Recent Insights

In the Behind the Advice series, Globe Advisor asks advisors about their relationship with money from a young age, the lessons they’ve learned over the years, and how those experiences shape the advice they give clients.

In the Behind the Advice series, Globe Advisor asks advisors about their relationship with money from a young age, the lessons they’ve learned over the years, and how those experiences shape the advice they give clients.

Over the years, I have been part of many conversations with families considering meaningful charitable commitments. Often, their intention is clear. They care deeply about the causes they support, and they want their giving to reflect both gratitude and responsibility. The question is not…

Should philanthropic clients make significant charitable donations in their lifetimes or in their estates?