March 2012Craig Muska, Director of Investments, Foundation Services and Ron Albahary, Chief Investment Officer, spoke to NonProfit News about the launch of an investment platform specifically designed to meet the needs of family foundations.> Download PDF
March 2012Kristen Bauer, Managing Director, speaks about the intangible value of connecting with client peers at Threshold Group's Community Square Event.> Download PDF
September 6 2011Threshold Board member Gun Denhart is interviewed about her own commitment to socially responsible investing and how the choices for investors is improving in this area.> Read More
Spring 2011Families are seeking a more dynamic, relationship-driven approach that is reshaping the world of investment consulting. This article explains what’s behind this change and how wealth management firms are being challenged to upgrade the traditional investment consulting model.> Download PDF
Winter 2011Threshold’s founder George Russell outlines his top ten lessons learned during the process of building a global investment services business. Barbara Spector, editor of Family Business magazine, reviews his book, which was published by Wiley & Sons in 2010.> Download PDF
Autumn 2010This article by Threshold’s President, Ed Lazar, explores the benefits and challenges of creating participatory communities of peers among family-clients.> Download PDF
March 2010Threshold Group’s founder offers a checklist to help private investors understand what they deserve when seeking investment guidance.> Download PDF
March/April 2008Ed Lazar and Louise Adams go head to head on the topic of whether families should choose a MFO or a SFO. Do economies of scale trump privacy, or does having a bespoke solution beat being part of a group every time? Over to you to decide...> Download PDF
September 2007"I've sold my family business–now what?" The deal is done but the ordeal is not. Ed Lazar explains how the personal change for the owner is only beginning and how families should be prepared for what comes their way in the aftermath of a business sale.> E-mail us for a complete copy of this article
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