Why the Questions Your Wealth Manager Asks Matter Most

When families interview prospective wealth managers, they typically focus on the answers they receive. Michael Gold Westport, Connecticut, thinks they should pay closer attention to the questions being asked. Gold, who leads Gold Family Wealth and has more than 25 years of experience with entrepreneurs and multigenerational families, has observed a consistent pattern: advisors who […]

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Judd Zebersky on Philanthropy and Purpose at Jazwares

Judd Zebersky built Jazwares into a global toy company over nearly 30 years, but from the beginning he treated giving back as part of the company’s identity rather than an afterthought. Jazwares Cares, the organization’s philanthropic arm, was established at the company’s founding and has donated millions of toys over the years. Zebersky stepped down […]

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Western Pennsylvania Conservation Colcom Foundation’s Lasting Land Legacy

For nearly 30 years, the Colcom Foundation has worked to protect and restore natural landscapes across Western Pennsylvania. Founded in 1996 by Cordelia Scaife May, the foundation has channeled more than $500 million in grants into conservation efforts that have permanently altered the region’s ecological landscape for the better. Protecting Land and Water Colcom Foundation’s […]

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Justin Nelson’s JP Morgan Team Model Prioritizes Depth Over Transactions

Ask most financial professionals what defines a successful advisory team, and the answers cluster around performance: returns, client satisfaction scores, assets under management. Justin Nelson, who leads a 20-person group at J.P. Morgan Private Bank in Connecticut, offers a different framework. His team’s success, as he describes it, is measured in relationship quality and collective […]

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Michael Polk on Why the CEO Role Must Evolve

The image of the chief executive as a distant, untouchable visionary may be giving way to something more grounded. Michael Polk, former CEO of Newell Brands, believes the role is changing and that leaders who refuse to adapt will be left behind. After more than 40 years leading companies of vastly different sizes, Polk has […]

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