Philanthropy

Not long ago, I was helping a client prepare for a conversation with a nonprofit she deeply cared about. She wanted to give, but she also...

One of the most common questions I get from nonprofit leaders is, “Do you know anyone who might give to our cause?” It’s an honest...

In my work managing investments for ultra-high-net-worth families, I’ve had the privilege of working with clients who care deeply about...

One of the unexpected joys of managing wealth for families isn’t just seeing numbers grow—it’s witnessing generosity in action. Over the...

The Story of a Daughter, a Fortune, and the Map She Didn’t Know She Needed Her name was Emily. She was 36. A tech executive in New York,...

The Story of a Party, a Conversation, and a Quiet Revolution in Giving Earlier this year, I found myself at one of those unforgettable...