In the Lead

About Us

Influential people and institutions across the globe rely on Goldman Sachs to support them in all they do. Learn more about us, our purpose and our commitment to clients.

What We Offer

We offer holistic wealth services for clients with $10 million and more in investable assets. Discover how our private wealth advisors can partner with you to help you maximize your impact.

Client Stories

You define what success means for you. We help maximize it.

You define what success means for you. We help maximize it. 

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Insights

Locations

Receive dedicated, high-touch service from teams located in the Americas, Europe, the Middle East and Africa, and Asia Pacific.

In the Lead is an initiative designed to help women maximize their impact in their wealth, philanthropy, legacy and beyond.

Taking the family business to new heights

<h1> 
 Welcome to In the Lead</h1>
 
In the Lead is an initiative from Goldman Sachs Private Wealth Management designed to help women maximize their impact in their wealth, philanthropy, legacy and beyond. We invite you to be part of this inspiring community of accomplished women who build upon each other’s experiences, successes and ambitions and propel each other even further.&nbsp; 

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to help you accelerate in all aspects of wealth management

Curated resources

based on what our clients have told us they want most

Candid communication

of women with shared interests, brought together through exclusive events

An unprecedented community

"Take the lead. Stay in the lead. Thrive in the lead."

Take the lead. Stay in the lead. Thrive in the lead.

"Insights curated to keep you in the lead."

Establishing, building and nurturing a strong network is important. Your trusted connections can help you launch and evaluate business deals, and act as a valuable sounding board for new opportunities.

Build a Women-Led Investment Network 

Exploring and answering five foundational questions can help pave the way for a smooth family business succession. 

How to Keep it in the Family 

What happens when you have millions of dollars to make a meaningful impact, but have no idea where or how to begin? Karey Dye, president of the Goldman Sachs Philanthropy Fund, shares a strategy that can help you focus your giving and connect with causes you care about. 

How to Make a Difference When the Problem Feels Huge

Knowing and understanding the important roles in trust and estate planning can help you plan like a pro and preserve your wishes, assets and legacy, while maintaining harmony in the family.

Trust & Estate Planning: Who Does What and When?  

Alexandra Idol, president of the Idol Family Foundation, shares helpful tips for philanthropists in this Quick Takes video from our In the Lead event.  

Quick Takes: Level Up Your Philanthropy 

Allyson Felix, co-founder of Saysh, discusses the power of failure and perseverance in this Quick Takes video from our In the Lead event. 

Quick Takes: Embrace Challenges

Anastasia Soare, founder of Anastasia Beverly Hills, shares how entrepreneurs can find success in this Quick Takes video from our In the Lead event. 

Quick Takes: Build a Successful Brand

Candace Nelson, angel investor and Sprinkles founder, shares her tips for new investors and entrepreneurs.

Quick Takes: Evaluating Business Potential 

Jennifer Aaker, General Atlantic professor at Stanford Business School, reveals the keys to a meaningful life in this Quick Takes video from our In the Lead event.  

Quick Takes: Find Your Life's Purpose

A 529 plan is a type of investment account with special tax advantages to help people save money to pay for certain education related expenses, including college. These plans, sometimes referred to as “qualified tuition programs,” are typically administered by states.

What Is a 529 Plan?

Years of patience, persistence, and passion go into acquiring art. Philanthropy is one way of sharing an enthusiasm for art with the world. But what steps should a collector take before donating artwork? Here are a few best practices.

The Art of Donating Art

Cybersecurity is a critical part of our digital world. It is more important now than ever to discuss internet safety with your kids and other young family members. These best practices can help protect your family from cyber threats.

Protecting Your Family Online

Qualified Tuition Programs (QTPs) allow individuals to contribute to an account that will pay certain elementary, secondary and higher education expenses for a designated beneficiary.

529 Plans – Qualified Tuition Programs

Family governance is a process or structure that enables family decision-making, open communication and implementation of policies concerning the management of family affairs in a manner that meets the mission and goals of the family. Over time, as the family grows and becomes more complex, there may be a tipping point where a more formalized structure is needed.

Family Governance

A list of resources on  financial literacy for families with children.

Family Wealth Resources

A prenuptial agreement is a contractual agreement between two individuals, established prior to marriage or civil union, that specifies the division of assets upon the termination of the union, whether by divorce or by death. Prenups should be considered in light of your larger financial planning, and we encourage you to consult your legal and tax advisors.

Prenuptial Agreements

Description for article: The purpose of this overview is to provide donors with high-impact strategies they can use to focus their philanthropy.

High-impact Strategies to Help You Focus Your Philanthropy

How do Gen Xers and Millennials think about philanthropy? And how can families prepare for this transition of wealth and charitable purpose to the next generation?

Engaging the Next Generation in Your Philanthropy: An Overview for Donors

Many philanthropists are finding themselves in the position to considerably increase their charitable giving. Here are some questions to ask when ramping up your philanthropy.

Ramping Up Your Philanthropy: An Overview for Donors

Maybe you’ve heard of them: DAFs. They have a funny name, but they’re nothing to LOL about. DAFs aren’t the latest online dating acronym, but rather an increasingly popular way that donors are making an impact with their charitable giving.

Modern Philanthropy: Donor-Advised Funds

When you join a board, in addition to making financial contributions, you are assuming legal responsibilities for the organization and committing to make a significant donation of your time, talent and heart. This article addresses seven key questions related to evaluating a role in nonprofit board leadership. This overview walks through the process behind identifying and ultimately joining the board of a nonprofit organization.

Joining a Nonprofit Board of Directors: An Overview for Donors

Making a major gift can be an exciting and rewarding way for you to partner with a nonprofit organization at a higher level. Making a major gift can also be an overwhelming process requiring more planning and thoughtful decision-making than smaller gifts. Here are five important questions you should answer as you consider making a major gift.

How to Make a Major Gift

Perhaps, you have just joined the board of directors of a nonprofit organization, or are wondering how to best contribute to the organization's success as a new board member. We address several key questions related to the role of an effective nonprofit board member.

How to be an Effective Nonprofit Board Member

Many individual donors ask “How can I be sure I’m giving to an effective organization?” and “How can I be a more effective philanthropist?” This overview discusses the process of identifying and funding effective nonprofit organizations.

Finding and Funding Effective Nonprofit Organizations: An Overview for Donors

For those embarking on the philanthropic journey together as a family, whether engaging the older or next generation in philanthropy, it can be challenging to know where to begin. This introduction can help you think through key questions related to whether and how to engage your family members in your philanthropy.

Families and Philanthropy: An Overview for Donors

The settlement of an estate, even a simple one, involves many details and can prove to be quite complex and time-consuming. This list outlines many of the tasks an executor may be expected to complete.

Estate Administration Checklist

With growing concerns about the possibility of increasing tax rates and decreasing tax exemptions, coupled with the dizzying array of tax strategies with intimidating names, how do you prudently plan for the succession and protection of wealth?

The Order of Things: Managing the Process of Estate Planning

This checklist provides a an overview of typical action items upon the death of a family member.

Surviving Spouse Checklist

Many families desire to preserve their wealth for the continuing benefit of their descendants and philanthropic causes rather than having their estates simply divided and distributed among beneficiaries. Planning for this type of long-term “legacy” generally focuses on tax and legal estate planning techniques. While these techniques are important, they may not address other fundamental concerns.

Planning Matters: Defining the Multigenerational Family Mission

New donors should endeavor to answer seven key questions in order to thoughtfully develop a coherent approach to giving.

Getting Started with Your Philanthropy

Jasmine Crowe-Houston, founder and CEO of Goodr, shares her advice for building a business by leveraging an existing inefficiency, in this Quick Takes video from At the Helm. 

Quick Takes: Leveraging Inefficiency to Build a Business

Gabby Bernstein is a New York Times bestselling author, motivational speaker and podcast host who explored how to improve your emotional mindset to better focus your energy, ideas and goals and tackle challenges at our In the Lead 2022 event.

The Magic of Finding Your Internal Focus

At our recent event for the next generation of wealth creators and inheritors, Julia Boorstin led a discussion with three women founders of food-focused companies, exploring their approaches to building and running successful, dynamic organizations.

Women Founders Transforming the Food Industry

Family relationships play an important role in preserving and protecting a legacy,
whether you’re establishing a new one or building on an existing one. At our In the Lead 2022 event, Former First Lady of the United States Laura Bush and her twin daughters Barbara Pierce Bush and Jenna Bush Hager shared how they pay tribute to their family name and find meaning in carving their own paths. 

Establishing Your Family’s Legacy and Mission

Cybercrime is becoming more sophisticated and posing an ever-increasing threat to businesses, governments and individuals. BlackCloak founder and CEO Chris Pierson shares his tips on how to safeguard your data and protect yourself from cyber threats.

Safeguard Your Data from Cybercrime

Three women visionaries joined our In the Lead event to share how they built and grew their businesses. It was a true master class in innovation, resilience and purpose.

How to Build Like a Visionary

Three philanthropic leaders shared their experiences and advice with us, including how they pinpointed their focus areas, defined their personal missions and founded organizations and companies to create meaningful change.

Uplevel Your Philanthropic Passion

In a society where many view fame, fortune and power as primary barometers of success, it can be challenging to teach your children how to find wellbeing and purpose that help create a truly meaningful existence. Dr. Joanne Stern shares her expert tips for raising kids who are successful, resilient and grounded with purpose.

Raising Successful and Resilient Children

Stephanie Kenary from the Portfolio Management Group discusses a number of investment themes at the outset of the fourth quarter of 2023.

Quarterly Update

Seeking clarity on your investment options and asking fundamental questions can set you up for long-term success.

Key Fundamentals to Consider When Building Your Investment Portfolio

Emerging markets can offer exciting opportunities, but they have been underperforming for some time. Learn about the reasons behind the downturn and other key insights investors can keep in mind. 

5 Things to Know About Emerging Markets Equities 

At the 23rd annual Alternatives Summit, we welcomed clients, leading investors and industry experts to explore ideas for adapting and growing within an ever-evolving investment landscape.

Key Takeaways from The Alternatives Summit 2023

Jacqueline Novogratz, CEO and founder of Acumen,  shares insights from her philanthropic journey and the moral courage and mental mindset needed to create change.

Leadership in Philanthropy: Moving from Vision to Action

Kathy Kwan, founder of the Eustace-Kwan Family Foundation, shares advice and lessons learned from her grantmaking experience for individuals and family foundations who are beginning their philanthropic journeys.

Expanding Your Philanthropic Network: Personal Lessons and Practical Advice

Family philanthropy is the practice of making a meaningful impact in society by harnessing the resources of your family and focusing on a giving mission that engages multiple generations. Sue Schwartzman, a wealth and philanthropy coach, discusses key factors for long-term success and interactive exercises and tools to strengthen your family’s giving practices.

Involving Your Children and Grandchildren in Family Philanthropy

Edith Cooper and Jordan Taylor founded Medley to bring together people with different backgrounds who share a similar goal of self-improvement. This mother-daughter team talks about their entrepreneurial journey and offers advice for others who want to start a business.

A Medley for a Better You:  A Conversation with Edith Cooper and Jordan Taylor, co-founders of Medley

Leslie Blodgett turned a natural body care and aromatherapy business into the billion-dollar mineral makeup company bareMinerals. She spoke with Goldman Sachs about her journey.

The Queen of Beauty Gives “Pretty Good Advice”: An Interview with Leslie Blodgett, former CEO of bareMinerals

Nicole Pullen Ross, New York Region Head and Head of Sports and Entertainment Solutions, talks about why athletes and entertainers should incorporate their unique personal and professional needs and goals into their investment decisions.

Risk/Reward with Nicole Pullen Ross

Beyond traditional assets, such as stocks, bonds and exchange-traded funds (ETFs), there is also the world of alternative investments. Learn more here.

What Are Alternative Investments?

Insights curated to keep you in the lead.

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<h2>Let’s take the lead together. 
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In The Lead will create an exclusive community of women to build upon each other’s experiences, successes and ambitions and propel each other even further.&nbsp;
Interested to learn more about In The Lead as we add events and enrich our content library? 
Let us know <a href="https://onegs.iad1.qualtrics.com/jfe/form/SV_50I84TssHZDnC2G">here</a>.
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"The following questions will help us determine the right team for you."

"We look forward to connecting you to the right team to help make an impact with your wealth."

By clicking “Continue” you acknowledge that Goldman Sachs Private Wealth Management will use your information as described in our <a href="https://www.goldmansachs.com/privacy-and-cookies/pwm-fpn.html" target="_blank">Privacy Policies</a> and request that we contact you to discuss our products and services. We may share your information with other Goldman Sachs businesses that are best equipped to support you and they may contact you directly.

The following questions will help us determine the right team for you.

We look forward to connecting you to the right team to help make an impact with your wealth.