Evercore Wealth Management
Over $100 trillion in assets will be transferred within 25 years in the United States.1 At 77 years old, I have to consider that my legacy will be included in the total (although more on that later). In any case,…
David Attenborough continues to explore at 98; Warren Buffett continues to invest at 94; and Mick Jagger still “can’t get no satisfaction” at 81. We’ve been hearing so much about what scientists describe as “super agers,” those with the mental…
As a late-in-life Pilates enthusiast, I’ve learned the importance of alignment; all it takes is one body part to fall out of whack, and all the other bones, joints and muscles soon feel the strain. Adjust that part while there’s…
The wonderful thing about growing up in one country and living in another is that you get to come “home” twice on a single visit. But managing family assets across borders can feel like more than twice the work. Families…
A friend tells me that she now spends the evenings watching I Love Lucy reruns to take her mind off the news. I can think of worse coping mechanisms. The headlines are mostly grim, and I know that many of my…
Baby Boomers have it pretty good. By and large, we’ve enjoyed high and full employment, exciting technological advances and extraordinary asset growth. And the best may still be to come, as affluent Americans live longer and heathier lives. Many of…
Two companies are created by men born 111 years apart. The first, Cargill, a producer and distributor of agricultural products, becomes one of the largest and most successful private companies in the world, still family owned. The other, Microsoft –…
There are two types of financial plans: the ones that sit in the back of a drawer (or the email box equivalent), and the ones that are regularly revisited and refreshed. We are proponents of the latter. Proper financial planning…
If age is an attitude, then I feel pretty good. When I think back to my parents at this age, it seems to me that they were somehow much older than I am now. I’m more active, more engaged, and…