Insights
Firm News

‘Socially responsible investing’ steps towards mainstream

January 6, 2014 Media Coverage

North Bay Business Journal
January 6, 2014
"‘Socially responsible investing’ steps towards mainstream"

The North Bay Business Journal article notes that individuals who measure societal impact as part of their investment performance are finding themselves with an increasingly sophisticated array of options, ranging from the latest practices in quantitatively evaluating an overall portfolio to approaches that favor investment in a specific regional economy.

According to Farella's Family Wealth attorney Genevieve Larson, while that share still accounts for only a fraction of the total dollars under management in the U.S., a new generation of investors made wealthy by the recent wave of public offerings for Bay Area tech companies has proven to make societal concerns a major part of their long-term wealth management strategy.

“It’s interesting — you’d think that the younger generation would think, ‘It’s my money. I earned it,’” she said. “The younger generation wants to see quantifiable change.”

Link to full article.

Firm Highlights

Publication

REFRESH: Loot and Private Foundation Rules – Part 2

Welcome to  EO Radio Show - Your Nonprofit Legal Resource . In this episode, I refresh  EO Radio Show  episode 22, the second of our two episodes exploring private foundation rules using commentary on the...

Read More
News

Farella Announces 2024 Leadership Council on Legal Diversity Pathfinders: Taylor Rottjakob and John Ugai

Farella Braun + Martel is proud to announce that senior associates  Taylor E. Rottjakob and John M. Ugai have been named 2024 Leadership Council on Legal Diversity (LCLD) Pathfinders. Pathfinders have been identified as...

Read More
Publication

REFRESH: Loot and Private Foundation Rules – Part 1

Welcome to  EO Radio Show - Your Nonprofit Legal Resource . In this episode, I'm happy to refresh  EO Radio Show  episode 21, the first of our two episodes exploring private foundation rules using the...

Read More
News

Farella Braun + Martel Ranked in Chambers High Net Worth 2024

Farella Braun + Martel is pleased to announce that our Private Client Industry Group and Family Wealth Partner Mark Weaver were recognized in Chambers High Net Worth  2024 in the Private Wealth Law in...

Read More
Publication

Charitable Planning With Guest Stephanie Hood: Navigating Complex Rules and Traps for the Unwary

Welcome to  EO Radio Show - Your Nonprofit Legal Resource . This week, I am delighted to have Stephanie Hood return as my guest. Stephanie is my colleague at Farella Braun + Martel and...

Read More
Publication

Navigating Charitable Bequests: Risks and Rewards for Early Planning

Charitable bequests are an essential aspect of philanthropic planning for high-net-worth individuals. When engaging in conversations with philanthropic clients, it is crucial to assist them in determining suitable assets for charitable giving. Not all...

Read More
Publication

Steps for the Long-term Success of Your Brand & Business

Family wineries face certain common issues when it comes to succession planning, and there are steps you can take to help ensure the longevity and success of your brand and business. Step 1 &ndash...

Read More
Publication

IRS Moves to Target Wealthy Taxpayers in Historic Compliance Drive

This month, the IRS announced that it is using the long-term funding approved by Congress through the Inflation Reduction Act of 2022 to shift its attention to wealthy taxpayers in an effort to “identify sophisticated...

Read More