CMO @FoundationSrc | Founder of @FAmagazine's Private Wealth | re: wealth management, advisory, HNW, family offices, philanthropy, women, fintech
NY-metro
Joined August 2013
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This time next week I'll be talking about building a family legacy with @HomrichBerg's Abbey Flaum and and @CharlesSchwab's Kristie Mitchell at the @FAmagazine Invest in Women conference. Tune in for practical tips and insights.
Hannah Shaw Grove retweeted
.@hsgrove writes, "When you step outside the strict scope of wealth management, your client interactions will reveal more info & insights about them that help you expand your understanding and allow you to offer better, more targeted services." @FAmagazine fa-mag.com/news/the-case-for…
Hope springs eternal... 72% of Gen Zers Think They’ll Be Wealthy One Day, Making Them the Most Financially Optimistic Generation bit.ly/3Qjmzht via @magnify_money
I guess we're at the point where #familyoffices are a concept, not a thing. Read more in Private Wealth @FAmagazine
fa-mag.com/news/the--family-…
Hannah Shaw Grove retweeted
Over half of the counties in the US have no mental health professional. Our client, the Bowman Family Foundation (BFF) discussed the work they are doing in the digital therapeutics industry with @physicianswkly. Head to our latest blog to read more.
ow.ly/AY6B50IaqHq
Interesting piece from @philanthrodaily contrasting the emotional pleas and clinical assessments needed for effective fundraising. As always, the answer is probably somewhere in the middle. philanthropydaily.com/crowdf…
Yes, it's possible to have a culture of philanthropy in a for-profit business. Hear how @iQcreditunion is doing it in @PDXBizJournal --> bizjournals.com/portland/new…
75% of SFOs and 43% of family businesses like the idea of building a dynasty. Find out what it takes --> fa-mag.com/news/what-it-take… #HNW #WealthSecrets
The endowments of family foundations have 12% exposure to #alternativeinvestments. Learn more about this and other trends in @eJPhil --> ejewishphilanthropy.com/fami… #HNW #philanthropy
What's ahead for #elite wealth managers? Hear from eight leaders in this piece from @FAmagazine fa-mag.com/news/elite-wealth…
See what's happening with portfolio growth, asset allocation and fees in family foundation endowments --> new insights on @advisorpedia advisorpedia.com/viewpoints/…
Hannah Shaw Grove retweeted
With the staggering level of need arising in 2020, foundations stepped up. In our recent report we saw that there was greater use of general-purpose grants, allowing recipients to direct funds where they were needed most. Check out the full report bit.ly/3lsaM3y
I can get behind this message. But it's the detail and creativity that went into crafting the message that's really impressive. #showyourwork
npr.org/2021/06/10/100526380…
Family offices have looked to @gatesfoundation as a model for entrepreneurial #philanthropy. More insights from @FT_PWM --> pwmnet.com/Comment/Private-V…
81% of founders see philanthropy as a means to building a personal legacy, compared to just 47% of inheritors. @advisorpedia has more on the differences in generational views on giving --> advisorpedia.com/research/ma…
Hannah Shaw Grove retweeted
"[F]or many of our clients, the most important benefits of a foundation are those that help them ensure that the next generation will be responsible stewards of their values and wealth," writes @hsgrove.
kiplinger.com/retirement/est…
A private foundation is like an estate plan in action, helping the #NextGen develop the skills to handle their inheritance. #familygiving
advisorperspectives.com/arti…
If helping clients give away their money feels counterintuitive to your role as an advisor, join my session at 12:40pm ET today at the @FAmagazine Advisor Growth Summit for why charitable expertise should be part of an advisory practice. faconferences.com/advisor-gr…
Single family offices say that philanthropy is important, but most need help getting more out of their giving. New data from SFOs in @FAmagazine --> Helping Families Make The Most Of Their Philanthropy fa-mag.com/news/helping-fami…
Cool new online platform @openinvestco offers investors #SRI and #impact because "returns don't have to be concessional" bit.ly/2ZhsRTt #Socialimpact