Formality is Back

Prominent news magazines like Slate, Esquire, Forbes, Corp. Magazine have featured at least two articles in the past 12 months on table etiquette. The world of high net worth is returning to more formal settings. So we will too!

Who Said it?

Who said “Philanthropy can be a key part of your overall wealth management plan?"

A.  President of Princeton in address to donors
B.  Warren Buffet
C.  Goldman Sachs and Co. promotional material
D.  Cleveland Clinic promotional material


The Answer:

C.  Goldman Sachs and Co.

This quote from Goldman Sachs materials in 2009 was the first time that they overtly promoted philanthropy as a planning strategy.