Strategic Philanthropy

Connect more meaningfully with your giving and gain confidence that your philanthropy will create the change you want to see in the world.

Is a Personal CFO Right for You?

Friday, January 12, 2018

As Personal CFOs, we work with clients to see the big picture—their total balance sheet and how everything works together. We also painstakingly catalog and analyze every detail, understanding how each component fits into the broader, holistic plan.

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Managing Money Concepts: How Do We Teach Our Kids?

Friday, June 17, 2016

The school year has nearly ended, or may already have ended for your children. With summer comes the opportunity for quality time spent together. This may include vacations or family dinners, each of which open up the landscape for conversations around money management. Your child may be a college student, a high school student getting

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