Category Archives: Firm updates

Arnerich Massena’s Senior Wealth Strategist Glen Goland, JD, CFP Speaking at Legacy Health’s Planning Giving Seminar

Legacy Health will be hosting an estate planning seminar on inheritance, presented by Legacy Health’s Office of Philanthropy, and Arnerich Massena’s senior wealth strategist Glen Goland, JD, CFP, is the featured speaker. The seminar will be held on Thursday, February 28, 2019 from 11 a.m. to noon at the Lorenzen Conference Center at Legacy Emanuel Medical Center (2801 N Gantenbein Avenue, Portland, Oregon). Mr. Goland will discuss topics such as including how to ensure assets stay with your family, what to do now to prepare for a future inheritance, and everything you should know about being the executor of an estate. Read more »

Arnerich Massena Hosts Successful Event: Private Equity: Why, What, How?

How can private equity support your portfolio goals, and how can you build a thoughtful, long-term strategy? Private Equity: Why, What, How? The Role of Private Equity in a Portfolio brought together a panel of private equity experts for an in-depth discussion of private equity investing to help answer these questions. The event, hosted by Arnerich Massena at the Multnomah Athletic Club on January 31, was an interesting and informative journey into the world of private equity. Read more »

Arnerich Massena Announces New Service Offering: Philanthropic Services

Arnerich Massena is excited to announce the addition of philanthropic advising to our service model. Philanthropy is a fundamental component of the company’s corporate philosophy and vision, and the firm shares this passion with clients by providing guidance tailored to help them build and implement a unique philanthropic strategy. Read more »

Arnerich Massena Becomes an Intentional Endowments Network Member

We are pleased to announce that Arnerich Massena has joined the Intentional Endowments Network (IEN), which supports colleges and universities, and other mission-driven tax-exempt organizations, in aligning their endowment investment practices with their mission, values, and sustainability goals, without sacrificing financial return. Now a member of the IEN, Arnerich Massena will provide thought leadership and act as a resource for higher education institutions seeking to incorporate impact strategies such as sustainable and ESG (environmental, social, governance) investing into their endowment portfolios. Read more »

Arnerich Massena Makes Giving Guide Donations to Three Charitable Organizations: Fly Fishing Collaborative, Shooting Star Foundation, and the Assistance League of Greater Portland

This year, we wanted to honor the spirit of giving with a unique project, and asked our clients and friends to submit the charitable organizations they care deeply about in order to build a collection that can serve as a philanthropic resource. The result, the Arnerich Massena Giving Guide, is a truly remarkable collection of organizations that have collectively made far-reaching impacts on countless lives. Read more »

Arnerich Massena Delivers Giving Tree Gifts to Irvington Families

Arnerich Massena’s annual Giving Tree tradition is close to our hearts because it serves families in need from our own Irvington neighborhood. Each year, we reach out to families in Arnerich Massena’s I AM Learning Partnership community service programs to find those families who may need some extra support and assistance over the holidays. This year, Arnerich Massena employees shopped for 49 children from 20 different families, delivering a combination of necessities and a few fun gifts. It’s a tradition we love; there is nothing better than seeing giant bags under the holiday tree waiting for delivery, knowing they will bring some joy and comfort this holiday season. Read more »

Happy Season of Giving from Arnerich Massena

The Season of Giving is here. For us, giving back to the community is a core part of who we are as a firm; that’s why, this year, we wanted to honor the spirit of giving with a unique project. We asked our clients and friends to share the causes and organizations they support and love in order to build a collection to serve as a philanthropic resource for generous souls seeking a way to give this season and beyond. Read more »