Don't Just Do Something, Stand There

Don't Just Do Something, Stand There

The Journal | June 2024

Guided by advice from the White Rabbit in Alice in Wonderland, CIO Anne Mette de Place Filippini takes us down memory lane at the 25th anniversary of the Burgundy Forum....

The Power of Wealth Identity

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

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 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...

Leading the Way for Generational Wealth

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...

Minerva: Issue 7

Minerva: Issue 7

Minerva | March 2024

Generational wealth means more than the transfer of financial assets from one generation to the next. It is about the transfer of purpose and values that guide our decision-making....

3 for 30

3 for 30

The View | February 2024

Can you distill a three-decade career down to three essential lessons? On the heels of his 30th anniversary, Portfolio Manager David Vanderwood is up to the challenge. In this View...

Transitioning a Family Business

Transitioning a Family Business

The Journal | January 2024

Are you a family business owner grappling with the challenges of generational transition? You're not alone. The next generation has a different vision for their future, and the family business...

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