Posts you may be interested in
Private 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.
Read Post
Social media, blockchain, and cryptocurrency; hear how FinTech and Family Office leaders evaluate these emerging trends influencing and intersecting with financial services. Listen now.
iTunes Read Post
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.
iTunes Read Post
How has VC and direct investing changed during this unprecented global pandemic? We discuss the impact and emerging trends family offices should know in our latest podcast. Listen now.
iTunes Read Post
The wealth management industry is evolving at a breakneck pace. Increased competition, the proliferation of technology and changing consumer preferences are propelling the industry to a new age.
Read Post
In this week’s Family Office Connections podcast, Edward Marshall, Managing Director at Boston Private, invites Billy Gouveia at S-RM as they discuss ways to position risk management mindset and reduce your chance of ransomware attacks. Listen Now.
Read Post
In this week’s Family Office Connections podcast, we are joined by Tim Robinson, Partner at Schillings, for a discussion on common cyberattacks and insider threats. Listen Now.
iTunes Read Post
In this week’s Family Office Connections podcast, Edward Marshall is joined by Dave Lancaster, Rebecca Maguire, Lyn Christensen, and Eran Schreiber for a discussion on best practices for managing a family office’s structure and life cycle. Listen now.
iTunes Read Post
This year has been challenging for small businesses. During the holiday season, consider “shopping small” to support the businesses in your community.
Read Post
In this week’s Family Office Connections podcast, Jason Cain is joined by Steven Zeiger for a discussion on how a change in the tax landscape can impact insurance attractiveness and the acquisition process moving forward. Listen Now.
iTunes Read Post