In the second episode of their ongoing series, Beyond the Balance Sheet – Where Family Offices Invest Better, Kim Chenevey and Craig Savage talk with Laura Coy, partner and head of Philanthropy and Sustainability at William Blair. Laura shares her hands-on experiences with multiple family offices, trends she is seeing, and practical planning tips for year-end 2025 and beyond.
In their first Beyond the Balance Sheet – Where Family Offices Invest Better podcast, Craig Savage and Kim Chenevey discuss the proliferation of family offices, their shift in focus, and efficiencies to be gained.
Learn more about the Impact Wealth Management team.