November 20, 2023
Lacey Upton Promoted to Partner at The Philanthropic Initiative
The Philanthropic Initiative today announced the recent promotion of Lacey Upton from Senior Philanthropic Advisor…
April 14, 2023
Inside Philanthropy: What It Looks Like When a Multigenerational Family Foundation Makes All Voices Equal
Inside Philanthropy's story about multi-generational giving and the Cricket Island Foundation includes a nod to…
September 7, 2022
Wealth of Wisdom: Helping Families Move Up the Philanthropic Curve
Wealthy families face a constant stream of challenges, many of which are addressed in the…
January 13, 2022
Women, Wealth and Impact: Veris Wealth Partners’ Conversation with TPI’s Ellen Remmer and Invest for Better Co-Founder Janine Firpo
Reflecting their commitment to growing the number of impact investors, Veris Wealth Partners' Alison Pyott…
December 25, 2021
Boston Sunday Globe Look at “Wealth Handoff” Builds on Conversations with TPI Managing Partner, Clients
The Boston Globe's Rob Weisman cited not only TPI’s Managing Partner Leslie Pine but multiple…