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The new SECURE Act 2.0 (Setting Every Community Up for Retirement Enhancement) includes some important provisions affecting high net worth individuals and families.
Please see our recent publication linked here, “The Impact of the SECURE Act 2.0 on Retirement Accounts,” for details of some of the key changes. Please contact your Evercore Wealth Management wealth advisor or email us at wealthmanagement@evercore.com with any questions or concerns.
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
