Posts you may be interested in
Boston Private helps clients preserve wealth and achieve legacy goals by supporting the estate planning and trust development process.
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Technology stocks have had a wild ride over the past two decades. History is often a reminder of the importance of diversification. So what’s the path forward for investors in this sector? In our CIO Update this week, Shannon Saccocia takes a closer look at technology. Listen now.
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In this week’s Family Office Connections podcast, we discuss the state of philanthropy and what the industry might look like in a post-pandemic world. Listen now.
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Hear best practices, risks and opportunities for family offices looking to directly invest.
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Learning how to prepare for a disaster gives you greater control over the unknown.
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Are you experiencing market sentiment whiplash? While investors have been feeling the stark pessimism and exuberance of the market, our CIO Shannon Saccocia provides a perspective on the last two months and the challenges that haven’t yet been priced into the market. Listen now.
iTunes Read PostStaying engaged and keeping our clients informed in times of uncertainty is imperative to our commitment to excellence and client service. Paul Simons, President of Private Banking, Wealth and Trust at Boston Private led a discussion with business owners who have sustained, adjusted and pivoted their business operations. The discussion also included advice from Boston Private experts on advanced wealth planning strategies, such as philanthropic giving opportunities to support your community, and securing your multigenerational legacy.
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Edward Marshall, Managing Director at Boston Private is joined by life science CEOs to discuss the state of the industry, innovations on the horizon and opportunities that may arise for family offices and investors.
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Among the more surprising findings of Boston Private’s recent Why of Wealth Report: Even those who appear to “have it all” in terms of financial and business success, still regret not having more family time. In fact, almost half of the people surveyed (47%) cited spending more time with family as the number one thing they would have done differently had they not devoted so much time to accumulating wealth.
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Everyone should know what types of disasters or emergencies are likely to occur in their area and make sure you know how to protect yourself if one occurs. Our Director of Financial Planning, Kathleen Kenealy, covers a number of ways to be prepared in the event of a crisis.
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