Posts you may be interested in
Those families who look to preserve, protect and pass generational wealth recognize a strategic opportunity as interest rates and asset values continue a downward trend. We review wealth transfer strategies families are deploying to capture the unique benefits of these unprecedented market conditions.
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In the third and final part of our generational wealth podcast series, Tom Rogerson, President and CEO of GenLeg Consulting and Boston Private’s Jason Cain discuss an often overlooked but essential member of your family legacy advisor team.
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Please join Bill Woodson and law and lobbying firm Brownstein Hyatt Farber Schreck, for a discussion on the implications of the Biden Administration’s tax proposals and recently introduced legislation to regulate family offices. The discussion will include insight into how the current political, legislative, and regulatory landscape could impact the industry.
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The skills, tactics and resources needed to successfully transfer wealth from the first generation to the second are often present but overlooked by many families. In the second of three podcasts on the subject, Tom Rogerson, President and CEO of GenLeg Consulting and Boston Private’s Gerald Baker dig deeper into the series of steps they’ve found most effective when working with families planning generational wealth transfers.
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Preparing to inherit wealth involves many interdependent facets that can become overwhelming. To overcome these challenges, Boston Private partnered with the University of Chicago Booth School of Business to develop a Mentorship and Preparedness Program that readied next generation family members for their transition. Hear about this 6-week program from a recent participant.
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Boston Private Executive Vice President Bill Woodson discusses the ways that philanthropic activities can help bridge the generational gap between family members and provide long-term wealth preservation, family unity and a stronger sense of purpose to the next generation.
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Hear how to avoid the hidden pitfalls when developing a family legacy. In the first of three podcasts, Tom Rogerson, President and CEO of GenLeg Consulting and Boston Private’s Gerald Baker discuss strategies you can use to overcome the issues that may stand in the way of generational wealth in your family. Listen to part one now.
iTunes Read PostPrivate aviation not only allows for greater scheduling flexibility, it also provides families with privacy and security. Listen to our discussion as we cover the costs and benefits of private aviation in the family office space.
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Social media, blockchain, and cryptocurrency; hear how FinTech and Family Office leaders evaluate these emerging trends influencing and intersecting with financial services. Listen now.
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Curious how special operations forces are dealing with uncertainty, danger, unclear timing and the ongoing stress of today’s world? Our own Joan Young sits down with Chris Frueh, clinical psychologist, in our latest Family Office podcast. Listen now.
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