close
The latest edition of Independent Thinking, published by Evercore Wealth Management and Evercore Trust Company, is now out.
In addition to our investment outlook,we address the strength of the U.S. dollar and its impact on the global economy, approaches to tax loss harvesting, intergenerational wealth planning strategies in a rising – but still relatively low – interest rate environment,and considerations in funding a special needs trust.
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