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Volume 45 of Independent Thinking® by Evercore Wealth Management addresses the challenges and opportunities facing investors in a period marked by inflation, bear markets, and global economic shifts.
The publication emphasizes the importance of maintaining a long-term perspective and adapting investment strategies to a resource-constrained and increasingly deglobalized world. It explores the evolving landscape of ESG (Environmental, Social, and Governance) investing, the necessity of focusing on high-quality businesses, and the inevitability, but manageability, of bear markets.
Practical guidance is provided for estate planning in the digital age, especially regarding crypto and NFT assets, as well as for emotionally and strategically effective wealth transfer. Throughout, the issue encourages investors to remain resilient and proactive amid uncertainty.
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
