Edward Marshall, Managing Director at Boston Private, is joined by Billy Gouveia, Managing Director at S-RM to discuss Family office risk survey findings. Listen now as they talk about positioning the right risk management mindsets and attitudes, reducing your chance of ransomware attacks, and best practices for protecting your privacy.
Shannon Saccocia, Chief Investment Officer, reviews the current economic and market environment, and changes Boston Private has been making to portfolios ahead of 2021. Listen now.
In this week’s Family Office Connections, we are joined by Tim Robinson, Partner at Schillings, to discuss our family office risk survey findings. Listen now as he covers the impact of underestimation of cyber risks, insider threats, and common themes when family office security is attacked.
In this week’s Family Office Connections, we explore the decision-making around how family offices are built and run effectively. We have three former family office executives who have seen many sides of this industry and worked with some of the most complex family office operations in the world. Our discussion includes perspectives on make or buy decisions around services, financial management operations, and talent trends. These experts also share their lessons learned from their unique experiences in this industry. Listen now.
The latest actions of the Treasury department have been met with mixed reactions.
Shannon Saccocia, Chief Investment Officer, briefly covers what investors are watching as public health concerns add uncertainty this holiday shopping season. Listen now.
Jason Cain, Managing Director and Chief Wealth Strategist at Boston Private, is joined by Steven Zeiger, Managing Director at KB Financial Companies, for a discussion on best practices in insurance acquisition, including the new fiduciary standard governing life insurance sales, and the potential change in the tax landscape that may make these strategies more attractive. Their conversation covers insurance best practices for high-net-worth, young professionals, and family offices, how Private Placement Life Insurance (PPLI) functions and can mitigate taxes, and how to determine the amount of insurance to purchase. Listen Now.
With most of the US facing a second surge of Covid-19 juxtaposed with Europe taking swift action, what does our economic outlook look like? It might not be all doom and gloom. Shannon Saccocia, Chief Investment Officer, talks lifestyle spending, vaccines, and other factors creating volatility. Listen now.