A corporate trustee can work alongside a personal trustee as an additional layer of protection and support for you and your family. Click here to read the latest article by Chief Fiduciary Officer Alex Lyden (Horn), JD, LLM, TEP:?https://lnkd.in/epCfRdtT?
Evercore Wealth Management, LLC
金融服务
New York，New York 6,526 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 $13.8 billion as of December 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
动态
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Justin Miller was interviewed by the SF Chronicle on handling sudden or early wealth.?Here are some of his tips. First, bring in the pros – such as an experienced wealth manager, an accountant, and a tax attorney. The wealth manager, who should be subject to a fiduciary standard, can take the lead. Second, plan for a big tax hit. (Although Justin noted that California does not charge state taxes on lottery winners like the woman who just won $1.2 billion.). Third, make a plan so the funds last your lifetime and maybe that of future generations. Fourth, have a little fun! Subscribers can read the article in full here: https://lnkd.in/eD5kFZZN. Alternatively, please contact us to learn more about Evercore Wealth Management and Evercore Trust Company here: https://lnkd.in/e38ZeUSx.
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Partner and Wealth & Fiduciary Advisor Neza Gallitano, CFP?, CDFA? moderated a discussion on how women can thrive in the age of Artificial Intelligence during Evercore’s Fifth Annual Women’s Conference. ? Thanks to Evercore’s Chief Information Security Officer Elsa Ferreira, Executive Vice President and Chief Operating Officer of The Future Hunters Erica Orange, and Founder and CEO of Uplevyl Shubhi (Bhonsle) Rao for sharing their insights and strategies for this new age.?
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Transferring wealth to the next generation isn’t easy. But some tried-and-true practices can ensure a successful legacy.? Read the latest article by Chairman Jeff Maurer:?https://lnkd.in/efe4AkbH
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As part of the CAIS Women in Wealth Leadership Forum, Partner and Portfolio Manager, Stephanie Hackett provided great insight on the "Alternative Edge: Women Pioneering In Investments" panel.
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Congratulations to Paulo Coelho, Neza Gallitano, CFP?, CDFA? and Alex Lyden (Horn), JD, LLM, TEP, our newest partners at Evercore Wealth Management. Their promotions recognize their deep commitment to our firm and excellence in serving our clients.?Read the full press release here https://lnkd.in/eiuzZBeT
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Sean Brady, Wealth & Fiduciary Advisor at Evercore Wealth Management, discusses the pros and cons of the different charitable vehicles for high net worth families. Read his article in Family Wealth Report here: https://lnkd.in/eQTrmZ8F
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The Magnificent Seven companies are among the most profitable value-creating business entities ever created, but they are all from the same industry and betting their futures on the emerging AI technology. Is all this too much of a good thing? Click here to read the latest article by Chief Investment Officer John Apruzzese: https://lnkd.in/ew5Adyqu
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How will current policy impact the economy and markets? What are the asset allocation views for the long-term? Thanks to John Apruzzese, Stephanie Hackett, and Brian Pollak for addressing these questions and more in our latest investment outlook webinar. If you would like to view the replay, please email [email protected]. Click here to learn more about our firm: https://lnkd.in/e38ZeUSx
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The Magnificent Seven technology giants are arguably the most powerful companies ever built. And they continue to grow, outpacing the S&P 500. Is all this too much of a good thing? Can valuations remain at current levels much longer? How can investors balance exposure to these companies with developing opportunities in the broader market? In addition to market concentration, we also consider several wealth planning topics in this issue, notably the reasons to appoint a corporate trustee, best practices for transferring wealth to the next generations, and considerations in selecting a charitable gifting vehicle. Click here to read the new issue of Independent Thinking:?https://lnkd.in/deuJwpYa
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