Venture & Private Equity Conference
Tailored for venture capital and private equity CFOs.
June 20-22, 2018 | Wequassett Resort and Golf Club
Register NowEveryone has a different reason, a different WHY.
What is your
WHY of Wealth?
It's not just a
financial plan.
It's a complete
Wealth Strategy.
With you from
start-up
all the way to
Exit Strategy.
We know that your
first grandchild
means more than your
first million.
We fulfill
your needs.
We don’t sell
our products.
Everyone has a different reason, a different WHY.
What is your
WHY of Wealth?
It's not just a
financial plan.
It's a complete
Wealth Strategy.
With you from
start-up
all the way to
Exit Strategy.
We know that your
first grandchild
means more than your
first million.
We fulfill
your needs.
We don’t sell
our products.
We bring together a full spectrum of wealth, trust, and banking services designed to give you one trusted resource to help simplify and strengthen your financial life.
We help wealth creators find a partner that helps them make the most of their wealth through our deep understanding of why it matters to them in the first place.
Your financial needs are uniquely yours. That’s why we don’t “bundle” or “package” products. We listen, understand and build solutions appropriate for you.
Speed and agility aren’t words you typically associate with a financial services firm, but for us it's just how we operate. That's why clients with complex needs trust us to get it done for them.
After spending years traveling around the world for a large corporation, Renaud Megard was looking for more balance between his family and his career. His solution? Buy a company much closer to home.
An insightful three-day event tailored specifically for venture capital and private equity CFOs and managing partners from across the country. View more here.
| When | | | June 20-22, 2018 |
| Where | | | Cape Cod's Wequassett Resort and Golf Club |
Now that Congress has passed the Tax Cuts and Jobs Act, what’s next on the legislative agenda? Washington policy expert Doug Fisher weighs in on what we can expect depending on the results of upcoming mid-term elections.
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The Boston Private Investment team shares their insights on increased market volatility, economic indicators and how they are managing client portfolios now and in the near term. Boston Private Wealth Strategist, Alyssa Do, J.D., LL.M, will discuss the impact of the new Tax Cut and Jobs Act on estate planning.
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The 2018 Tax Cuts and Jobs Act ushered in new tax brackets and made some key changes to deductions. Here’s a quick overview of how the Tax Cuts and Jobs Act could affect you.
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Wealth is so much more than a person’s net worth; it extends beyond accumulation of money. It’s about the potential of wealth: what it can achieve, how it can help, whose lives it can change for the better. Every person, every organization has a different reason, a unique mission. Together these Whys of WealthSM are what get us up in the morning. Who is Steve Stein and what’s his Why?
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