A lot of charitable giving happens in a mad rush at year-end, for many good reasons. But wouldn’t it be great to start earlier in the year, with a p...
“We love to serve” is one of LNW’s core values, and LNW CEO Kristen Bauer explained why in her quarterly message to clients earlier in October...
Updated June 1, 2025 When prospective clients contact us, they sometimes ask why people choose to join family offices over traditional brokerages like...
The Federal Reserve’s 50 basis point rate cut on Wednesday caught markets off guard, as most economists and market participants had expected a 2...
What will be relevant 100 years from now? Or even 10 years from now. With so much change in the world – environmental, political, social, technologi...
Every morning we wake up and expect the usual: our usual morning beverage, weather that we like or not, perhaps a morning commute. What we don’t exp...
Yesterday was the last day of the Democratic National Convention in Chicago, and we are now just over 70 days away from the U.S. elections that will d...
Trust-based philanthropy has been gaining ground in the 2020s, providing a way to reframe the relationship between donors and nonprofits in a more pro...
Perspective is key during major market movements. And so we proactively communicate our thoughts to clients when those happen, especially if on the do...
