Seeking Wisdom

Lessons Learned Along the Way

At a recent client event, CEO Marc Stern and Senior Fiduciary Counsel Lynn Halpern shared some of the most important lessons they have learned over the course of their careers — about fostering effective family communication, designing a lasting wealth plan, avoiding costly investment mistakes, and more. Key themes from their conversation are presented in the videos below. A summary can also be found in Seeking Wisdom: Lessons Learned Along the Way.

Engaging Through Philanthropy

Avoiding Investment Mistakes