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.
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 capabilities by adding three new talented and experienced employees. Threshold recently welcomed fifteen-year investment and wealth management veteran, Teresa […]
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 announcement of Invest Oregon, an initiative to further align the foundation's mission and […]
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 experienced leader for nonprofit organizations and business groups. "Lisa's experience blends corporate management with […]
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 offering. About Community Square Inspired by families searching for meaningful conversations and deeper connections with […]
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 is dedicated exclusively to serving private families and family […]
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, FRM, was hired as Senior Investment Analyst. Mark deVries, a 12-year industry veteran based […]
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 Seattle-based philanthropists, wealth owners and business leaders gathered at The Hub in Seattle's stadium […]
