Views & Insights
Periodically we publish content that puts our principles and views into practice, because education is an essential component of long-term investment success.
CATEGORY: Women of Burgundy
Longevity & Legacy
The Journal | May 2025
Are you designing your best life—or just hoping things fall into place? In this thoughtful conversation from Minerva’s most recent Summit, Julia Chung, financial expert and co-founder of...
The New Map of Life
The Journal | March 2025
With lifespans continuing to rise, wealth management demands even more of our attention. As part of Burgundy’s commitment to helping clients plan for longer lives—enabling them to live...
Minerva: Issue 8
Minerva | March 2025
Since the 1950s, the average global lifespan has increased from 47 to 73 years—an extraordinary 26-year expansion in just seven decades. Addressing this shift requires resources to extend our health...
Top Legal Considerations in the Transfer of Wealth
The Journal | July 2024
The legal aspects that come with generational wealth and legacy planning are important to consider, as Victoria E. Winter and Audrey A. Shecter of Beard Winter LLP (beardwinter.com) explained...
Giving with Purpose
The Journal | June 2024
What excites you? What inspires you? What breaks your heart? Dr. Sharilyn Hale encourages you to reflect on these questions when selecting the charitable cause that’s right for you....
The Power of Wealth Identity
The Journal | May 2024
Why should we care about our wealth identity? According to wealth psychotherapist Joan DiFuria, understanding the interplay between our personal stories, beliefs, and emotions about money holds signi...
Creating an Extraordinary Legacy
The Journal | May 2024
Wealth has the potential to empower a family, but it can also lead to its downfall. After 35 years of helping clients with their family wealth, Chris Clarke has witnessed both...
The Challenge of Wealth Transfer
The Journal | April 2024
Wealth transfer can be a formidable challenge, whether on an individual level, within a family dynamic, or from a business standpoint. Drawing from decades of research experience, Chief Investment Off...