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Dan Sherman

Chief Technology Officer

A WEALTH OF INFORMATION

Dive into the latest insights from our expert team with our personal touch.

What Is Philanthropy? Ways to Engage

What Is Philanthropy? Ways to Engage

June 11, 2026

Creating a Purposeful and Purpose-filled Philanthropy Practice | Part 1 of 3 Philanthropic engagement ...

Monthly Recap – May 2026

Monthly Recap – May 2026

June 10, 2026

May Observations Markets Climb on AI Momentum and Iran Optimism May was another constructive month for...

Prenuptial Agreements: Shared Values, Transparency and Mutual Protection

Prenuptial Agreements: Shared Values, Transparency and Mutual Protection

June 5, 2026

By Anna McDonald, Director of Family Learning A conversation for families navigating prenuptial agreem...

The Five Risks That Can Unravel a Business Overnight — And How to Plan for Them 

The Five Risks That Can Unravel a Business Overnight — And How to Plan for Them 

May 14, 2026

By Michael Torney, J.D., CFP®, LL.M., CEPA When everything’s running smoothly, it might...

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