Reflecting on New Ways to Connect

Thanks to Veris Wealth Partners for allowing us to cross-post this article from their site. by Lori Choi, Partner & Wealth Manager at Veris Wealth I recently had the pleasure of attending the Transforming Family Philanthropy Retreat with an inspiring group of...

Two months+ (!?!) after CTTFP

After some necessary prodding from the delightfully persistent Mike G, I am finally posting some reactions I had to Creating Change through Family Philanthropy.  This is partly me calling myself out — one step towards being accountable to myself and others.  But...