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Welcome to the latest edition of Independent Thinking. We focus on rising inflation, which we believe are transitory, and rising taxes, likely to be a longer-term issue.
This edition also includes two articles addressing the complex planning concerns of multi-generational and international families with U.S. interests, and the long-term core strengths of traditional trusts. We also discuss our take on sustainable investing – we believe both the intent and impact should be considered.
Please contact the editor of Independent Thinking, Aline Sullivan, with any questions or comments at aline.sullivan@evercore.com.
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