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The latest edition of Independent Thinking, published by Evercore Wealth Management and Evercore Trust Company, is now out.
We cover a wide range of subjects in this issue. But they all serve as a reminder that change is inevitable. From technology to the ebbs and flows of economies and markets to changes in government and policy and, of course, to individual journeys through life, change is always in the air. It is our job to help our clients and their families prepare for – and prosper through – that change. Click here to read our full publication.
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