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Volume 47 of Independent Thinking® by Evercore Wealth Management addresses the evolving landscape of wealth management amid shifting market conditions, family dynamics, and business transitions.
The issue highlights the necessity of ongoing, strategic decision-making as economic environments and personal circumstances change. It explores the importance of investment diversification, the opportunities and risks in credit markets, and the complexities of business sales and succession planning.
The publication also examines innovative planning tools like sprinkling trusts to address family needs and legacy objectives. Overall, the volume emphasizes collaboration with advisors and proactive planning to maximize financial outcomes and protect family legacies in times of uncertainty.
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
