore Wealth Management and Evercore Trust Company. You'll meet our team and discover our latest perspectives across a range of topics of interest to our clients and their trusted advisors. We look forward to connecting with you.
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Evercore Wealth Management, LLC转发了
Thank you to the Evercore Wealth Management, LLC team for volunteering with New York Cares to pack shower kits for vulnerable populations in NYC. We are happy to make a difference!
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Want to buy a boat? Join a club? Start a new hobby? As we approach and enter retirement, it’s important to make sure your short-term spending and gifting align with your long-term legacy goals. To read the full article by Jeff Maurer, Chairman at Evercore Wealth Management, click here: https://lnkd.in/e4y_HFAM.
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Thank you to Evercore’s Chief Information Security Officer, Elsa Ferreira and Ruth Calaman, General Counsel and Chief Compliance Officer of Evercore Wealth Management and Evercore Trust Company, for hosting the timely webinar on the latest trends of financial scams. They noted common vulnerabilities and suggested ways to defend ourselves and our families. If you would like to view the recording, please email [email protected]. To learn more about our Firm, click here: https://lnkd.in/er4f6Ru.
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Evercore Wealth Management is again ranked among the leading Registered Investment Advisors (RIAs) for 2024 by Financial Advisor (7/12/24). We are pleased that our integrated approach to wealth management resonates with clients and that our firm continues to grow. If you would like to learn more about our firm, please contact us at [email protected].
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Here is our Q2 Market Review & Outlook: https://lnkd.in/e5rzBe5p. The S&P 500 Index is up 15.3% for the year to date through June 30, 2024, thanks in large part to continued outperformance of Big Tech. High quality bonds were relatively flat and more credit-sensitive fixed income rose modestly. The U.S. economy remains on solid footing, with continued low unemployment and easing inflation. Clearly, the capital markets are driven by inflation rates, productivity and economic growth, and valuations – and not by politics. Please contact us at [email protected] if you would like to learn more.