Overview

Everybody wins.

This is a big deal for us, and it’s right there in our core values; it’s item #3 between Courageous Relationships and a 100-Year View:

Shared Learning.

Threshold Group was born with the mission to learn and serve alongside other families with similar interests, values, and needs. Then and now, we want to be a resource for families, individuals, and foundations who are ready to take their impact to the next level, as well as for those who are not sure where to start, much less what questions to ask.

For Threshold Group, and the clients we serve, learning is an ongoing process. It comes from curiosity, exploration, listening, success, failure, and sharing. Shared learning makes an entire community stronger, vibrant, and sustainable.

And we’re committed to it. Here are some things we’ve learned and would like to share.

Our Events

See all
The Unstoppable Calling to Do Good

11/18/2015 - Join us to for a conversation with Paul Shoemaker about his new book Can't Not Do: The Compelling Social Drive that Changes Our World. Paul will share 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.

Our News

See all
Threshold Group adds Kyle Mylius, CFA as Director, Wealth Advisory, West Coast

Philadelphia -- Threshold Group (http://www.thresholdgroup.com), a leading family-owned wealth management firm and family office, has added Jacob Gray as Managing Director, Impact Investing based in Philadelphia, a region in which Threshold Group’s presence and renown within the impact investor community has expanded significantly over the past year. This team building continues to advance Threshold Group’s substantial impact investing capabilities.

Threshold Group adds Jacob Gray to lead impact investing services in its Eastern Division

Philadelphia -- Threshold Group (http://www.thresholdgroup.com), a leading family-owned wealth management firm and family office, has added Jacob Gray as Managing Director, Impact Investing based in Philadelphia, a region in which Threshold Group’s presence and renown within the impact investor community has expanded significantly over the past year. This team building continues to advance Threshold Group’s substantial impact investing capabilities.

Regarding the Brexit Referendum

June 24, 2016 -- The people of the United Kingdom (UK) have cast their votes in a national referendum (universally called "Brexit") on European Union (EU) membership and, by a simple majority, have decided to leave. The movement to leave a consortium of European states is not new for the UK. It started almost immediately after they joined the precursor to the EU, the European Economic Community (EEC), in 1973. Fortunately, our generally risk sensitive positioning should help mitigate the impact of the global equity sell-off on portfolios. With that said, the decline in risk assets should affect most portfolios.

Impact Investing Trends in Wealth Management

FAMILYWEALTHREPORT.COM - January 29, 2016 - Family Wealth Report spoke to the chief investment officer at Threshold Group about the firm’s latest thoughts on impact investing.

Our Blog

See all
Can Impact Investors Play a Trump Card?

While many in the impact investing community have been decrying the advent of Donald Trump as our 45th President, we have taken a few days to reflect on what this means for the impact investing sector. Many have expressed their expected gloom and dismay at the President-elect’s position on issues that impact investors hold so dear – including women’s rights or climate change to name a few.

Impact Investing 101

Impact investing has become a buzzword over the past couple years. Many people aren’t just talking about it, they’re deploying capital as well. As of 2016, $1 out of every $5 is invested into sustainable investments, which equates to $8.72 trillion. These days there is an overwhelming amount information about impact investing that can make it difficult to find the basics in one place.

Our Insights & Resources

See all
Choosing a Giving Vehicle

You have a heart for giving back and are thinking about whether or not you should establish a vehicle for your philanthropy. There are many options: a private foundation, a donor advised fund with a financial institution or community foundation, a supporting organization, or any number of trust or annuity options.