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JD Montgomery, managing director at Canterbury Consulting, spoke on a panel at the Silicon Valley Bank International Venture Capital General Partners (SVB IVCGP) Summit on Wednesday, October 3, 2018 in San Francisco, California. During the panel, Making Waves: The Innovation Economy and the Essential Role of Family Off…

On September 19, 2017, JD Montgomery, CAIA, Managing Director, recently attended the Stanford Philanthropy Innovation Summit. Attendees included influential philanthropists, technologists, academics and industry practitioners.

JD Montgomery, an adviser to about 30 wealthy families at Canterbury Consulting, is among those who have seen some power shift back to family offices. Funds with a history of being highly selective about new investors -- or even closed to them -- are now offering up allocations, sometimes with lower minimums, Montgomer…