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
Boston Private market strategist Bob Pavlik offers his views on the upside potential for the S&P in the coming year, noting a nearly 10 percent upside.Read Post
This conference call recording gives you insights into the Boston Private investment team’s outlook on equity and bond markets following Donald Trump’s surprise election victory.Read Post
Shannon Saccocia, head of asset allocation at Boston Private Wealth, offers commentary on recent post-election market activity and ahead of December’s Fed minutes.Read Post
Our expert panelists will discuss client stories involving changes in career, family and health to illustrate how these women successfully navigated challenging life events.Read Post
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