Philanthropy Advisor
Impact Investing in the Family Office, FOE Spring 2016
We are pleased to announce that our article titled “Impact Investing in the Family Office” has been published in the spring edition of Family Office Elite Magazine! Impact investing, an investing approach that intentionally seeks to create both financial return and positive social return, can be a complicated marketplace. We discuss reasons for getting…
How Family Office Staff Can Support Family Philanthropy
With the holiday gifting frenzy behind us, and now that we’re well into the new year, I’ve been thinking about how wealthy families can sustain the generous (albeit impulsive) spirit of the holidays into more strategic giving throughout the year. Wouldn’t that be a fantastic resolution to keep? While what I like to call “spray…