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The latest edition of Independent Thinking, published by Evercore Wealth Management and Evercore Trust Company, is now out.
We address asset allocation in a changing investment landscape, and we discuss three aspects of strategic wealth planning: pre-transaction planning for business owners contemplating a sale, planning for families in which the fair treatment of members might not mean equal, and succession planning.
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