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Welcome to the latest edition of Independent Thinking.
We are taking another look at inflation. While we continue to believe the recent spike in inflation will prove transitory, we are always mindful of the associated risks.
This edition also includes articles addressing the probable tax legislative outcomes in the context of long-term wealth transfer goals. We also discuss ESG investing in a time of high energy prices, the municipal bond outlook for both New York State and New York City as the leadership changes and an in-depth article on non-charitable purpose trusts.
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