close
Taxes, transferring wealth, educating the next generation to manage money for the family: these are some of the topics addressed in the Barron’s profile: Here Is What Wealthy Families Worry About, Says Evercore’s Chris Zander. To view the article, click here.
Evercore Wealth Management Partner and Portfolio Manager Martha Pomerantz participated again this year at the Minneapolis Star Tribune’s annual Investors Roundtable. Topics ranged from the events of 2020 to the outlook for 2021 to private equity and specific investment strategies.
“Key in this past year was staying the course when the market turned down in March; we encouraged clients to make sure that they felt comfortable with their current asset allocation and stay invested,” said Martha.
The full article can be viewed by subscribers here. To view the firm’s outlook, please see the current issue of Independent Thinking.
Martha can be contacted at martha.pomerantz@evercore.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 Advisers 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.
Client retention rate is based on data from 06/30/24 – 06/30/25. Assets under management are as of 06/30/25