Succession planning doesn’t have to be a nightmare for nonprofit board members. Here are a few proactive steps to help you prepare for leadership change.

While very few of us can give at the levels of Melinda Gates or Oprah Winfrey, women still have more financial resources to make a difference in their communities than they may realize. Here are some important factors to consider to leave a lasting legacy.

No matter where you are in your wealth management journey, Risk Management is a foundational piece that should be addressed in any well-crafted financial plan.

In the U.S., wealth is shifting to women. In fact, they are expected to control 2/3 of private wealth ($22 trillion) by 2020. Here's how you can get involved.

Learn how Socially Responsible Investing (SRI) is impacting today's nonprofits and whether it compromises investment returns.

What are the two biggest challenges facing nonprofit executive directors today? Find out here...and learn what actions to consider to tackle those challenges.

Many people have illiquid assets and when setting up their estate plan, they may not be aware of the impact the estate tax will have on their heirs. Learn more

Life is full of unexpected surprises, both positive and negative. Learn what two things you need to better cope with those unwanted surprises.

To best leverage expertise and experience of our advisors, MCWS formed Specialized Practice Groups to serve as a resource for the firm and clients. Learn more!