As philanthropists come to think of themselves as social investors, non-profits must also redefine themselves as "for-purpose" institutions that can aid in identifying opportunities across the investment spectrum.Read More
Despite having established clever estate planning structures that work well when all family members live in the same country, affluent families may find that those same structures present unique and unexpected challenges when a member of the family lives abroad and gets divorced.
The success of the Yale Investment Office's “Yale Model" has dramatically impacted how endowment assets are invested. But there are limits to this model in a planned giving context, suggesting the need for a different approach.
Head of Private Business Advisory Eric Czepyha discusses how corporate tax law changes have helped create a favorable climate for corporate mergers and acquisitions.
Richard Davis-Lowell sat down with the San Francisco Business Times to discuss how his activism with the LGBTQ community has been a through-line in his financial services career and in his philanthropy, which focuses on supporting the next generation of activists through the Horizons Foundation.
The Head Of The Charles Regatta today announced that it has renewed its partnership with BNY Mellon, extending the investment management leader’s role as Presenting Sponsor and Official Investment & Wealth Management Sponsor for five years.
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