Chances are, you’ve already begun to notice that a major transfer of wealth is happening as your Boomer clients establish financial and estate plans to pass their wealth to their Gen X, Gen Z and Millennial children. 

Charitable giving can have positive effects on a donor’s mental and physical health. Help make them happy! 

A look at three local philanthropists who used estate planning to support the good work of nonprofits in perpetuity

Working with our donors is a privilege. One way we connect with them is through donor briefings during which we share what we know about our community - its issues and opportunities - and the people and institutions working to make it vibrant.

An investment management commentary for periods ended December 31, 2016