Brian Pollak Addresses Yale U.S.-China Forum on Wealth Management

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Evercore Wealth Management Partner and Portfolio Manager Brian Pollak spoke at the Yale U.S.-China forum on trends in wealth management in the United States, including:
 

  • The growth of Chinese families with U.S.-domiciled members and their related wealth management needs.
  • The shift to outsourced CIO and other services for family offices.
  • The potential impact of trade negotiations between the United States and China. To read Pollak’s recent article on this subject in Independent Thinking, click here.

 
The Yale-U.S. China Forum is a student-led conference that engages experts from the University, international institutions and relevant industries, including financial services and law firms.
 
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For further information on trust and family offices services at Evercore Wealth Management and Evercore Trust Company, please contact Chris Zander at zander@evercore.com. For information on the firm’s investment approach to China, please contact Brian Pollak at brian.pollak@evercore.com.

 

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