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This issue explores the profound changes brought about by the COVID-19 pandemic, focusing on the economic and market disconnect, the dominance of technology giants, and the evolving role of technology in wealth management and daily life. It examines the implications of unprecedented fiscal and monetary responses, debates the risks of inflation versus deflation, and considers fiduciary challenges in ESG (Environmental, Social, and Governance) investing.
The publication also highlights the rapid adaptation to virtual engagement and the importance of flexible, client-centered planning. Evercore Wealth Management’s commitment to integrity, adaptability, and proactive client service is emphasized throughout, reflecting a broader call for resilience and thoughtful innovation in uncertain times.
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
