Independent Thinking Panel: Mind the (Protection) Gap: A P&C Insurance Primer

Soaring property values and shrinking insurance capacity has left many homeowners dangerously exposed. Adequate limits for umbrella liability insurance can also be difficult to identify. Jeff Maurer, Chairman of Evercore Wealth Management and Evercore Trust Company and guest Scott Carmilani, Executive…

Evercore Publishes Independent Thinking, Volume 47

The latest edition of Independent Thinking, published by Evercore Wealth Management and Evercore Trust Company, is now out. We address asset allocation in a changing investment landscape, and we discuss three aspects of strategic wealth planning: pre-transaction planning for business…

Successful Succession Planning: A Continuous Process

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 –…

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