When it comes to philanthropy and charitable giving, do you have a random approach to giving, or a strategic
approach to giving? Do you only give when asked or are you deeply passionate about a particular cause? Do you
give on a local, national or international level? Do you give to be social and attend galas and golf tournaments? Or
are you fully engaged, and growing and learning by your giving approach? How important is philanthropy to you?

Strategic Philanthropy – Many Paths to Choose (PDF)

Loren Francis was featured in this Globe and Mail article on August 24, 2020

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Loren Francis was featured in this Financial Post article on July 13, 2020

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It is no surprise that companies and their investors are increasingly recognizing the importance of sustainability. Hardly a day goes by without discussion in the mainstream and the financial media about the impact of sustainability issues. Today many companies whose shares trade on public exchanges acknowledge their need to provide better disclosure of material Environmental, Social and Governance (ESG) factors to allow investors to make more informed decisions. Furthermore, applying an ESG lens is increasingly becoming recognized as a core fiduciary duty amongst global investors.

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Whether saving for a rainy day or creating wealth for the benefit of the next generation, investing by its nature is about the future.  At HighView we take a goals-based investment approach, and as wealth architects, we look to design an investment strategy that meets our clients’ goals for their future.

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How does a company go bankrupt because of a forest fire? How does an investment grade company fall to junk status in a week? Just ask Pacific Gas & Electric (PG&E) how 2018 stacked up for them. What can we learn from this to be able to ask our investee companies the right questions?

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Loren Francis was featured in this Golden Girl Finance article on November 19, 2020

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Loren was featured as an expert contributor in the the Journal of the Global Accounting Alliance. The article, titled “Make Up Your Mind”, discusses how indecision can seriously damage a leader’s credibility and reputation, and what leaders need to know to step up their decision-making skills and start making tough calls fast.

This family story is the third of a series in which we discuss some of the common investment challenges families face and what ultimately led them to HighView. Here, we explore what can happen when one member of an affluent family assumes responsibility for money and investments, particularly surrounding the concerns that can emerge as that person ages.

How long will they be able to maintain that level of guardianship? What will happen if they pre-decease their spouse?

In this story, the father had been managing the family’s wealth of approximately $10 million for more than 20 years. Although he had done this well, there were investment options he could not access as an individual investor, and both he and his family were becoming concerned about who would manage the wealth as he aged or if something happened to him.

These apprehensions prompted the father to search for a wealth management firm able to provide the same fiduciary responsibility and level of care that he would for his family over the long term:

• Searching for a Trusted Investment Partner: HighView’s founding principles, processes, and transparency—from building goals-based portfolios to selecting the right third-party managers for each portfolio mandate and conducting quarterly and annual reviews—gave the father the confidence he needed to entrust his family’s wealth to us.

• Carrying out a Careful and Comfortable Transition: Transitioning the family’s assets was a three-year process that occurred in stages for reasons of both comfort and tax mitigation.

• Preserving the Wealth and Achieving Peace of Mind: Today, the family feels at ease that their wealth is being sustainably managed not only because they transitioned to HighView, but also as a result of the ongoing oversight and governance provided through their stewardship council.

Read the full family story here.

HighView is an independent fiduciary portfolio management firm whose sole purpose is to provide our clients with peace of mind by making their wealth sustainable. We would be happy to discuss our goals-based investment approach with you and your professional advisors.

You may also be interested in:

• HighView Family Story: Transition from Self-Managing the Family’s Wealth to Ensure Financial Peace of Mind
• HighView Family Story: Former Entrepreneur with Multiple Advisors in Need of Integrated Family Wealth and Succession Plan
• Mitigating Volatility to Create Sustainable Family Wealth