Expert Tips and Strategies for Setting Up a Successful Family Office With a Blended Family

Many ultra-high-net-worth families rely on a family office and family law practice to help manage their finances, investments, long-term planning and charitable giving. These services are even more helpful to blended families who may come from different backgrounds, with different assets and different financial histories. To discuss best practices for establishing a blended family office […]

My Family’s Business Didn’t Survive the Big-Box Squeeze — Join Me in Supporting Those That Still Can

I grew up working in our family’s small chain of grocery stores in Indianapolis — appropriately named Richard’s Market Baskets, because my father was Richard Blankenbaker. My jobs included cashier, bagger, produce packager, stocker, fruit basket maker and eventually head night cashier. I even returned from college, work as a US Congressional Aide, and law school […]

8 Tips on Investing with Impact from ESG Leaders Kathy Roeser and Emily Thomas of Morgan Stanley

The most successful investors understand that investing is about more than just compounding cash. Rather, savvy investors use their money to support the most important things in life, because that’s good for their bottom line financially and emotionally. In other words, they look to maximize “social impact” — because burgeoning data demonstrates that the businesses […]

13 Most Powerful Philanthropists and Nonprofit Leaders Driving Change in Chicago and Beyond in 2022

According to the Giving US annual report on philanthropy, published by the Lilly Family School of Philanthropy at Indiana University–Purdue University Indianapolis, charitable giving in the United States increased by 4 percent last year. An Indiana University Lilly Family School of Philanthropy study commissioned by the Chicago Community Trust demonstrated that Chicago is an astonishing 50 percent more philanthropic than any […]

Is ‘Doing Good’ Good for Your Portfolio? How ESG, or Impact Investing, Affects Your Investment Return

There is a growing trend among investment managers and advisors toward offering portfolios that reflect investors’ values as they relate to the environment and social issues. These is in direct response to a growing number of requests from clients who want to use their investment dollars to positively influence the world around them. The push […]

Can Doing Good Also Do Good for Your Portfolio? Two Experts Weigh in on the Benefits of ESG Investing

Make It Better Media Group Founder and Chief Visionary Officer Susan B Noyes recently spoke with Thomas Frank and Craig Ayers, two experienced investors from Whittier Trust in San Francisco, about how they help clients align their personal values with their investment portfolios through socially responsible investing during the virtual event “Is Doing Good, Good […]