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Deciding when – and how much – to give children and grandchildren is arguably the most fraught wealth management decision many of us will make.
Evercore Wealth Management Partner Justin Miller and guest Dr. Denise Federer discussed the emotional and technical considerations in gifting. Wealth and Fiduciary Advisor Dan Stolfa moderated the discussion.
For further information on this event, please contact Aline Sullivan at aline.sullivan@evercore.com or 203.918.3389.
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