Thought Leader Series

Social Impact Bonds: Public and Private Working Together

Jul 24, 2017
Social impact bonds, sometimes known as “Pay for Success” projects, are contracts with the public sector in which commitment is made to pay for improv...

An Integrated Approach to Successful Wealth Transfer

Jul 05, 2017
The adage “Shirtsleeves to shirtsleeves in three generations” became a well-known prophecy because it is, unfortunately, true. And it appears to be tr...

Insights into the Millennial Philanthropist Mindset

May 31, 2017
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. ...

ESG: Keeping an eye on the governors

May 01, 2017
The acronym ESG stands for Environmental, Social, and Governance. It refers to a mode of screening investments that considers environment, social and ...

Balancing Business and Philanthropic Goals may not be Either-Or

Apr 14, 2017
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...

Bitcoin and Virtual Currency – Understanding the Latest in Digital Transactions

Mar 16, 2017
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 ...

The World Outside Our Trump-tinted Window

Mar 13, 2017
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 ...

Two Examples of Different Approaches to Purpose-Built Philanthropy

Mar 10, 2017
One of the fascinating things about philanthropy is its variety. Every philanthropist’s approach is unique based on a number of variables, including r...

Tips on Smart Family Leadership

Dec 05, 2016
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 o...

5 Steps to Becoming a More Strategic Philanthropist

May 11, 2016
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.Th...