evercore continued Flashcards
strategic wealth planning
make investment decisions taking into account related considerations. These include taxes, securities laws, legacy concerns, and estate planning
Different services include cash flow planning, insurance reviews, and philanthropic advisory services
global investment management
design and manage customized portfolios to keep up with the adjusting lifestyles of their clients
Through efficient architecture, PMs combine expertise and select external investments across different asset classes
Trust & Fiduciary services
provide clients with trust services through Evercore Trust Company
trust solutions include revocable and irrevocable trusts, generational-skipping trusts, and special purpose trusts
Family office services
Acts in the best interest in multigenerational families, focusing on lifestyle planning, estate and wealth transfers, tax planning etc.
