News, Comment & Analysis results for Evercore
A Strategic Guide To Pre-Transaction Planning: A Family Offices Roadmap
This author describes a route for families and principals preparing for a liquidity event such as
Carlyle Buys Wealth Advisor Software Business For Up To $200 Million
The transaction is designed to boost the position of intelliflo in the UK and accelerate its
Summary Of North American Wealth Management Senior Moves – June 2025
A roundup of moves, appointments and personnel changes in North America's wealth sector during
Near And Far: Considerations In Moving Assets Abroad
For US citizens, moving assets abroad is fraught with complexity and difficulties; this article
Evercore WM Adds Former SVB Managers In San Francisco
The firm managed $13.6 billion in client asset as at the end of March this year.
Choosing a Corporate Trustee
Those who want to set up trusts might choose a family member, business associate or close friend,
Who's Moving Where In Wealth Management? – Raymond James, MiddleGround Capital, Others
The latest moves, appointments and personnel changes in the North American wealth management
Choosing A Charitable Vehicle – A Walk Around The Territory
A range of factors need to be considered when deciding whether to use a donor-advised fund or a
Before Sunset: Time Is Running Out On The Estate Tax Exemption
While there is no optimal strategy that works for all people, they need to start thinking –
Divorce: Planning, Investing For A Positive Outcome
The authors talk about the importance of assembling high-quality advice, the different kinds of