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Evercore Wealth Management, LLC and Evercore Trust Company, N.A. professionals assemble an extensive annual guide, to highlight potential opportunities and strategies ahead of our end-of-year planning discussions with our clients.
While the major tax proposals that would have impacted high net worth individuals, trusts and estates were not included in the final Inflation Reduction Act, there are still some updates to current federal tax law that may be worth considering in the context of overall wealth planning goals. These include changes to required minimum distributions, qualified charitable distributions, and gift, estate, and generation-skipping tax exemptions.
Please contact wealthmanagement@evercore.com if you would like to learn more about our 2022 Year-End Wealth Planning Review.
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
