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.
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...
Welcome to the Party, Pal
The Journal | July 2024
In his speech from this year’s Burgundy Forum, Portfolio Manager Doug Winslow draws inspiration from an iconic action hero to explore investing during a digital revolution. As technology marches...
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....
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 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...
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...