Independent Thinking is the quarterly journal of Evercore Wealth Management, reflecting the thought leadership of the firm and our experience in serving high net worth individuals and families. We produce related communications, seminars and customized events for our clients. For further information, please contact us.
The Beauty of Investment Diversification by John Apruzzese
Successful Succession Planning: A Continuous Process by Jeff Maurer
Selling Your Company? Don’t Leave Money on the Table by Justin Miller
All in the Family: Planning with Sprinkling Trusts by Kate Mulvany
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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 Advisors 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.
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