eNewsroom for: Threshold Group

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Threshold Group Company Profile

We’re a family-owned wealth management firm dedicated exclusively to serving private families and family foundations. We offer integrated investment, financial, legacy and administrative services – all aimed at helping our clients achieve their mission and a personalized vision of what matters most in their lives.

News from Threshold Group:

Threshold Group Adds Key Talent to Investment Team

Executive hire is latest development in company's growth plans and investment team build-up.
SEATTLE and PHILADELPHIA, Aug. 28, 2014 /PRNewswire/ – Threshold Group, a family-owned wealth management firm and family office, further fortified its investment and client service capa…

Meyer Memorial Trust Partners with Threshold Group to Support Invest Oregon Program

The Trust launches web-based portal and selects Threshold Group for investment manager research with Oregon and Southwest Washington focus
PORTLAND, Ore. and SEATTLE, April 8, 2014 /PRNewswire/ – Meyer Memorial Trust (MMT) is entering the next phase of mission related investing with the an…

Threshold Group Appoints Year Up Executive Director Lisa Chin to Board of Directors

SEATTLE, Dec. 17, 2013 /PRNewswire/ – Threshold Group, a leading family-owned wealth management firm and family office, is pleased to announce that Lisa Chin will join Threshold's Board of Directors. Chin, currently founding Executive Director of Year Up Puget Sound, is an experience…

Threshold Group's Community Square™ Expands to Meet Needs

Kate Donnelly joins Threshold Group to expand Community Square; others promoted
SEATTLE, Nov. 25, 2013 /PRNewswire/ – Threshold Group, a leading family-owned wealth management firm and family office, is pleased to announce an expansion of dedicated professionals to its Community Square o…

Jeanne Goussev Joins Threshold Group’s National Client Services Team

SEATTLE, Sept. 26, 2013 /PRNewswire/ — Threshold Group, a leading family-owned wealth management firm, is pleased to announce the addition of Jeanne Goussev as Senior Wealth Advisor. Goussev will be based in Seattle, reporting to Kristen Bauer, Senior Managing Director of the Western Region.…

Threshold Group Augments Research Resources

SEATTLE and PHILADELPHIA, May 22, 2013 /PRNewswire/ – Threshold Group, a financial planning and investment advisory firm for private families and family foundations, is pleased to announce that Mark deVries, CFA, CAIA, was promoted to Director of Manager Research and Alex Hokanson, CFA,…

Threshold Group Hosts 50 Seattle-Based Wealth Owners, Philanthropists and Business Leaders to Explore Real-World Implications of Major Charitable Gifts

Community Square™ discussion examined Splash.org and their efforts to combat "water poverty," and provided a case study for private family foundations looking to increase their philanthropic endeavors
SEATTLE, March 8, 2013 /PRNewswire/ — A small but diverse group of about 50 S…