In this week’s Family Office Connections podcast, Edward Marshall is joined by Anne Lyons and Judy Boerner-Rule for a discussion on the evolution of the estate and lifestyle management industry and changes imposed by Covid-19. Listen Now.

Edward Marshall, Managing Director at Boston Private is joined by Jason Cain, Managing Director at Boston Private for a discussion on the Trump and Biden tax plans. Their conversation covers the tax proposals of the presidential candidates, an examination of the differences and potential preparations family offices should consider.

Edward Marshall, Managing Director at Boston Private, is joined by three professionals who specialize in the space industry including a family office principal, a commercial space executive and a former astronaut. The discussion includes the dynamics of the commercial space industry, factors driving investment, various subsectors and how family offices are approaching the industry.

In this week’s Family Office Connections podcast, we discuss the art, wine and spirits, and collectibles spaces and how family offices can engage with these industries, risk management considerations and engaging next-gen in collections. Listen now.

In this week’s Family Office Connections podcast, we are joined by consolidated reporting professionals who specialize in supporting family offices. Our discussion includes the history of consolidated reporting, innovations on the horizon, best practices and risk management considerations. Listen now.

Listen to our discussion with the founders of The Chertoff Group, Former United States Secretary of Homeland Security Michael Chertoff and Chad Sweet, Former Chief of Staff of the Department of Homeland Security.

Edward Marshall, Managing Director at Boston Private, is joined by three different family office principals, Sam Bonsey, Justin Rockefeller and Liesel Pritzker Simmons, who discuss their unique insights as investors and pioneers in the impact investing space. Their conversation includes trends for family offices, the state of impact investing during COVID-19 and best practices for family offices looking to start or deepen their impact investing activities.

In this week’s Family Office Connections podcast, we discuss fee intelligence including how it works and how family offices are driving value and potentially saving money from these evaluations. Listen now.

In this week’s Family Office Connections podcast, we discuss work from home technologies and corresponding investment trends during COVID-19. Listen now.