Our Latest Thinking Archived Issues 2024 Volume 51 Volume 50 2023 Volume 49 Volume 48 Volume 47 2022 Volume 46 Volume 45 Volume 44 2021 Volume 43 Volume 42 Volume 41 2020 Volume 40 Volume 39 Volume 38 2019 Volume 37 Volume 36 Volume 35 Volume 34 2018 Volume 33 Volume 31 Topic Strategic Wealth Planning Global Investment Management Trust and Fiduciary Services Family Office Services Perspectives on Wealth Events Regaining Perspective on Aging By Jeff MaurerSep 30, 2024 Managing Wealth in Retirement: Finding Balance By Jeff MaurerApr 17, 2024 Near & Far: Wealth Planning for International Families By Alex LydenApr 17, 2024 Retaining Perspective in a Crazy World By Jeff MaurerDec 5, 2023 Affluent Baby Boomers and Inflation: The Good, the Bad, and Some Options By Jeff MaurerAug 1, 2023 Successful Succession Planning: A Continuous Process By Jeff MaurerMar 17, 2023 Financial Planning: More Than Investing By Tom OlchonNov 28, 2022 Aging with Attitude (and Gratitude) By Jeff MaurerNov 28, 2022 Estimating Drawdowns: How Low Can the Markets Go? By Evercore Wealth ManagementJun 30, 2022 Bear Markets: Inevitable but Manageable By Jeff MaurerJun 30, 2022 Independent Thinking panel: Gifting and Letting Go: The Emotional and Practical Aspects of Wealth Transfer By Evercore Wealth ManagementJun 21, 2022 Now What? Time to Revisit Goals By Jeff MaurerMar 3, 2022 Preparing the Next Generation for Success By Justin MillerMar 3, 2022 A Formula for Maximizing Gift Exemptions By Alex Lyden-HornMar 3, 2022 Wealth Planning in Markets Too Good to Last By Jeff MaurerOct 19, 2021 Planning With Purpose: Non-Charitable Purpose Trusts By Alex Lyden-HornOct 19, 2021 Constructing a Family Financial Scaffold By Jeff MaurerJun 24, 2021 Waiting for Another Brief and Shining Moment: Preserving the Arts By Jeff MaurerFeb 26, 2021 We’ve Got This: Aging with Grace and Joy By Jeff MaurerOct 29, 2020 Prepared for Anything with Good Technology and Good Advice By Jeff MaurerJul 6, 2020 Staying Focused When the Going Gets Tough By Jeff MaurerMar 28, 2020 Taking the Reins: An Interview with Chris Zander By Evercore Wealth ManagementDec 11, 2019 Time to Retire? By Jeff MaurerDec 11, 2019 Gray Divorce: Dividing Assets in Middle Age By Jeff MaurerAug 1, 2019 Ralph Schlosstein on Culture and Capitalism By Evercore Wealth ManagementMay 3, 2019 Encouraging Next-Generation Success By Jeff MaurerMay 3, 2019 Stuff Happens: Managing Life’s Major Transitions By Jeff MaurerJan 8, 2019 Charting a Path Through Market Downturns By Jeff MaurerNov 1, 2018 Navigating Wealth Management By Jeff MaurerJul 27, 2018 Estate and Gift Tax Exemption: Use it or Lose it By Karen FrancoisJul 27, 2018 Love, Marriage and Money By Ashley FerrielloMay 11, 2018 Our Financial Journey By Jeff MaurerMay 11, 2018 Crunching the Numbers on Changing Domicile By Jeff MaurerFeb 9, 2018 Is This the Time to Transfer Wealth? By Evercore Wealth ManagementFeb 9, 2018 No Complacency in Trust and Estate Planning By Julio CastroFeb 9, 2018 Confronting the Challenges of Alzheimer’s By Jeff MaurerOct 23, 2017 Private Wealth Education: We All Have Something to Learn By Martha PomerantzOct 23, 2017 Investing in an Enduring Education By Jeff MaurerJul 20, 2017 A Thing of Beauty: Art & Estate Planning By Stacie PriceJul 20, 2017 Striking the Right Balance in Estate Planning By Evercore Wealth ManagementJul 20, 2017 Q&A with Third Avenue Real Estate Value Fund By Ryan DobratzApr 21, 2017 Andrew Zolli on Resilience By Andrew ZolliApr 21, 2017 Marital Agreements By Kirsten WeisserApr 21, 2017 Readiness & Recovery By Jeff MaurerApr 21, 2017 Charitable Giving & Tax Reform By Keith McWilliams and Carly McKeemanApr 21, 2017 The Ways of a Will By Evercore Wealth ManagementJan 20, 2017 Hey! You! Get Off of My (Digital) Cloud By Julio CastroJan 20, 2017 Sustaining Investment Portfolios By Jeff MaurerJan 19, 2017 Providing for the Children of Blended Families By Karen FrancoisOct 14, 2016 Engaging the Next Generation By Sharna GoldsekerOct 14, 2016 Planning and Investing as a Couple By Fred TaylorOct 14, 2016 Equal or Equitable: What is Fair? By Jeff MaurerOct 14, 2016 New York Times Features Evercore Wealth Management Educational Programs Oct 8, 2016 Family Wealth Transfer Planning: The Window is Closing on Valuation Discounts By Chris ZanderAug 25, 2016 Facing Facts: A Lifestyle Analysis By Evercore Wealth ManagementJul 21, 2016 Flourishing in a Low-Growth World By Jeff MaurerJul 21, 2016 Lending Support & Advice to the Next Generation By Jeff MaurerApr 24, 2016 Choosing the Right Trustees By Jeff MaurerJan 28, 2016 Educating the Next Generation By Michael CozeneOct 27, 2015 Baby Boomers and Drawdowns By Jeff MaurerOct 27, 2015 Show More 60 of 69
Independent Thinking panel: Gifting and Letting Go: The Emotional and Practical Aspects of Wealth Transfer By Evercore Wealth ManagementJun 21, 2022
Family Wealth Transfer Planning: The Window is Closing on Valuation Discounts By Chris ZanderAug 25, 2016
Evercore Wealth Management