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 Echoes of the Past in a New Economy By Brian PollakMar 3, 2022 Powering Up: Technology Continues to Drive the Markets By John ApruzzeseMar 3, 2022 Now What? Time to Revisit Goals By Jeff MaurerMar 3, 2022 Preparing the Next Generation for Success By Justin MillerMar 3, 2022 Illiquid Alternatives: Looking for Diversification and Alpha Opportunities By Stephanie HackettMar 3, 2022 Investing in a Digital Future By Michael KirkbrideMar 3, 2022 A Formula for Maximizing Gift Exemptions By Alex Lyden-HornMar 3, 2022 Q&A with SROA Capital By Evercore Wealth ManagementMar 3, 2022 Changes at the Top: the New York Muni Outlook By Howard CureOct 19, 2021 Inflation Hedges: What’s in Your Portfolio? By John Apruzzese and Brian PollakOct 19, 2021 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 Estate Tax Planning: Act Now, Before It’s Too Late By Justin MillerOct 19, 2021 ESG and Inflation: Short-Term Pain, Long-Term Gain By Michael KirkbrideOct 19, 2021 Q&A on Global Health Sciences with Jennison Associates By Evercore Wealth ManagementOct 19, 2021 Crossing the Delaware: Directed Trusts For Complex Families By Alex Lyden-HornJun 24, 2021 Constructing a Family Financial Scaffold By Jeff MaurerJun 24, 2021 New York City: Love It or Leave It? By Howard CureJun 24, 2021 Tax Change Proposals: Don’t Panic, but Start Making Plans By Evercore Wealth ManagementJun 24, 2021 Who’s Afraid of Inflation? By John ApruzzeseJun 24, 2021 Sustainable Investing: What’s it to You? By Brian PollakJun 24, 2021 Jason Sobol on Business Transaction Planning By Jason SobolFeb 26, 2021 Waiting for Another Brief and Shining Moment: Preserving the Arts By Jeff MaurerFeb 26, 2021 What Next? Investing in a Changed World By John ApruzzeseFeb 26, 2021 Home Is Where the Tax Exemption Is: Placing Property in Trust Now By Tom OlchonFeb 26, 2021 Time to Plan for Progressive Tax Changes By Pam LundellFeb 26, 2021 Inflation, But Not As We Usually Know It By Brian PollakFeb 26, 2021 Connecting the Blocks: A Blockchain Primer By Evercore Wealth ManagementFeb 26, 2021 Great Business Transitions Take a Team By Ashley FerrielloFeb 26, 2021 Q&A with Atul Rustgi of Accolade Partners By Atul RustgiFeb 26, 2021 Q&A An Evercore Real Estate Roundtable, Hosted by Stephanie Hackett By Stephanie HackettOct 29, 2020 We’ve Got This: Aging with Grace and Joy By Jeff MaurerOct 29, 2020 Beyond the Balance Sheet: Planning for Generations By Kate MulvanyOct 29, 2020 At a Crossroads: Another Way to See the Equity Markets By Michael KirkbrideOct 29, 2020 A Time to Diversify: Reassessing the 60/40 Portfolio By John Apruzzese and Brian PollakOct 29, 2020 Sticking with the Plan: Wealth Strategies Ahead of Tax Increases By Julio CastroOct 29, 2020 The State of the States: The Municipal Bond Outlook By Jim Holihan and Howard CureOct 29, 2020 Bridging the Disconnect: The Markets and the Economy By John ApruzzeseJul 6, 2020 Mind the Gap: Fiduciary Risk in ESG Investing By Chris ZanderJul 6, 2020 Prepared for Anything with Good Technology and Good Advice By Jeff MaurerJul 6, 2020 Planning and Thriving in a Digital Age By Ashley FerrielloJul 6, 2020 COVID-19 Response Diagnosis: Inflation or Deflation? By Brian PollakJul 6, 2020 Patient Capital in a Turbulent Market By Tim Evnin and Michael KirkbrideMar 30, 2020 A (Temporary) Breach in the Defensive Line: Municipal Bonds By Steven Chung and Howard CureMar 28, 2020 Bets Off: The Trade Behind Recent Market Volatility By John ApruzzeseMar 28, 2020 Cyber Smart: Questions & Answers in Practicing Self-Defense By Kate MulvanyMar 28, 2020 Time to Plan? Five Powerful Wealth Transfer Strategies By Evercore Wealth ManagementMar 28, 2020 Staying Focused When the Going Gets Tough By Jeff MaurerMar 28, 2020 Weathering the Storm: Portfolio Investing in a Pandemic By John ApruzzeseMar 28, 2020 Keeping Calm in a Market Panic By Evercore Wealth Management Mar 9, 2020 Q&A with Muzinich By Michael McEachernDec 18, 2019 What’s Up with Negative Interest Rates? By Brian PollakDec 17, 2019 The Future of Mobility By Elsa FerreiraDec 17, 2019 Business Transition Planning: It’s Personal By Daniel StolfaDec 11, 2019 Hidden Risks in Selling a Business By Stacie PriceDec 11, 2019 Taking the Reins: An Interview with Chris Zander By Evercore Wealth ManagementDec 11, 2019 Powerful Protection in a Low Interest Rate Climate By John ApruzzeseDec 11, 2019 Time to Retire? By Jeff MaurerDec 11, 2019 Delayed Impact: the U.S. Deficit and Investors By John ApruzzeseAug 1, 2019 Gray Divorce: Dividing Assets in Middle Age By Jeff MaurerAug 1, 2019 Show More 126 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
Illiquid Alternatives: Looking for Diversification and Alpha Opportunities By Stephanie HackettMar 3, 2022
A (Temporary) Breach in the Defensive Line: Municipal Bonds By Steven Chung and Howard CureMar 28, 2020
Evercore Wealth Management
