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 Show More 24 of 69
Independent Thinking panel: Gifting and Letting Go: The Emotional and Practical Aspects of Wealth Transfer By Evercore Wealth ManagementJun 21, 2022
Evercore Wealth Management
