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Welcome to the latest edition of Independent Thinking.
As investors weigh the prospect of a longer-than-expected period of inflation and geopolitical uncertainty against otherwise largely solid economic fundamentals and the continued extraordinary successes of American companies, they are concluding that the markets still have some room to run.
We continue to believe that there are significant opportunities in both the public and private markets, as well as risks. We also believe that regular reviews of wealth plans are essential, and that estate and gift taxes are going to rise. These topics and related strategies are also addressed in this issue.
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