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Institutions Insights

Kyle Adams

Partner

Institutions

The Outsourcing Landscape: A Field Guide to OCIO Services

August 12, 2026 - At nonprofits, foundations, and other mission-driven organizations, the investment office is being asked to do more in an increasingly demanding environment. Funding sources are under…

Kyle Adams, Partner
Institutions

Our Institutional Consulting Real Assets Outlook

June 1, 2026 - Modest economic growth with a side of volatility  We expect moderate positive growth that surprises to the upside over the next year. Fiscal and monetary…

Kyle Adams

Partner

Institutions

Why Nonprofits Should Embrace OCIO

January 20, 2026 - In today’s increasingly complex investment landscape, nonprofit organizations face growing pressure to steward capital responsibly while advancing their missions. As a result, many nonprofits are…

Kyle Adams, Partner

Theodore D. Schneider

Partner

Institutions

Nonprofits: Planned Giving Strategies for Donors

January 10, 2023 - Having focused discussions with potential donors regarding planned giving strategies is an effective tool to encourage donors to complete an annual gift and can help…

Theodore D. Schneider, Partner

Susan Hartley-Moss

Partner

Institutions

Compensation Considerations for Foundation Insiders

June 9, 2022 - Many foundations have family members serve on their board, however sometimes foundations have trouble deciding whether or how much to pay those family members. Careful…

Susan Hartley-Moss, Partner

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Dustin Ribergaard

Principal & Client Experience Director

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Stephanie Bellisario

Principal & Client Experience Director

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Dustin Ribergaard

Principal & Client Experience Director

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James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: August 2026 Economic and Market Outlook

August 4, 2026 - In our August outlook, Partner and Chief Market Strategist Jim Lebenthal walks through why our view of the market remains positive despite key risks. We…

Individuals and Families

California’s 2026 Billionaire Tax: What Ultra-High-Net-Worth Families Need to Know—and Strategies You Can Still Use

August 11, 2026 - California has placed a one-time wealth tax before its voters. If you have a net worth approaching or exceeding $1 billion and any connection to…

James Lebenthal and Amita Schultes

Economic and Market Outlooks

Webinar Recording: Q3 2026 Market & Economic Outlook

July 24, 2026 - Join our Investment Office as they review key market trends from the second quarter and share their outlook for the remainder of the year. This…

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