What Happens when Millennials Take Charge?

As 2016 comes to a close, we are happy to share with you the feature story in Barron's Penta's December 10th issue that portrays millennials across the country who are taking philanthropic impact to new heights and implementing values-based investing within their family foundations. 

Wealth & Giving Forum is pleased to have been consulted by Barron's on this story...

"The new generation is coming into the conversation with positive energy and values grounded in facts and analysis. There’s learning taking place on both sides.”

Please click here to read more.