Your Legacy in Unprecedented Times

These are our greatest assets—not our traditional “financial” assets, but our human and creative assets. These are the assets we should be seeking to grow more than out financial portfolios.


Impact Investing—What About Impact Planning?

Just as this young generation is being intentional and purposeful with their financial assets through impact investing, so too must they be purposeful and intentional with their non-financial assets through impact (or legacy) planning.