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 Through the Looking Glass: Investing in China By Neo WangSep 30, 2024 Before Sunset: Time Is Running Out on the Estate Tax Exemption By Justin Miller, Neza Gallitano and Alex PavelockSep 30, 2024 Before Sunrise: Strategies for Private Fund Managers By Sean BradySep 30, 2024 Engaging the Next Generation in Managing Wealth By Ashley FerrielloSep 30, 2024 Regaining Perspective on Aging By Jeff MaurerSep 30, 2024 Booms and Busts: A Brief History of Capital Spending Cycles By Brian PollakSep 30, 2024 CapEx: Too Much of a Good Thing? By Brian Pollak and Michael KirkbrideSep 30, 2024 Planning and Investing Around Divorce By Evercore Wealth ManagementApr 30, 2024 Divorce: Planning and Investing for a Positive Outcome By Judy Moses and Neza GallitanoApr 22, 2024 The Corporate Transparency Act: New Reporting Requirements for Closely Held Businesses By Ruth CalamanApr 17, 2024 Q&A with Ricardo Lombardi at ICG Strategic Equity By Evercore Wealth ManagementApr 17, 2024 Q&A with Nigel Dawn on Secondary Market Continuation Funds By Evercore Wealth ManagementApr 17, 2024 Decoding Life Insurance By Sean BradyApr 17, 2024 Shaking it Off: The Markets and Geopolitical Crises By Brian PollakApr 17, 2024 Managing Wealth in Retirement: Finding Balance By Jeff MaurerApr 17, 2024 Near & Far: Wealth Planning for International Families By Alex LydenApr 17, 2024 The Duality of Artificial Intelligence: An Investment Perspective By John ApruzzeseApr 17, 2024 Making Do: Federal Shutdowns, States and Municipalities By Howard CureDec 5, 2023 Managing Executive Compensation Plans By Neza GallitanoDec 5, 2023 Watching the U.S. Debt: The Implications for Investors By John ApruzzeseDec 5, 2023 Keeping the Special in Special Assets By Julio CastroDec 5, 2023 Retaining Perspective in a Crazy World By Jeff MaurerDec 5, 2023 All the Debt in China By Brian PollakDec 5, 2023 Wealth Planning: Updates for Year-End 2023 and 2024 By Evercore Wealth ManagementDec 5, 2023 2023 Year-End Wealth Planning Review Oct 12, 2023 Our Market Outlook for Q2 2023 By Evercore Wealth ManagementAug 23, 2023 The Case for Active Investing By Michael Kirkbride and Joe McManusAug 2, 2023 Q&A with Jon-Paul Momsen of Harbert Management By Evercore Wealth ManagementAug 2, 2023 Successful Families: Transferring Assets and Values By Justin MillerAug 1, 2023 Gauging Your Estate Plan’s Success By Michael CozeneAug 1, 2023 Affluent Baby Boomers and Inflation: The Good, the Bad, and Some Options By Jeff MaurerAug 1, 2023 Is Demography Destiny? By Brian PollakAug 1, 2023 “Womenomics” in the United States By Judy MosesAug 1, 2023 Where Are the Kids? Demographics in the United States By John ApruzzeseAug 1, 2023 Selling Your Company? Don’t Leave Money on the Table By Justin MillerMar 17, 2023 Successful Succession Planning: A Continuous Process By Jeff MaurerMar 17, 2023 All in the Family: Planning with Sprinkling Trusts By Kate MulvanyMar 17, 2023 The Beauty of Investment Diversification By John ApruzzeseMar 17, 2023 A Credit History, Built on Trust and Innovation By Brian PollakMar 17, 2023 Q&A with David Golub By Evercore Wealth ManagementMar 17, 2023 Mass Transit Systems: Lawmakers All Aboard (For Now) By Howard CureJan 19, 2023 The SECURE Act: Key Points & Considerations By Evercore Wealth ManagementJan 6, 2023 Market Outlook Highlight By Evercore Wealth ManagementDec 7, 2022 Q&A with Artisan International Value By Evercore Wealth ManagementDec 1, 2022 Orienting in a Changing Investment Landscape By John ApruzzeseNov 28, 2022 Financial Planning: More Than Investing By Tom OlchonNov 28, 2022 Aging with Attitude (and Gratitude) By Jeff MaurerNov 28, 2022 Special Needs Trusts: Protecting the Whole Family with Wealth Planning By Karen Francois and Jay SpringerNov 28, 2022 Tax-Loss Harvesting: A Silver Lining in a Down Market By Michael KirkbrideNov 28, 2022 Dollar Exchange Rates: Too Much of a Good Thing? By Brian PollakNov 28, 2022 Keeping Interest Rate Rises in Perspective By Evercore Wealth ManagementNov 28, 2022 2022 Year-End Wealth Planning Review Oct 21, 2022 Keeping it in the Family: Open Conversation and Wealth Transfer By Evercore Wealth ManagementOct 18, 2022 Tax Loss Harvesting: The Pros and the Cons By Evercore Wealth ManagementOct 18, 2022 Charitable Giving: Driving Greater Impact with Tax-Efficient Donations By Evercore Wealth ManagementOct 18, 2022 Comprehensive Lifestyle Planning: The Cost of Education By Evercore Wealth ManagementOct 18, 2022 Following the Money: The Impact of the Investment and Jobs Act on Municipal Bonds By Howard CureAug 8, 2022 Estimating Drawdowns: How Low Can the Markets Go? By Evercore Wealth ManagementJun 30, 2022 ESG: Tough Love in a Changing Environment By Brian PollakJun 30, 2022 Bear Markets: Inevitable but Manageable By Jeff MaurerJun 30, 2022 Gifting and Letting Go: Emotional and Practical Perspectives By Justin MillerJun 30, 2022 What’s in Your (Digital) Wallet? Estate Planning for Crypto and NFT Assets By Tom OlchonJun 30, 2022 Concentrating on High-Quality Businesses By Aldo PallesJun 30, 2022 Q&A with Accolade Partners and Jennison Associates By Evercore Wealth ManagementJun 30, 2022 Investing in a Low-Resource World By John ApruzzeseJun 30, 2022 Independent Thinking panel: Gifting and Letting Go: The Emotional and Practical Aspects of Wealth Transfer By Evercore Wealth ManagementJun 21, 2022 Show More 66 of 319
Before Sunset: Time Is Running Out on the Estate Tax Exemption By Justin Miller, Neza Gallitano and Alex PavelockSep 30, 2024
The Corporate Transparency Act: New Reporting Requirements for Closely Held Businesses By Ruth CalamanApr 17, 2024
Special Needs Trusts: Protecting the Whole Family with Wealth Planning By Karen Francois and Jay SpringerNov 28, 2022
Keeping it in the Family: Open Conversation and Wealth Transfer By Evercore Wealth ManagementOct 18, 2022
Charitable Giving: Driving Greater Impact with Tax-Efficient Donations By Evercore Wealth ManagementOct 18, 2022
Following the Money: The Impact of the Investment and Jobs Act on Municipal Bonds By Howard CureAug 8, 2022
Independent Thinking panel: Gifting and Letting Go: The Emotional and Practical Aspects of Wealth Transfer By Evercore Wealth ManagementJun 21, 2022
Evercore Wealth Management
