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This edition explores the current surge in capital expenditures (CapEx), driven by AI adoption, semiconductor manufacturing, and reshoring initiatives, and the implications for investors. It revisits historical CapEx cycles to draw parallels and cautionary lessons for today’s tech-driven investment boom.
The issue also delves into strategic wealth planning amid the impending sunset of the estate tax exemption in 2026, encouraging timely gifting and trust structures. Global insights include investment perspectives on China’s economic trajectory and Japan’s market resurgence. Finally, the publication emphasizes the importance of aging well and engaging the next generation in legacy planning.
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
