It’s happened to many of us: The bank calls to warn you about suspicious transactions on your account. So when Donna Carleo of Redondo Beach, Calif., saw her Chase private banker’s name on her cell phone screen, she picked up and answered the questions. Had she authorized a purchase at an Apple store in Texas? […]
Wealth management and finance have traditionally been male-dominated industries, but that’s changing. Women manage more wealth than ever, controlling a third of U.S. household financial assets, equalling more than $10 trillion. By 2030, U.S. women are projected to retain more than $30 trillion in financial assets, according to Kathy Roeser, Managing Director and Wealth Advisor […]
For women navigating a career in business, it is a marathon not a sprint — or so say the panelists at the May 19 Women of Impact virtual event, hosted by Make It Better Media Group. The all-women panel — including Kathy Roeser, Managing Director and Wealth Advisor of Morgan Stanley; Monica Gray-Fong, Chief Operating […]
For women navigating a career in business, it is a marathon not a sprint — or so say the panelists at the May 19 Women of Impact virtual event, hosted by Make It Better Media Group. The all-women panel — including Kathy Roeser, Managing Director and Wealth Advisor of Morgan Stanley; Monica Gray-Fong, Chief Operating […]
My phone has been busier than usual lately. It’s more than the post-Labor Day rush though. It’s due to the article, “Directing Philanthropy to Do the Most Good” that appeared in the September 7th edition of The New York Times. The article is about Princeton professor Peter Singer, who won the 2021 Berggruen Prize, and […]
Learn from Family Finance Experts David A. Handler of Kirkland & Ellis, and M. Zach Mangels, of Private Ocean as we explore essential topics about estate planning, philanthropy, legacy, passing on values with wealth and much more! This will be an interactive event with presentations from each speaker followed by a discussion and Q&A session led by Make It Better Media Group’s Founder […]
Wondering how to protect your privacy, preserve your wealth or manage your family’s assets? Here, experts tackle all of your pressing questions. Right Now Is the Best Worst Time for Estate Planning—How to Take Advantage It wasn’t the most cheerful breakfast conversation, but it was an important one. “Mom,” one of my three kids asked […]
Regardless of your family’s net worth, solid and thoughtful guidance is now more important now than ever.
By this point in the quarantine, you have probably spent more time inside your home than ever before. And you may have noticed shortcomings that never really bugged you before. Sarah Rothschild certainly has. “The windows are open and I hear the birds chirping — and I do not have a porch to go sit […]
The average American household will nearly deplete their annual income with their spending habits. This could be your wake-up call to get your expenses in check. We tend to spend most on food, transportation, and housing; all necessities, of course, but only when budgeted accordingly. When it comes to money management, there is no one-size-fits-all […]
