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Featured Member: Meredith Straight
This month, the Institute spotlights our quarterly conversation with Meredith Straight of Renkert Thomas Consulting. Meredith speaks to the importance of staying connected to a values-aligned professional community. She offers perspective for younger professionals entering…
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Welcome to the Institute: Pat Soldano and John Marino from the Policy & Taxation Group
Welcome to the Institute: Pat Soldano and John Marino from the Policy & Taxation Group…
Three Ways You Can Support Diversity, Equity and Inclusion
While the opportunity to create and sustain wealth has been limited for many people of…
Roundtable Replay: The Family Business in Transition: Rethink, Rebalance, Reinvent
Roundtable Replay: The Family Business in Transition: Rethink, Rebalance, Reinvent Passing the reins of the…
Institute Spotlight: Dennis Jaffe
As part of the Institute’s mission to provide educational content and opportunities to engage with…
Reimagining Family Business Transitions: Rethinking, Rebalancing, Reinventing
Successfully passing the reins of the family business to the next leader or owner is…
Quarterly Newsletter: Volume 1, January 2023
In the inaugural issue of the Quarterly Newsletter, you will find a Letter from the…