Our vision of wealth extends far beyond the boundaries of the stock market. Read on to discover our observations, explanations, and experiences in helping individuals, families, and foundations build enduring wealth.
In the midst of the coronavirus pandemic, I decided to write a book about charitable giving. As I’ve watched people everywhere respond to the global call to help others, two things have become glaringly clear to me. First, that i...
"When we give cheerfully and accept gratefully,
everyone is blessed."
— Maya Angelou
It’s been a tough year. That’s putting it mildly. Though while there have been many challenges that have come with th...
The CARES Act can boost your giving power
The coronavirus has been devastating for individuals, businesses, and communities the world over. And yet one shining light throughout the pandemic has been the outpouring of love and...
It’s that time of year again when we ponder what we are thankful for. This year we are thankful for our clients. So many of you have dedicated your lives to doing good and giving back to society. One of our clients formed a ch...
