Thought Leader Series
After an unsolicited offer from a competitor, a family reflects on what they’ve built and the uncertain road ahead.
The majority of family-owned businesses have no formal...
Social Impact Bonds: Public and Private Working Together
Social impact bonds, sometimes known as “Pay for Success” projects, are contracts with the public sector in which commitment is made to pay for improved social outcomes,...
Insights into the Millennial Philanthropist Mindset
Trillions of dollars are beginning to shift within ultra-high net worth families to a new generation of heirs, according to a recent Accenture study. As this transfer of...
ESG: Keeping an eye on the governors
The acronym ESG stands for Environmental, Social, and Governance. It refers to a mode of screening investments that considers environment, social and corporate governance...
Balancing Business and Philanthropic Goals may not be Either-Or
As an entrepreneur or small business owner first starting out, you may have the desire to make philanthropy a core principle of your business but feel you have to put that...
Bitcoin and Virtual Currency – Understanding the Latest in Digital Transactions
When performing an analysis of a client’s unique personal risk profile, we often find that their assets relate to their special interests. Whether it is a passion for fine...
The World Outside Our Trump-tinted Window
You can’t have a conversation about the future of the global economy these days without the subject of US presidential politics coming up. From trade to immigration to tax...
Two Examples of Different Approaches to Purpose-Built Philanthropy
One of the fascinating things about philanthropy is its variety. Every philanthropist’s approach is unique based on a number of variables, including resources, talent,...
Tips on Smart Family Leadership
When the family friend of Dustin Hoffman’s character in the 1960s film The Graduate took the young man aside to offer him career advice, he had just one word of advice for...
5 Steps to Becoming a More Strategic Philanthropist
Many of today’s ultra-wealthy philanthropists are looking for smart ways to make their donation dollars work hard for causes they care about deeply.
They often value...