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.
Successful Families: Transferring Assets and Values By Justin Miller
Is Demography Destiny? By Brian Pollak
Gauging Your Estate Plan’s Success By Michael Cozene
Affluent Baby Boomers and Inflation: The Good, the Bad, and Some Options By Jeff Maurer
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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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