Beyond Insiders: Wealth in SEC Filings Workshop
Go Beyond Insiders to Find Hidden Wealth in Forms ADV and 13F You may be familiar with SEC filings for… Read More »Beyond Insiders: Wealth in SEC Filings Workshop
Go Beyond Insiders to Find Hidden Wealth in Forms ADV and 13F You may be familiar with SEC filings for… Read More »Beyond Insiders: Wealth in SEC Filings Workshop
At Aspire we hope you’re going crazy this December with an overwhelming response to Giving Tuesday, fielding major donors that want to give before December 31, and weaving big fundraising dreams for 2026. That’s why we’ve put together our top five most popular blogs for you as quick, clickable reads you can squeeze in when you take a well-deserved break.
The number of family offices and their investable wealth has exploded over the past few years, but that isn’t the most exciting trend for fundraising. The exciting trend is the level of sophistication and intention behind their investing, which continues to evolve in ways that creates a tremendous opportunity for the organizations who can build successful, authentic relationships with these families.
In April 2021, Forbes reported that billionaires’ wealth increased by 35% (or $1.2 trillion) since January 1st, 2020. Now compare that with the significant hardship and income loss that non-billionaire Americans have faced since the start of COVID-19. For example, in June 2021, Jeff Bezos blasted off into space with his own rocket, despite criticism about underpaying his own workers.