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This issue of Independent Thinking® addresses significant shifts in the technology market and wealth management landscape. It highlights the growing concentration and risk in U.S. equity markets driven by the "Magnificent Seven" tech giants and discusses potential antitrust concerns.
The publication emphasizes long-term investment strategies, particularly in emerging markets, and the evolving role of AI in corporate capital expenditure. It provides in-depth guidance on successful intergenerational wealth transfer, trust structures, and charitable planning strategies. Overall, the issue offers a holistic view of adapting to change across markets, technology, and family wealth.
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
