Hannah Shaw Grove

Hannah Shaw Grove

Chief Marketing Officer, Foundation Source

Hannah Shaw Grove is the chief marketing officer of Foundation Source, the nation’s largest provider of management solutions for private foundations. She has spent three decades studying and working with successful families, family offices and their closest advisers on achieving their wealth management priorities. She is the author of 11 data-based books, including "Maximizing Personal Wealth," "The Family Office" and "Fame & Fortune," and has been widely published and quoted on topics relating to the creation, management, disposition and transfer of wealth. 
Hannah has been the chief marketing officer at two successful fintech startups – Apex Clearing and iCapital Network – and one of the largest asset managers in the world, Merrill Lynch Investment Managers (prior to its acquisition by BlackRock). She started her career at Fidelity Investments after graduating cum laude from Harvard University with an ALB in humanities. Hannah holds the FINRA Series 6, 7, 24, 26 and 63 licenses.

Office: 203.319.3710 | Mobile: 917.974.4646 | Email: hgrove@foundationsource.com | Website: www.foundationsource.com | Twitter: @hsgrove

Give Your Charity Superpowers with This Dual Strategy
A woman wears a superhero cape that flaps in the wind.
personal finance

Give Your Charity Superpowers with This Dual Strategy

Serious philanthropists should consider combining the complementary strengths of a private foundation along with a donor-advised fund for charitable a…
June 9, 2021
Better Than a Charity? 10 Things You Can Do by Starting Your Own Foundation
A smiling woman holds her hands on her heart.
personal finance

Better Than a Charity? 10 Things You Can Do by Starting Your Own Foundation

Budding philanthropists can gain more freedom to get things done and help others by starting their own private foundation, rather than working through…
June 5, 2021
The Next Silicon Valley Must-Have? A Private Foundation
A young entrepreneur talks on the phone with a laptop on his knee.
personal finance

The Next Silicon Valley Must-Have? A Private Foundation

Today’s wealthy tech crowd is steering more toward philanthropy than conspicuous consumption, and a private foundation gives them the power (and the c…
May 29, 2021
Kids Not Ready for Their Inheritance? Consider a Private Foundation
A mom and dad hold a smiling baby.
estate planning

Kids Not Ready for Their Inheritance? Consider a Private Foundation

The benefits of starting your own foundation extend far beyond tax savings: It can help preserve your family’s wealth and unity.
April 4, 2021