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This milestone 50th issue of Independent Thinking® explores key themes shaping global finance, including the economic impact of AI, the resilience of markets amid geopolitical crises, and the growing role of private equity continuation funds.
The publication emphasizes that despite global turmoil, the U.S. economy and markets continue to benefit from robust technological innovation and disciplined long-term investing. It presents timely planning guidance for life events like divorce and retirement, especially as wealth planning becomes more complex in the face of rising longevity, international family dynamics, and the Corporate Transparency Act. Interviews with industry leaders offer insight into evolving investment opportunities, including GP-led secondaries and single-asset continuation vehicles.
Life insurance is also explored as a strategic tool for liquidity, estate equalization, and tax efficiency for high-net-worth families.
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
