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We’re a family-owned wealth management firm dedicated exclusively to serving private families and family foundations. We offer integrated investment, financial, legacy and administrative services – all aimed at helping our clients achieve their mission and a personalized vision of what matters most in their lives.
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Investment Insights: Q1 Commentary - The Tortoise or the Hare?

> Read Ron's commentary here

Next Gen: Getting to know our successors

Our next generation of investors, philanthropists, wealth owners and entrepreneurs is finding its place in our socio-economic universe. And, if our recent event in Seattle is any indication, we will do well to pay attention to what these Millennials are saying, thinking and doing.

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"Innovative Philanthropy" - Investing in Passion: Threshold hosted a Feb. 27 discussion at The Hub in Seattle. Eric Stowe and Vijay Talwar, of Splash.org, joined Richard Woo in talking openly about how they have managed a major philanthropic gift -- and its potential for providing clean water for kids in need. Here are some brief audio excerpts from the event...
 > Event Overview

> Audio Excerpt 1: Richard Woo and George Russell walk on the beach

> Audio Excerpt 2: Eric Stowe and his first big pitch

> Audio Excerpt 3: Richard Woo and a story of "the haves and have nots"

> Audio Excerpt 4: Vijay Talwar on principals of innovation and transparency

> Audio Excerpt 5: Richard Woo on philanthropy and transparency

> Audio Excerpt 6: Eric Stowe discusses "water poverty" in urban centers

Note: Threshold Group is a Registered Investment Advisor. The views expressed in these audio excerpts are those of our guest speakers and are not intended  as investment advice. Please consult you financial advisor.