Blog // Category Archives: Blog

This #AskMeAnything (AMA) focuses on the most commonly asked questions posed by family business leaders […]

Legacy plan marketing and advisory services tends to focus on heterosexual, married couples, where the wealth is created by one spouse or inherited. So what does legacy mean for those who do not fit that description? This article explores what a legacy looks like when you don’t have children and you created your own wealth.

The most generous distribution of funds is at Christmas time, but philanthropy is more than just the outflow of capital resources. While it is definitely seen as a financial transaction in response to an emotional experience, when we work with our clients, we take a deeper approach to charitable giving. At your philanthropic disposal are four resources – Time, Talent, Treasures and Ties. Throughout the year, you might have more less of these resources at your disposal. Of all of them, only your treasures are renewable, you can’t get time back… so it is important to determine where, when, and how to leverage or invest the other types of capital.

Tapping into special days like Earth Day to plan for transformative giving and legacy planning.

In the Spring 2019 issue of the Stanford Social Innovation Review there is a segment […]

Women’s roles in philanthropy have evolved over time from sisterhood groups of biblical times to Victorian England’s Benevolent Aid Societies, which were the first documented organized women’s groups focusing on volunteerism and charity.

They say that nothing is certain except death and taxes. Since those two things are inevitable, what can be done to make them less stressful? This is where Philanthropy 3.0 comes in. As a planning tool, Philanthropy 3.0 can work towards wealth management, tax planning and establishing a living legacy that can be an emotional comfort for your friends, family and community upon your passing.