A few years ago, I sat in on a donor meeting with a nonprofit I was advising pro bono. The executive director launched right into the...

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...

I’ve spent the better part of my career advising ultra-high-net-worth families—many of whom run their own family offices—on investments,...