Wealth Management

Instilling Family Charitable Values Across Generations

By Tony Maiorino When hearing or reading the words “wealth transfer,” many naturally think of it strictly in the financial sense—the moving or shifting of wealth and assets from one generation to another. While that’s entirely accurate, there’s another facet that should also be top of mind: the passing down …

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Corporate PhilanthropySummer 2025 Issue

Why business owners should include corporate philanthropy: Five key benefits

By Tony Maiorino For incorporated business owners, corporate giving can exist in many ways and offer a range of benefits. Looking at it from a holistic lens, we know that the act of corporate philanthropy, regardless of the form of giving, is integral for creating meaningful impact in and across …

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