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
Family Experience
The Journal | March 2025
Ruth Bastedo is the Vice President, Senior Business Consultant at William Thomas Digital, an independent marketing agency purpose-built to deliver exceptional, tech-enabled customer experiences. A lon...
Explaining Powers of Attorney
The Journal | March 2025
Exploring what you need to know about one of the most critical—yet often overlooked—aspects of estate planning. Lucy Main, partner and co-chair of the Wills, Trusts, and Estates...
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...
Leading the Way for Generational Wealth
The Journal | March 2024
As a third-generation wealth holder and parent to the fourth generation, Christina Sorbara understands the responsibility of managing wealth, which involves navigating family legacy, philanthropy, and...