Secondary Breadcrumbs Wealth Management Wealth Management News Category - Any -AlumniFacultyImpacts and InsightsIn the CommunityIn the MediaKnowledge BaseOffice of the DeanPress ReleaseResearch & PublicationsSchoolStaffStudent Faculty Wealth Management's Bill Woodson Shares Risks and Threats to Family Offices Due to COVID-19 "If 2020 has taught us anything, it is the importance of planning and preparing for the unexpected," Woodson writes. Faculty Use It or Lose It? How Ultra High Net Worth U.S. Families Are Thinking About Their Lifetime Gift Tax Exclusion as 2020 Year-End Looms by Aaron Abrahms, '03BUS and Jordan Sprechman, '83CC, '86LAW, Lecturers in the Wealth Management Program Faculty Meghaan R. Lurtz on COVID Stress, Scarcity Mindset and Inclusion Efforts in Financial Planning New publications preview the work of the M.P.S. in Wealth Management program's incoming Financial Psychology lecturer. Faculty Wealth Management's Meghaan Lurtz, PhD on Managing Client Conflict Dr. Lurtz offers financial advice in Kitces.com and The Wall Street Journal. Faculty Family Wealth Report Profiles Columbia's New Wealth Management Program The article discusses the genesis of the program and notes the growing need for wealth management professionals. Faculty Making the Most of a Virtual Internship This Summer A virtual internship can still be a great learning experience and a résumé builder. Faculty How to Effectively Manage Charitable Giving in the Time of COVID-19 Wealth Management Lecturer led a webinar at Fiduciary Trust International that highlighted new charitable giving trends. Faculty Wealth Management's Gail Cohen Shares Guidelines for Non-Professional Fiduciaries in Managing a Trust or Estate Cohen offers guidelines for non-professional fiduciaries in managing a trust or estate in "Trusts & Estates." Faculty Wealth Management's Bill Woodson on Shifting Philanthropy in a Crisis Lecturer and Senior Executive at Boston Private penned the article in Worth. Faculty Steve Cohen speaks at the Barron’s Impact Investment Summit, June 20 Dr. Steven Cohen will be a featured speaker at the second annual Barron's ESG+Impact Summit in New York.
Faculty Wealth Management's Bill Woodson Shares Risks and Threats to Family Offices Due to COVID-19 "If 2020 has taught us anything, it is the importance of planning and preparing for the unexpected," Woodson writes.
Faculty Use It or Lose It? How Ultra High Net Worth U.S. Families Are Thinking About Their Lifetime Gift Tax Exclusion as 2020 Year-End Looms by Aaron Abrahms, '03BUS and Jordan Sprechman, '83CC, '86LAW, Lecturers in the Wealth Management Program
Faculty Meghaan R. Lurtz on COVID Stress, Scarcity Mindset and Inclusion Efforts in Financial Planning New publications preview the work of the M.P.S. in Wealth Management program's incoming Financial Psychology lecturer.
Faculty Wealth Management's Meghaan Lurtz, PhD on Managing Client Conflict Dr. Lurtz offers financial advice in Kitces.com and The Wall Street Journal.
Faculty Family Wealth Report Profiles Columbia's New Wealth Management Program The article discusses the genesis of the program and notes the growing need for wealth management professionals.
Faculty Making the Most of a Virtual Internship This Summer A virtual internship can still be a great learning experience and a résumé builder.
Faculty How to Effectively Manage Charitable Giving in the Time of COVID-19 Wealth Management Lecturer led a webinar at Fiduciary Trust International that highlighted new charitable giving trends.
Faculty Wealth Management's Gail Cohen Shares Guidelines for Non-Professional Fiduciaries in Managing a Trust or Estate Cohen offers guidelines for non-professional fiduciaries in managing a trust or estate in "Trusts & Estates."
Faculty Wealth Management's Bill Woodson on Shifting Philanthropy in a Crisis Lecturer and Senior Executive at Boston Private penned the article in Worth.
Faculty Steve Cohen speaks at the Barron’s Impact Investment Summit, June 20 Dr. Steven Cohen will be a featured speaker at the second annual Barron's ESG+Impact Summit in New York.
