A middle-aged woman with gray hair, wearing a white blouse, sitting at a desk with a pensive expression, in an office setting with plants and a laptop.

Thought leadership
for the curious investor

Emerging insights, trends, perspectives,
and resources for greater context.

For those who love to listen

For those who love to watch

For those who love to read

A colorful illustration of a person standing on two large pink hands holding a red heart between them, with sparkling stars in the background.

LEGACY & PHILANTHROPY

The Power of Perpetual Giving

In recent years, my colleagues at Independent Wealth Partners and I have noticed that philanthropy is becoming more front-of-mind with clients.

Be proud of your present,
and excited about your future.