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Soaring property values and shrinking insurance capacity has left many homeowners dangerously exposed. Adequate limits for umbrella liability insurance can also be difficult to identify.
Jeff Maurer, Chairman of Evercore Wealth Management and Evercore Trust Company and guest Scott Carmilani, Executive Chairman of Vault Holdings, looked at the current state of the insurance market and the implications for high net worth families in our latest webinar.
Please email wealthmanagement@evercore.com if you would like to view the recording.
Scott Carmilani is a current client of Evercore Wealth Management and Evercore Trust Company. He has not received any compensation from us for his presentation and we do not use or recommend his company, Vault Holdings, Vault Insurance Services, The Vault Reciprocal or their related companies for client accounts. It is not intended that Mr. Carmilani will endorse Evercore Wealth Management and Evercore Trust Company’s services or give testimonials regarding such services during the discussion. We do not believe this relationship results in any material conflicts of interest with respect to the contents of this presentation. Additional information about conflicts of interest can be found in Evercore Wealth Management’s Forms CRS and ADV which can be accessed on our website at https://www.evercorewealthandtrust.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