Stocks enjoyed another positive quarter, posting a 6% gain through September 30. Can market gains continue or will the contentious presidential election increase volatility?Read Post
For businesses of all sizes, it’s getting increasingly difficult to prevent data from being compromised. Watch this webinar to learn how you can stay ahead of the curve and protect your organization. Boston Private’s Chief Risk Officer, Tom MacDonald, CFA moderates with special guest speaker and former FBI agent, John Mulvaney, CPA, CFE.Read Post
An established family office, which serves a multi-generational family with assets of $100 million, has the majority of assets in trusts. The family office is thinly staffed and is in need of a partner with a flexible range of services to alleviate the administrative and time burden of partnership accounting and tax preparation, reporting, managing alternative investments (i.e., capital calls), and coordinating multiple external advisors.Read Post
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