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Insights into philanthropy: Our latest global survey

I always enjoy learning about habits and perspectives of philanthropists, and the annual BNP Paribas Philanthropy Index has some great insights. According to our most recent survey of philanthropic...

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Infographic shows unique view into global charitable giving

What motivates wealthy individuals around the world in making charitable donations? How are views on philanthropy similar or different in regions around the world? How does public policy and laws...

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How wealth management has changed since the financial crisis

More than five years after the financial crisis, investors remain cautious. Even as the economic recovery has gained steam and long-term economic forecasts remain positive, investors are continuing to...

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Year-end tips from our advisors

As the year winds down, it’s natural to reflect back on all that’s happened in 2014 and how those events potentially position you for the coming year. And as you look forward, are there things you can...

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Ask an Advisor: Roth or traditional IRA?

We’re excited to launch this new monthly series to feature an advisor from Bank of the West’s Wealth Management Group sharing a useful reply to a question that many of our clients have. This month...

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Why donors give: Insights from our 2015 global philanthropy survey

Philanthropy is such a personal thing that it isn’t surprising that there is a wide variety of reasons why people become philanthropists. Even though 35% of respondents globally cited choosing among a...

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Ask an Advisor: Benefits of long-term care insurance

In this regular series we feature an advisor from Bank of the West’s Wealth Management Group sharing a useful reply to a question that many of our clients have. Today Steve Starzec answers this...

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Starting a WAVE of ingenuity: Q&A with Navi Radjou

Navi Radjou, a well-known author and entrepreneurial advocate, is the curator of WAVE, an exhibit that celebrates global innovation and its potential to improve societies and create a more sustainable...

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Ask an Advisor: Succession planning for an agribusiness

In this regular series we feature an advisor from Bank of the West’s Wealth Management Group sharing a useful reply to a question that many of our clients have. Today Doug Constant answers this...

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Ask an Advisor: Wills as a foundation for estate planning

In this regular series we feature a professional from Bank of the West’s Wealth Management Group sharing a useful reply to a question that many of our clients have. Today Arlynne Siegel answers this...

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