Community Square

Sharing a wealth of knowledge

We don’t claim to have all the answers, but we do maintain a space that might help you find them; a space for people to share experiences and stories, engaging in lifelong learning with like-minded individuals.

It’s a space we call Community Square. Created for and inspired by families, Community Square is a collaborative forum and educational resource for members. It strives to raise awareness and deepen knowledge within an engaged community searching for both meaningful conversations and deeper connections.

Ultimately, voices that emanate from Community Square speak less about wealth and more about well-being, and the positive impact we can create in the world around us.


Watch Threshold Group leaders Kristen Bauer and Kate Donnelly talk about Community Square.



Community Square Blog

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Impact Investing: A Marathon Not A Sprint

Here are some key takeaways from our recent event: Impact Investing: A Marathon Not A Sprint. We welcomed thought leaders Luther Ragin, Former President and First CEO of The Global Impact Investing Network (GIIN), John Otterlei, Board Member at the Heron Foundation, and Stephanie Cohn Rupp, our Managing Director of Impact Investing. The panelists explored topics around starting your personal impact investing journey. Read more »

Cultivating Well-being through Financial Education

We recently hosted an event in Seattle with Nathan Dungan from Share Save Spend®. Nathan helps families align their values with their money decisions. View an overview video of the event and see how Threshold Group can help you educate the next generation.  Read more »

The Unstoppable Calling to Do Good

Threshold Group delighted in hosting the first of a series of conversations with Paul Shoemaker from his new book Can't Not Do: The Compelling Social Drive that Changes Our World. Paul shared about how to bridge the gap between "wanting to do" and "doing"- to access the drive of an effective change agent, breaking through self-imposed barriers and facilitated the evening discussions by our featured speakers. After hearing stories from Paul and the courageous innovators who founded both non-profit and... Read more »

Tiedemann Advisors

Threshold Group is Now a Part of Tiedemann Advisors

A Q+A with Mike Tiedemann: “The Future of the Threshold + Tiedemann Partnership”

Continue to Tiedemann