Trend #1 for 2022: Family Offices Are Diversifying Philanthropic Investments

Family offices exist to help wealthy clients manage their resources, which means they’re often responsible for allocating philanthropic contributions. Considering the fact that these offices manage trillions of dollars in assets and the vast majority are engaged in philanthropy, their investments have an opportunity to make a powerful impact. This is why it’s essential for…

Diane Manuel

Why is Sustainable and Responsible Investing Important for Nonprofits and Foundations?

Diane Manuel, CFP, a friend of Starfish Impact’s and Financial Advisor at Urban Wealth Management shares the following guest post about sustainable and responsible investing. Nonprofits and foundations have been central to how we’ve grown and changed as a country. Their goals can include providing services, preserving history, and advocating for political changes. But, what…