Investing for Lifetime & Legacy Goals
The Ritz Carlton
1111 Ritz Carlton Drive Sarasota, Florida 34236
Join Evercore Wealth Management CEO Jeff Maurer and CIO John Apruzzese for a discussion about investing to drive long-term performance.
For further information, please contact Jewelle Bickford at: Jewelle.Bickford@evercore.com or 212-849-1640 or John Apruzzese at: Apruzzese@evercore.com or 212-822-7623.
IRS Circular 230 Disclosure:
Pursuant to IRS Regulations, we inform you that any U.S. Federal tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for (i) the purpose of avoiding IRS imposed penalties or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein. This information is provided for information purposes only and does not constitute financial, investment, tax or legal advice.
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