Evercore Wealth Management

Evercore Wealth Management is proud to announce that Partner Nancy Shavel Gabel has been recognized in this year’s Chambers and Partners High Net Worth Guide. This honor reflects the trust and recommendations of Nancy’s professional peers and the collective dedication of her colleagues and clients who inspire excellence every day. At Evercore Wealth Management, Nancy exemplifies the firm’s commitment to serving clients with integrity, care, and a deep focus on helping them achieve their goals. The firm congratulates Nancy on this well-deserved recognition and celebrates her continued success in building meaningful client relationships. Chambers uses proprietary criteria in determining recognitions. Evercore Wealth Management did not provide any payment or compensation in connection with this distinction.

Domestic and international stocks, along with core bond indices and stores of value, like gold, climbed this past quarter, despite continued political and economic policy uncertainty. The U.S. economy is in good shape, companies are reporting solid earnings, and investors remain focused on the potential for two major positives – lower interest rates and higher/faster AI adoption. We remain wary of companies taking on too much leverage to build out AI infrastructure. As long-term stewards of family and institutional wealth, we work to build diversified portfolios designed to help manage risk and opportunities across a range of economic and market scenarios. Click here to view our latest market update: https://lnkd.in/eRsVd-b2 Please contact us at wealthmanagement@evercore.com if you would like to learn more.

Evercore Wealth Management is pleased to publish the 2025 Year-End Wealth Planning Review. This guide provides a brief update on relevant tax laws, including the One Big Beautiful Bill Act, and outlines planning strategies to optimize tax outcomes and preserve wealth across generations. Thoughtful planning requires the collaborative input of each client’s trusted advisors, including the wealth advisor, attorney and accountant. Please contact wealthmanagement@evercore.com if you would like to learn more about our 2025 Year-End Wealth Planning Review. Thanks to Justin Miller, Brandon Frandsen, Paula Stumne, JD, LLM, and the other Evercore Wealth Management professionals who contributed to this guide. 

We’re proud to share that Evercore Wealth Management has been named to the 2025 Forbes | SHOOK Research Top RIA list (10/01/2025). This recognition reflects our team’s unwavering commitment to stewarding our clients’ wealth and providing trusted advice across generations. Discover more about our mission to help high-net-worth individuals, families, and institutions achieve their goals with confidence in this spotlight featuring our CEO, Christopher Zander: https://lnkd.in/ezQhmDGy #Evercore #WealthManagement #ForbesRIA #ClientFirst

We are delighted to welcome Kait Oliveira, CFA to Evercore Wealth Management as the newest Managing Director and Portfolio Manager at our New York headquarters. Welcome, Kait!    Read the full press release here: https://lnkd.in/ea5UcK6P

We are accepting applications for our 2026 Evercore Wealth Management summer intern program. Our program is designed to provide a representative introduction across wealth management, including exposure to relationship management, strategic wealth planning, portfolio management and investment research, trust and estate administration, and operations. The program will be open to undergraduates who are current juniors (class of 2027). Learn more and apply here: https://lnkd.in/eR_nvR8h

We are pleased to share that Alex Lyden (Horn), JD, LLM, TEP, Chief Fiduciary Officer of Evercore Trust Company, has been appointed Co-Chair of the Investment Entities Committee for the American Bar Association’s Real Property, Trust, and Estate Law Section for the 2025–2026 term. The committee is dedicated to advancing best practices in estate planning for owners of investment entities, including family investment entities and private investment funds such as hedge, private equity, and venture capital funds. Please join us in congratulating Alex.

For everyone who has been staying awake at night wondering about “How the OBBBA Impacts Qualified Small Business Stock (QSBS),” you’re in luck! My latest podcast with The American College of Trust and Estate Counsel (ACTEC) has just been released about the three big changes to Section 1202 QSBS.

Evercore Wealth Management was once again named to the Barron's Advisor annual ranking of Top 100 independent U.S. Registered Investment Advisors for 2025 (9/12/2025). This achievement reflects not only the hard work and dedication of our colleagues, but also the trust and partnership of our clients. At Evercore Wealth Management, we are committed to delivering independent advice, customized strategies, and long-term value that align with our clients’ goals.

Our San Francisco office has once again been ranked in the San Francisco Business Times list as one of the biggest wealth management firms in the Bay Area. This recognition reflects the strength of our team, the trust of our clients, and our growth in a region that continues to see significant wealth creation and opportunities. If you are interested in learning more about the Evercore difference, please check out our website: https://lnkd.in/e38ZeUSx If you would like to connect with an advisor, please reach out to wealthmanagement@evercore.com.