Threshold Group Creates Private Family Forum to Address the Human/Social Challenges of Wealth

GIG HARBOR, Wash. & PHILADELPHA–(BUSINESS WIRE)– For many families of affluence, the toughest challenges are sometimes less about wealth and more about well-being. To help families manage a widening range of pressing social and human issues that accompany wealth, Threshold Group is introducing The Community Square. The Community Square is a collaborative forum aimed at connecting top independent specialists with a peer-driven community of private families.

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The forum will be launched this fall with a private event for client families in Chicago, Illinois. The event itself is limited to Threshold’s client families in order to ensure a secure setting for private discussion. However, many of the general findings, discoveries and informative tools from the forum will be shared with families and advisory groups at large for educational purposes. The premise of The Community Square is for families and advisors alike to come together to discuss common issues of concern, including parenting, family philanthropy and family leadership.

“Knowing that no one person has all the answers to these complex issues, we believe that bringing our client families together with experts to share, explore and engage in conversations around the topics will help our families navigate these difficult waters,” said Kristen Bauer, Managing Director at Threshold Group.

In the sessions, Threshold will partner with experts to provide facilitation and specialized expertise. This year’s specialists include Joline Godfrey, CEO of Independent Means and author of Raising Financially Fit Kids, Sarah Hopper of Sound Philanthropy, and Mae Hong/Walter Sweet of Rockefeller Philanthropy Advisors.

Godfrey describes The Community Square as, “…the 21^st century version of a potluck supper. It’s a gathering of family members sharing their personal experiences as well as learning from others experiences.”

“In my experience, the best and most inspirational learning comes from sharing stories and experiences with peers,” said Sarah Hopper, CEO and Principal Advisor at Sound Philanthropy LLC. “This approach with The Community Square is designed to provide a safe and confidential platform for this sharing of stories and information.”

The Community Square is an outgrowth of several client-networking communities created by Threshold Group. The Parenting Community, the most recent of the networking groups, provided the genesis for The Community Square. Family members who participated in The Parenting Community said they wanted to continue to explore parenting issues as well as other interrelated topics.

“We will sustain The Parenting Community and their specific interests, but we also want to be able to respond to a wider range of issues being raised by our family clients,” said Bauer. “The Community Square will become a forum in which our families can help us define the priorities for their own peer-focused learning and exploration.”

Threshold Group / www.thresholdgroup.com / provides investment guidance, financial planning, legacy planning and family office services for families and private foundations that require a comprehensive and personalized approach to wealth advisory services.

Threshold Group Chris Phillips, 253-857-1602
cphillips@thresholdgroup.com

Source: Threshold Group