Donor Advised Funds: Basics & Benefits

Donor Advised Funds: Basics & Benefits

The Journal | July 2024

At Burgundy, our legacy of partnering with philanthropic families and managing assets for private family foundations is well established. Recently, a new avenue for charitable giving has gained popula...

Top Legal Considerations in the Transfer of Wealth

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

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

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

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...

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