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Incorporating philanthropy planning and giving into the family office structure is a powerful tool to help transform communities and create lasting legacies. For family offices, philanthropic giving has benefits beyond strictly financial. See how having a philanthropic vision for your family office can optimize resources while also creating a positive social impact and strengthening family bonds. Finding a Philanthropic Purpose Each family office will have their own reasons for giving, so estab

What Are Alternative Investments? Alternative investments indicate assets that aren’t considered “conventional” investment types, like stocks, bonds, and cash. Alternative investments might include private equity, hedge funds, managed futures, real estate, commodities, and derivatives contracts. { "@context": "https://schema.org", "@type": "DefinedTerm", "@id": "DefinedTerm", "name": "Alternative Investments", "description": "Alternative investments indicate assets that aren’t consi

What is Impact Investing? Impact investing is the process of aligning various preferred values with the generation of financial returns. There are a number of ways investors choose to approach impact investing, all largely dependent on what values investors choose to align with. While the most commonly understood use of impact investing is an emphasis on support for environmentally-friendly investments, other themes include: { "@context": "https://schema.org", "@type": "DefinedTerm", "@

New York, February 22, 2021 – Wealthspire Advisors unveiled today a suite of impact investing solutions for clients seeking to align their investments with personal values. This new comprehensive offering includes customizable investment portfolios as well as a set of tools designed to support multi-generational relationships and encourage conversations around values-based investing with family members. The ultimate goal of the Wealthspire Advisors solution is to allow clients to reflect and su

New York, November 14, 2019 – Wealthspire Advisors has announced its engagement of Align Impact, an impact investing advisory firm based in Santa Monica, CA, with offices also in Denver and New York City. “We are very excited to be working with Align Impact”, said Wealthspire Advisors Managing Director Glen Macdonald who is spearheading the firm’s impact investing initiatives. Macdonald added that “Align Impact has established itself as a leader in the impact space and has deep expertise across