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Purposeful Family Giving – A strategic approach for lasting impact

As part of their Purpose of Wealth, many families identify the desire to unite across generations and achieve a positive community impact. Our latest whitepaper, Purposeful Family Giving: A strategic approach for lasting impact, examines how a thoughtful approach with the right strategy, governance and expert guidance can help families amplify the impact of their charitable capital, creating an enduring legacy that benefits both their communities and future generations.

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Purposeful Family Giving – A strategic approach for lasting impact

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December 2025 Quarterly Outlook – A Glass Half Full

Sage Stone's investment outlook is constructively optimistic, supported by reaccelerating economic growth. Globally, significant fiscal stimulus and recent monetary easing should drive economic expansion. Capital expenditure on artificial intelligence (AI) is also boosting the economy and benefiting adjacent industries. U.S. corporate earnings continue to grow with broadening market participation. Australia's outlook has entered the early stages of a cyclical recovery.

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December 2025 Quarterly Outlook – A Glass Half Full

Purpose of Wealth Podcast

From Gold to Goals: Olympian Peter Antonie on the power of a great team
October 5, 2025

From Gold to Goals: Olympian Peter Antonie on the power of a great team

Intergenerational WealthInvestingWealth Management
Partners for Prosperity
September 21, 2025

Partners for Prosperity

Family Office
Protecting What Matters Most: Family Safety in a Complex World
September 7, 2025

Protecting What Matters Most: Family Safety in a Complex World

Family DynamicsFamily OfficeSuccession

Insights

Monthly Market Review December 2025
January 13, 2025

Monthly Market Review December 2025

InvestingMarket ReviewWealth Management
December 2025 Quarterly Outlook – A Glass Half Full
December 6, 2025

December 2025 Quarterly Outlook – A Glass Half Full

Market ReviewWealth Management
Monthly Market Review November 2025
December 5, 2025

Monthly Market Review November 2025

InvestingMarket ReviewWealth Management

Videos

Enabling positive impacts on our economy and society
August 31, 2025

Enabling positive impacts on our economy and society

Responsible InvestmentWealth Management
100 years of Sage Stone
August 31, 2025

100 years of Sage Stone

Family Office
An overview of Sage Stone
August 31, 2025

An overview of Sage Stone

Family Office

Thought Leadership

Purposeful Family Giving – A strategic approach for lasting impact
April 29, 2025

Purposeful Family Giving – A strategic approach for lasting impact

PhilanthropyPurposeful Giving
Why the modern Family Office matters
April 11, 2023

Why the modern Family Office matters

Family Office

Why we exist

Sage Stone's deep-rooted philosophy of integrity and shared purpose is just as relevant to the way we engage our clients today as it was for our predecessors.

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