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...
View ArticleInfographic 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...
View ArticleHow 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...
View ArticleYear-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...
View ArticleAsk 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...
View ArticleWhy 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...
View ArticleAsk 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...
View ArticleStarting 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...
View ArticleAsk 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...
View ArticleAsk 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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