Mission Statement

It starts with integrity.

Our Mission

To help individuals, multigenerational families, and private foundations ignite the full potential of their assets, personal and community relationships, and passion for the issues and causes that matter most to them so they can achieve their goals and lead ever-more-fulfilling lives.

Our Vision

To have successive generations of forward-looking individuals, families, and foundations partner with Threshold Group to build the next 100 years of stronger families, more vibrant communities, and a more sustainable world.

Our Values

Nonnegotiable Integrity

Integrity, the foundation of trust, is the cornerstone of everything we do.

Courageous Relationships

We lead and serve with confidence and trust in the power of authentic relationships. We strive to forge long-lasting bonds with clients and fellow associates by listening first and then engaging in courageous and respectful dialogue that leads to the outcomes that matters most.

Shared Learning

We value lifelong learning and the power that comes from sharing it. Through curiosity, care, openness, and communication, we leverage the collective wisdom of all stakeholders. Shared learning makes for a future with promise that is far greater than any one person can achieve alone.

Multigenerational Vision / 100-Year View

We are stewards, committed to the sustained vibrancy of the tangible and intangible assets of our clients, our team, and their respective communities. With our clients’ best interests in mind, we help fortify meaningful family, financial, and philanthropic legacies―both in the near term and for the next 100 years.

Meaningful Results

Born of the Frank Russell Company, we at Threshold Group embrace independence and expertise that deliver results well beyond financial performance to produce true peace of mind. Individuals, families, and foundations can focus on what’s important to them with the security of knowing that our highest professional goal is to help them achieve their dreams and fulfill their legacies. 

Our Values

Integrity, the foundation of trust, is the cornerstone of everything we do.
We lead and serve with confidence and trust in the power of authentic relationships. We forge long-lasting bonds with clients and fellow associates by listening first and then engaging in courageous and respectful dialogue that leads to the outcomes that matters most.
We value lifelong learning and the power that comes from sharing it. Through curiosity, care, openness, and communication, we leverage the collective wisdom of all stakeholders. Shared learning makes for a future with promise that is far greater than any one person can achieve alone.
We are stewards, committed to the sustained vibrancy of the tangible and intangible assets of our clients, our team, and their respective communities. With our clients’ best interests in mind, we help fortify meaningful family, financial, and philanthropic legacies—both in the near term and for the next 100 years.
Born of the Frank Russell Company, we at Threshold Group embrace independence and expertise that deliver results well beyond financial performance to produce true peace of mind. Individuals, families, and foundations can focus on what’s important to them with the security of knowing that our highest professional goal is to help them achieve their dreams and fulfill their legacies.
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