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This issue addresses global economic stressors and their implications for wealth planning and investment strategy.
It highlights rising U.S. federal debt, the growing risk in China's leveraged economy, and the impact of potential federal shutdowns on state and municipal finances. The publication emphasizes thoughtful estate and executive compensation planning, especially considering evolving tax laws and life transitions.
A dedicated section underscores the complexities of managing "special assets" like family businesses and real estate within multigenerational trusts. Finally, the edition offers a reassuring perspective on maintaining personal and financial resilience amid a turbulent world.
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
