Evercore Publishes Independent Thinking, Volume 47
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 firstname.lastname@example.org.
IRS Circular 230 Disclosure:
Pursuant to IRS Regulations, we inform you that any U.S. Federal tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for (i) the purpose of avoiding IRS imposed penalties or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein. This information is provided for information purposes only and does not constitute financial, investment, tax or legal advice.
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