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The 48th volume of Independent Thinking® by Evercore Wealth Management explores the complexities facing families and investors in a rapidly changing world.
The edition emphasizes the importance of adaptability and proactive planning in the face of unpredictable economic, demographic, and societal shifts. Key articles address the challenges of multigenerational wealth transfer, the profound impact of demographic trends, and the necessity for robust estate and investment strategies.
Communication and collaboration among family members and advisors are essential for preserving assets and values across generations. The publication also examines the implications of recent global events, such as the banking crisis and inflation, for private capital investors and high-net-worth individuals.
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
