Russ Prince

Hannah Shaw Grove is chief marketing officer and a member of the executive team at GTCR-backed Foundation Source, a specialized provider of technology, administration and advisory services for private foundations and planned gifts.Russ Alan Prince: How did 2023 giving lay the groundwork for this year?Hannah Shaw Grove: Last year, our foundation clients made more than 50,000 grants and gave more than $1.5 billion to charity. Both figures were up slightly from the year before and represent more than the required 5% that foundations must disburse annually, which we see as a signal that they are in it for the long haul.When families set up their foundations, they work together to craft a mission that reflects the values and priorities of the family.

Tom Zucker is the president and founder of EdgePoint Capital Advisors. Tom grew up in a multi-generation family business, which drives his passion for serving the family-held business market.

Beata Kirr is chief impact officer and investment committee member at The Copia Group, a diverse-owned investment advisor that provides capital solutions to privately held, lower middle market companies. Beata is a member of the five-person founding team building a social impact private alternatives firm, where she is responsible for delivering a distinctive impact investing platform and establishing The Copia Group as a thought leader in private markets and investments from an impact lens.Russ Alan Prince: What are the responsibilities of a chief impact officer? Beata Kirr: I believe that, soon enough, companies and investors will evolve away from the idea that ESG??"environmental, social and governance??"is a separate undertaking and, rather, look to incorporate this assessment within a traditional risk eward framework.

Tom Zucker is the president and founder of EdgePoint Capital Advisors. Tom grew up in a multi-generation family business, which drives his passion for serving the family-held business market.

Beata Kirr is chief impact officer and investment committee member at The Copia Group, a diverse-owned investment advisor that provides capital solutions to privately held, lower middle market companies. Beata is a member of the five-person founding team building a social impact private alternatives firm, where she is responsible for delivering a distinctive impact investing platform and establishing The Copia Group as a thought leader in private markets and investments from an impact lens.Russ Alan Prince: What are the responsibilities of a chief impact officer? Beata Kirr: I believe that, soon enough, companies and investors will evolve away from the idea that ESG??"environmental, social and governance??"is a separate undertaking and, rather, look to incorporate this assessment within a traditional risk eward framework.

Patrick Fruzzetti is a partner, managing director and portfolio manager at Rose Advisors??"A Hightower Company. He works with wealthy families and individuals to provide a high-quality client experience and objective investment advice.

While some single-family offices can readily be seen, most, in all likelihood, cannot. For example, a percentage of single-family offices are part of family office associations; family members attend family office conferences and conspicuously reach out to their super-rich peers to co-invest and learn best practices.

Matt Lloyd is the chief investment strategist and executive vice president, head of distribution and capital markets of Advisors Asset Management (AAM). In his dual role, Lloyd helps uncover trends and strategic investment opportunities and leads AAM's capital markets sales and business efforts.Russ Alan Prince: What's your outlook on a potential recession this year, and how are you positioning portfolios to avoid it?Matt Lloyd: Simply put, the recession that appeared to begin to take hold has been postponed for a bit of time.

Gregg George, J.D., LL.M., managing director and senior client advisor at Crescent Grove Advisors, works closely with C-suite executives, entrepreneurs and other first-generation wealth stewards to coordinate all aspects of their financial lives.Russ Alan Prince: Crescent Grove Advisors holds an annual internal firm-wide training session on how to approach end-of-life scenarios with clients. Why do you feel this is necessary?Gregg George: Although it may sound dark, our annual internal end-of-life training session is a necessary part of our practice and has a big impact on how we approach and help our aging clients and their families.

Gregg George, J.D., LL.M., managing director and senior client advisor at Crescent Grove Advisors, works closely with C-suite executives, entrepreneurs and other first-generation wealth stewards to coordinate all aspects of their financial lives.Russ Alan Prince: Crescent Grove Advisors holds an annual internal firm-wide training session on how to approach end-of-life scenarios with clients. Why do you feel this is necessary?Gregg George: Although it may sound dark, our annual internal end-of-life training session is a necessary part of our practice and has a big impact on how we approach and help our aging clients and their families.