2098 Results for “” in Team

Your family’s charitable giving is an important aspect of your family’s legacy.  We know a thing or two about legacy.  Since the humble beginnings of Bridges Trust in 1945, we have been invested in giving.  Our philanthropic commitment to our clients and the community is a cornerstone of our business today. We are dedicated to helping you build a philanthropic Read More

Be Well Do Good is a philanthropy consulting enterprise founded on the conviction that we thrive when we live lives of purpose, aligned with our values, built on a foundation of integrity and wellbeing. From that place, we can do more good in the world, by bringing to bear the resources and the shared sense of possibility that are imperative Read More

We’re investment managers from California. Working side-by-side with advisors and institutions, we craft personalized, tax-optimized SMAs (separately managed accounts) that reflect the individuality of each investor. Learn more. Read More

I work with family and private foundations to help successfully navigate key transition moments:  start-up, ramping up, strategic and succession planning, and spend-down.  A common thread in this experience has been developing shared agreement among diverse participants, incorporating experiential learning, and knowing how to operate in dynamic “gray” areas. My work as a grantmaker and advisor has spanned place-based, issue-oriented Read More

Paige MacLean is a philanthropic advisor with a passion for creating connections between high net-worth individuals and families and impact-driven initiatives and leaders. Paige has deep expertise in the social sector with over 25 years as a non-profit founder, leader, strategic consultant, and advisor. Paige thrives on addressing diverse challenges and welcomes clients with a wide variety of interests as Read More

Watermark Philanthropic Counsel helps those who give, give well, engage their families, and channel their wealth and influence for good.  Led by Dr. Sharilyn Hale, Watermark works with leading philanthropists, generous families, and social purpose organizations across Canada and the Caribbean helping them achieve greater confidence, clarity, and results in their giving and social impact. We help you: Clarify your vision, direction, strategy, and structure Read More

Learn more about Pathstone here. Read More

The Krim Group (TKG) helps individuals and families plan and execute their charitable giving strategies.  Our mission is to ensure our clients create a lasting legacy of giving that aligns with their personal values and financial objectives for generations to come.   We begin by conducting a comprehensive assessment of the client’s giving history, philanthropic goals, and personal values. We will Read More

Veris Wealth Partners is an independent, majority woman-led firm that serves as investment consultants for endowments and foundations and as wealth managers for high-net-worth individuals and families. Veris aims to help our clients achieve their financial goals while aligning their portfolios with their values and mission. With deep knowledge of the sustainable investing landscape and relevant financial, environmental, social, and Read More

Evelyn Huang is a dynamic entrepreneur and dedicated educator who thrives at the nexus of family and finances. She holds an unwavering commitment to helping individuals and organizations harness the power of money to create fulfilling lives. As the cofounder of Ruby Money, Evelyn is leading the charge in providing a financial backbone for solopreneurs, ensuring that the pursuit of entrepreneurial Read More