Welcome To Threshold Group
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. > Learn More
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.
"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...
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.