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Unexpected long-term care expenses can impact your overall financial plan.
Our client webinar: We’ve Got This: Successful Aging Takes a Team features Jeff Maurer, Chairman of Evercore Wealth Management, Jennifer Tse, Evercore Wealth Management Wealth & Fiduciary Advisor, and Joanna Gordon Martin, Founder and CEO of Theia Senior Solutions, in an engaging discussion on managing one of life’s most challenging transitions.
You can view the presentation for We’ve Got This: Successful Aging Takes a Team here. 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