Worth’s Millennial Mindset Report reveals what makes well-off folks around their thirties stand out from earlier generations and mainstream peers. (Worth)… Read the rest
Latest UBS survey of ultra high net worth family offices shows high enthusiasm for artificial intelligence and other tech investing. (Read on Worth)… Read the rest
Latest UBS study finds swings in how and where family offices invest, reflecting economic, geopolitical, and environmental trends. (Worth)
Some Millennials and Gen Zers are looking more towards remaking business and society than writing checks to museums and alma maters. (Read on Worth.)… Read the rest
Progressive and conservative groups unite on a study claiming public disapproval of how the wealthy give, or don’t give, money away through “DAFs.” (Worth)
Traditional philanthropy appeals less to newer socially conscious generations, who focus on building sustainability into their businesses. (Worth)… Read the rest
