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The latest edition of Independent Thinking, published by Evercore Wealth Management and Evercore Trust Company, is now out.
The Magnificent Seven technology giants are arguably the most powerful companies ever built. And they continue to grow, outpacing the S&P 500. Is all this too much of a good thing? Can valuations remain at current levels much longer? How can
investors balance exposure to these companies with developing opportunities in the broader market?
In addition to market concentration, we also consider several wealth planning topics in this issue, notably the reasons to appoint a corporate trustee, best practices for transferring wealth to the next generations, and considerations in selecting a
charitable gifting vehicle. 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