Independent Thinking

The New Standard in Wealth Management. Evercore Wealth Management delivers independent advice and thoughtfully designed wealth management solutions.

[Independent Thinking @EvercoreWealth]

Welcome to the latest edition of Independent Thinking, the journal of Evercore Wealth Management and Evercore Trust Company.

To read the full publication click here: https://t.co/zasMBJx6op

[Independent Thinking @EvercoreWealth]

Evercore Wealth Management was named to the @barronsonline annual ranking of top 100 independent U.S. Registered Investment Advisors for 2023 (9/15/2023).

Learn more on our website, https://t.co/slCeK53PTI, or email us at [email protected].

[Independent Thinking @EvercoreWealth]

Evercore Wealth Management is again ranked among the leading Registered Investment Advisors (RIAs) for 2023 by Financial Advisor (7/14/23). We are pleased that our integrated approach to wealth management resonates with clients and that our firm continues to grow.

[Independent Thinking @EvercoreWealth]

Just when parents think they have figured out each child, they can change again, as subtle differences in temperament and experiences compound. So how can parents (and grandparents) of more than one child plan accordingly?

Read more: https://t.co/3Aa6rn3eTr.

[Independent Thinking @EvercoreWealth]

A business owner caught up in the stress and time-consuming work of negotiating and structuring the sale of their company can lose sight of what the transaction can mean at the personal level.

Read more: https://t.co/TlGah7IogE.

[Independent Thinking @EvercoreWealth]

While we invest the defensive portion of balanced portfolios predominately in high-quality, investment grade municipal, corporate and Treasury securities, this high-interest rate environment provides additional opportunities. Read more: https://t.co/FzqepwhQMt.

[Independent Thinking @EvercoreWealth]

For almost 13 years, the very best investment returns came from some of the best-known components of the easiest-to-invest-in asset class. However, that era ended a year ago.

Read more: https://t.co/4OkIGEZN0q.

[Independent Thinking @EvercoreWealth]

There are two types of financial plans: the ones that sit in a drawer (or email box) and the ones that are regularly revisited and refreshed. The latter are a lot more useful. Read more: https://t.co/VW45CYQE2c

[Independent Thinking @EvercoreWealth]

If 75 is the new 60, we need to make our wealth last, to support active and longer lives. If properly managed, wealth can buy fun now and then peace of mind (and great medical care) when needed. Read more: https://t.co/9jFUGABXlN.

[Independent Thinking @EvercoreWealth]

Howard Cure, National Director of Municipal Bond Research, writes in “Mass Transit Systems: Lawmakers All Aboard (For Now)” that there may be opportunities for bond investors in this sector. However, he notes that questions remain. Read more: https://t.co/1whkkQHDv1

[Independent Thinking @EvercoreWealth]

Welcome to the latest edition of Independent Thinking, the journal of Evercore Wealth Management and Evercore Trust Company.

We continue to journey ahead in these tumultuous markets. To read the full publication click here: https://t.co/1RZlVX5WRZ

[Independent Thinking @EvercoreWealth]

Evercore Wealth Management was named to the Barron's annual ranking of top 100 independent U.S. Registered Investment Advisors. The ranking, can be viewed here: https://t.co/BnpdUYQu0Y, includes considerations such as assets under management, experience, staff diversity, etc.

[Independent Thinking @EvercoreWealth]

@justinmilleresq, National Director of Wealth planning at Evercore Wealth Management, observed that Patagonia founder Yvon Chouinard saved as much as $1.2 billion in tax on his $3 billion donation to environmental causes. Read the @BusinessInsider article: https://t.co/LXWixdNQ4F

[Independent Thinking @EvercoreWealth]

Thanks to our guest speaker Ann Koerner and our Partners Jay Springer and Karen Francois for the terrific discussion on Special Needs: Protecting the Whole Family with Wealth Planning. To learn more about Evercore Wealth Management please visit https://t.co/m8ifBCrMvv

[Independent Thinking @EvercoreWealth]

Our San Francisco Evercore Wealth & Trust team was excited to sponsor and attend the 18th Annual Kasner Estate Planning Symposium. @justinmilleresq, our National Director of Wealth Planning, presented on strategies for helping clients plan around crypto.
#wealth #taxes

[Independent Thinking @EvercoreWealth]

Making significant gifts to loved ones is arguably one of the most fraught wealth decisions. Emotionally, we need to balance the joy of giving during our lifetimes with a potential loss of control and the prospect of unintended consequences. Read more: https://t.co/InE6ngJ74i

[Justin Miller @justinmilleresq]

When donating to a donor advised fund, you need STRICT—not substantial—compliance with a contemporaneous written acknowledgement (CWA) that the donee "has exclusive legal control over the assets" under §170(f)(18). Keefer v. U.S. (8/10/22).
https://t.co/fq9pWyjNxR

[Independent Thinking @EvercoreWealth]

What are the tax implications for those who trade, receive, or sell NFT’s? Justin Miller, National Director of Wealth Planning, speaks on the importance of checking each IRS box correctly. Read Karen Hube’s @barronsonline article here: https://t.co/SPBk81Hvcq

[Howard Cure @HowardCureMunis]

My latest piece on the rollout of the Infrastructure Investments and Jobs Acts. The IIJA will substantially impact state and local municipalities. #Bond investors should pay close attention, especially to revenue system opportunities. Read more: https://t.co/eRSKPyKLMh

[Independent Thinking @EvercoreWealth]

Some early investors in #cryptocurrency and non-fungible tokens, or #NFTs, have accumulated significant wealth. But the extreme volatility of these assets are good reasons to think long and hard about managing them in the context of estate planning. Read: https://t.co/Lg58qQNzQH