Why imposter syndrome is philanthropy’s most expensive hidden cost, and why Gen X women pay the steepest price By: Senior Advisor, Leslie Gross A $124 trillion wealth transfer is already in motion. That sum will move across generations over the next 25 years: the largest in recorded history. A meaningful share will flow through family […]

By: Darcy Addison, Partner and Advisor Recently, several families and foundations have asked us to help them create a plan for “managing growth.” Meaning, as their assets double (and in some cases triple), how will their philanthropic endeavors increase as well. Growth is an exciting “problem” to have, but can also mean an identity shift […]