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Deciding if, when, and how to transfer assets to children and grandchildren is one of the most important wealth management decisions families make.
There’s no one right answer for everyone, but there are good ways to help determine the right answer for you and your family.
Evercore Wealth Management and Evercore Trust Company Chairman Jeff Maurer and Partner and Wealth & Fiduciary Advisor Kate Mulvany were joined by neuropsychologist Dr. Moira Somers to discuss the emotional and practical considerations in gifting.
If you would like to view the replay, please email wealthmanagement@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