Category Archives: Firm updates

Arnerich Massena’s Katherine Fox Featured in Portland Business Journal’s Estate and & Charitable Planning Guide

Arnerich Massena’s philanthropic advisor, Katherine Fox, introduces Portland Business Journal readers to the idea of philanthropic advising in an article that recently appeared in the Journal’s Estate & Charitable Planning Guide. In “Deepening Relationships Through Philanthropic Advising,” Katherine Fox discusses why this service is important and how it can fulfill clients’ long-term needs. “Our belief in the power of philanthropy led us to create our newest service offering: comprehensive philanthropic advising focused on empowering our clients to become more effective, educated, and engaged donors,” she notes in the article. “As advisers with a deep knowledge of the principles that guide effective non-profits and extensive experience conducting due diligence on a wide variety of organizations, our skill set makes us uniquely positioned to help clients access and evaluate the non-profit landscape within their chosen issue area.” Read more »

Arnerich Massena’s Director of HR Alicia Johnston Discusses the Wellness Gap in The Portland Business Journal

What do employer benefits look like these days, and what role do they play in attracting and retaining talent? Alicia Johnston, director of HR, was recently featured in The Portland Business Journal article, “How Oregon Works: Alicia Johnston of Arnerich Massena on bridging the wellness gap,” in which she spoke with managing editor Andy Giegerich about these and other benefits issues. Read more »

Arnerich Massena Launches Diversity and Inclusion Committee

Arnerich Massena recently published a white paper about the importance of having gender balance in your advisory team, but we understand that gender is only part of the diversity story. As a firm, we recognize the value of diverse perspectives and how differences in age, gender, background, race, political opinion, sexual orientation, religious beliefs, and physical ability (among others) can contribute to greater innovation, better decision-making, and improved long-term outcomes. We are deeply committed to fostering an inclusive culture that recognizes and appreciates the value of all voices. This is why the firm has launched an internal Diversity and Inclusion Committee, tasked with supporting Diversity and Inclusion values and initiatives and providing education and resources for the firm. Read more »

Arnerich Massena Publishes White Paper: Women in Investing: Why balanced gender representation on your advisory team helps lead to success

We are pleased to announce the publication of a new white paper: Women in Investing: Why balanced gender representation on your advisory team helps lead to success. While other industries are beginning to see a greater balance between men and women, the financial services industry continues to be heavily male dominated. This paper discusses why the investment industry would benefit from including more female financial professionals and how to foster that change. Read more »

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 »