CATEGORY: Women of Burgundy

Top Legal Considerations in the Transfer of Wealth

Top Legal Considerations in the Transfer of Wealth

The Journal | July 2024

The legal aspects that come with generational wealth and legacy planning are important to consider, as Victoria E. Winter and Audrey A. Shecter of Beard Winter LLP (beardwinter.com) explained...

Giving with Purpose

Giving with Purpose

The Journal | June 2024

What excites you? What inspires you? What breaks your heart? Dr. Sharilyn Hale encourages you to reflect on these questions when selecting the charitable cause that’s right for you....

The Power of Wealth Identity

The Power of Wealth Identity

The Journal | May 2024

Why should we care about our wealth identity? According to wealth psychotherapist Joan DiFuria, understanding the interplay between our personal stories, beliefs, and emotions about money holds signi...

Creating an Extraordinary Legacy

Creating an Extraordinary Legacy

The Journal | May 2024

Wealth has the potential to empower a family, but it can also lead to its downfall. After 35 years of helping clients with their family wealth, Chris Clarke has witnessed both...

The Challenge of Wealth Transfer

The Challenge of Wealth Transfer

The Journal | April 2024

Wealth transfer can be a formidable challenge, whether on an individual level, within a family dynamic, or from a business standpoint. Drawing from decades of research experience, Chief Investment Off...

Leading the Way for Generational Wealth

Leading the Way for Generational Wealth

The Journal | March 2024

As a third-generation wealth holder and parent to the fourth generation, Christina Sorbara understands the responsibility of managing wealth, which involves navigating family legacy, philanthropy, and...

Minerva: Issue 7

Minerva: Issue 7

Minerva | March 2024

Generational wealth means more than the transfer of financial assets from one generation to the next. It is about the transfer of purpose and values that guide our decision-making....

Minerva: The Women of Burgundy Magazine, Issue 6

PDF: Minerva: The Women of Burgundy Magazine, Issue 6

Minerva | March 2023

The sixth issue of Minerva, a publication by the Women of Burgundy. Minerva aims to foster curiosity, confidence and continual growth in investors......

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