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 wealthmanagement@evercore.com. To learn more about our Firm, click here: https://lnkd.in/er4f6Ru.
Evercore Wealth Management, LLC
Financial Services
New York, New York 5,567 followers
Committed to meeting our clients’ financial goals, and to earning and sustaining their trust.
About us
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.
- Website
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https://www.evercorewealthandtrust.com/
External link for Evercore Wealth Management, LLC
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- New York, New York
- Type
- Privately Held
- Founded
- 2008
- Specialties
- Wealth Management , Portfolio Management , Investment Management , Independent Fiduciary , Philanthropy , Transaction Planning, Estate Planning, Impact Investing , and Women and Investing
Locations
Employees at Evercore Wealth Management, LLC
Updates
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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 wealthmanagement@evercore.com.
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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 wealthmanagement@evercore.com if you would like to learn more.
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Thanks to all the lawyers and accountants who joined us on June 26 for our advisor event, Planning Opportunities and Potential Pitfalls with Qualified Small Business Stock. Justin Miller, our National Director of Wealth Planning, led a lively presentation on QSBS, following remarks from our CEO Christopher Zander and Partner and Portfolio Manager Brian Pollak. Please contact us if you have any questions about this topic or continuing advisor education at Evercore Wealth Management and Evercore Trust Company or email us at wealthmanagement@evercore.com.
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Justin Miller, our National Director of Wealth Planning, will present an overview of qualified small business stock (QSBS) on June 26, in our New York office. Topics will include how shareholders can “stack” multiple capital gain exclusions among family members, how non-grantor trusts can be the ultimate tool for QSBS planning to protect family members and potentially minimize state income taxes, and the challenges in non-grantor trust drafting compared to the more commonly used irrevocable grantor trusts. To learn more, please contact wealthmanagement@evercore.com.
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Welcome to Paula Stumne, JD, LLM, who joins us as a Wealth & Fiduciary Advisor! She is based in Minneapolis and will work directly with ultra high net worth families, foundations and endowments, delivering comprehensive planning solutions and fiduciary services. Find out more: https://lnkd.in/egarMk_B
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Managing family assets across borders can feel like twice the work. There are significant differences in tax, legal, and accountancy principles that need to be properly addressed. To read the full article by Alex Lyden (Horn), JD, LLM, TEP, Chief Fiduciary Officer at Evercore Trust Company, click here: https://lnkd.in/d59rdRSs
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Thanks to Justin Miller, Neza Gallitano, CFP®, CDFA®, and Alex Pavelock for hosting our latest webinar, “Gifting Before the Estate Tax Exemption Sunset: The Whys, Why Nots, and When.” We had a record turnout for this very timely discussion. If you would like to view the webinar or learn more, please contact your Evercore Wealth Management or Evercore Trust Advisor or email us at wealthmanagement@evercore.com. If you would like to learn more about our firm, please check out our website: https://lnkd.in/er4f6Ru.
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Is Artificial Intelligence making our lives better? It might not seem that way just yet, but the markets are anticipating widespread adoption of AI to improve U.S. corporate profitability. To read the full article by John Apruzzese, Chief Investment Officer at Evercore Wealth Management, click here: https://lnkd.in/e22FNFfZ
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Neza Gallitano, CFP®, CDFA®, Wealth and Fiduciary Advisor, and Partner and Portfolio Manager Judy McDonald Moses, discuss planning and investing pre- and post-divorce, to build new and sustainable lives. Read their recent article in Family Wealth Report: https://lnkd.in/eBB3e_3r
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