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 $13.8 billion as of September 30, 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.
Evercore Wealth Management, LLC的外部链接
Evercore Wealth Management, LLC转发了
Partner and National Director of Wealth Planning at Evercore, Tax Prof., and ACTEC Fellow
“What the super-wealthy are doing with their estates to prep for the Trump era” For my two cents, it’s unlikely that wealthy people will see the estate tax disappear entirely, even under an administration sympathetic to it. Great article by Jessica Roy in the San Francisco Chronicle. (subscription req.) https://lnkd.in/g3sE9AJT
Every family struggles to connect. Wealth, for all its blessings, can add complexity and raise the stakes. Click here to read the full article by Partner and Wealth & Fiduciary Advisor Ashley Ferriello, CTFA: https://lnkd.in/e5hnP-Tj
Welcome to Tracy Schneider, who has joined us as our Director of Marketing and Sales Coordination. She is based in New York City and will manage the firm’s marketing efforts and work with Evercore Wealth Management and Evercore Trust Company advisors to serve ultra high net worth families, foundations and endowments.
We hear so much about “super agers” that we are almost losing perspective on the normal aging process. There is no doubt that we become more vulnerable. Click here to read the full article by our Chairman Jeff Maurer. You’ll also see an article by?Wealth & Fiduciary Advisor Ross Saia, CFP, CTFA on planning in partnership with your family?:https://lnkd.in/egG7p9Vu
Evercore Wealth Management and Evercore Trust Company will be hosting an in-depth webinar on November 20 at 4pm ET to discuss the post-election planning and investment landscape. Presenting will be our Chief Investment Officer John Apruzzese, National Director of Wealth Planning Justin Miller, and Chair of the Investment Policy Committee Brian Pollak. If you are interested in attending this webinar, please click here: https://lnkd.in/eXqZZS_V.?
In case you missed it, here’s the full Barron's Advisor?interview with our CEO, Christopher Zander. It’s a great read! The article can be found here:?https://lnkd.in/eKMtNneJ. Hope you enjoy.?
We are happy to see this terrific profile of our firm and our CEO Christopher Zander.
The president and CEO of Evercore Wealth Management, LLC and Evercore Trust explains how he built a business to serve the complex needs of ultrawealthy families. https://lnkd.in/ghgv4KRC
A historic window of opportunity to maximize intergenerational wealth is set to close soon. Which means, now this is the time to address three key questions: Can you afford to gift? If so, how much? And what should you give? Click here to read the full article by our National Director of Wealth Planning Justin Miller and Wealth & Fiduciary Advisors Neza Gallitano, CFP?, CDFA? and Alex Pavelock: https://lnkd.in/eyhVuNhq
Beijing is focused on building China into a leading socialist country. What will it take to get there – and what will that mean for investors in the interim? Click here to read the full article by Neo (Haoning) Wang, CFA, China economist and strategist at Evercore ISI: https://lnkd.in/eccGeH_j
A historic window of opportunity to maximize intergenerational wealth is set to close soon. So, what should private equity, private credit, and venture capital fund principals do? Click here to read the full article by Wealth & Fiduciary Advisor Sean Brady: https://lnkd.in/eXJeauED