TPI is pleased to announce that Senior Partner Ellen Remmer was named to Forbes‘ 50 Over 50: Investment for the impact of the startup, Invest for Better, along with co-founder Janine Firpo. Incubated at TPI and…
On Wednesday, March 13, TPI lost a beloved member of our team, Lisa Payne Simon, who passed away after a long illness. Those who had the opportunity to work with Lisa know that she was…
In December 2023, Lisa Payne Simon, TPI Partner, co-authored an article for Grantmakers in the Arts’ online magazine, The Reader. The article, titled “Moving the Needle on Systems Change in Arts Philanthropy” and co-authored with…
Exhale – The Family Caregiver Initiative, a 4-year-old program managed by TPI, recently received $3.7 million in funding from the Ralph C. Wilson Jr. Foundation and the Michigan Health Endowment Fund to expand the program…
The Philanthropic Initiative today announced the recent promotion of Lacey Upton from Senior Philanthropic Advisor to Partner in the philanthropic advisory firm. Upton joined the organization in January 2022. Upton works with independent and family…
Boston, MA (October 4, 2023) – The Philanthropic Initiative today announced it has been named a finalist by Catalyst 2030 Awards 2023, in the Donors – Leaders In Learning category. Other finalists within the category…
Inside Philanthropy’s story about multi-generational giving and the Cricket Island Foundation includes a nod to TPI from Jeff Welles for help guiding them through their early days. Read about the family’s journey here.
Wealthy families face a constant stream of challenges, many of which are addressed in the latest book by Tom McCullough and Keith Whitaker, Wealth of Wisdom: Top Practices for Wealthy Families and their Advisors, which…
Reflecting their commitment to growing the number of impact investors, Veris Wealth Partners’ Alison Pyott held a conversation with TPI Senior Partner Ellen Remmer and her Invest for Better co-founder Janine Firpo. Their work in…
The Boston Globe‘s Rob Weisman cited not only TPI’s Managing Partner Leslie Pine but multiple clients as well in his front-page, long-form piece on Baby Boomers and how “imparting values is as important as the…