In the last post, we talked about where the money in your savings and checking accounts are parked. We also touched on credit cards that have a positive impact. But we’re just at the tip of the iceberg! Over the past few years, a dizzying number of ESG or...
In my last post, I described responsible investing broadly. I shared an orientation and some key definitions, a lay of the land, so to speak. We learned that there is no single approach to Responsible Investing, or a single term to describe it....
I’ve built my career in responsible investing, a term that broadly means doing well by also doing good. I got excited about capital markets early on when I realized philanthropic and government funding are not sufficient to solve a lot of our biggest social and...
Family Business philanthropy is not such a strange concept. Philanthropy, by definition, is “the desire to promote the welfare of others, expressed especially by the generous donation of money to good causes.” Many businesses have been founded because of the values...
Marilyn Monroe is a household name that every American, no matter the age, has heard or mentioned at least once in their lives. For estate planners and their family business clients, Marilyn is not only one of the biggest names to grace the Hollywood Walk of Fame but...
As part of a family business, it is often easy to become isolated from the rest of the world, especially if your company does not directly interact with customers. It is all too easy to lose yourself in the day-to-day job until you find yourself doing the same thing...
For many centuries, the idea of women leading anything was deemed ridiculous. When humans started going up the foodchain, men were out hunting while women were tasked to keep the children safe in the caves. During the Victorian Era, women’s purpose were quite...