Thought Leader Series

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 o...

The adage “Shirtsleeves to shirtsleeves in three generations” became a well-known prophecy because it is, unfortunately, true. And it appears to be true in virtu...

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 tra...

The acronym ESG stands for Environmental, Social, and Governance. It refers to a mode of screening investments that considers environment, social and corporate g...

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 t...

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 passio...

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 immigrat...

One of the fascinating things about philanthropy is its variety. Every philanthropist’s approach is unique based on a number of variables, including resources, t...

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 ...

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 va...

Margaret hired the neighborhood girl down the street to watch her children a couple days a week and run some simple errands for her. She never imagined that when...

  In our work with ultra-wealthy families, we have seen that those families face some fairly unique risks that ord...

 Recently, I was reflecting on how uncertainty impacts our lives.

 "I'm wondering if it's time for us to add outside experts to our advisory board," Julie Jacks mused aloud to her ...

 Recently, a family I advise came to me looking to plan a family meeting. Inevitably, the question came up: “Well,...

Stop for a moment and think about the leaders in your world. Consider friends, family members, teachers, colleague...

For many, owning a horse is the realization of a lifelong passion. However, it can also increase your risk of fina...

CFOs are increasingly using Accounts Receivable (A/R) Insurance as a strategic tool to support business growth.A/R Insurance, also known as Trade Credit Insuranc...

A client of mine once characterized Wealth Integration as a “fiscal physical.”