Wealth Transfer and Family Conflicts

Wealth Transfer and Family Conflicts

Estate planning is both a practical and emotional process. Often with children and inheritance the idea of when and how to give our money away can make us feel uneasy. It evokes various feelings and highlights our relationship with money, with our children and...
They’re showing us the money! What do we do now?

They’re showing us the money! What do we do now?

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...

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