Posts you may be interested in
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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Edward Marshall, Managing Director at Boston Private and Rick Ross, Partner and Chair of the Global Hotels and Leisure practice at Dentons discuss the impact of COVID-19 on hotels and hospitality and what the future holds for investors and guests.
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Rising federal transfer tax exemptions, declining asset valuations and historic low intra family lending rates have created a unique wealth transfer opportunity. This webinar reviewed strategies family offices are deploying to capture the benefits.
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COVID-19 has caused severe economic and operational disruptions to family office principals and executives across the board. Hear best practices family offices should consider to protect themselves during this time.
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Our Family Office Services team provides an update on how to address and manage the recent market volatility within the context of family office dynamics.
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As we entered the second half of 2018, markets appeared to be hitting an inflection point. On one hand, economic data remained robust, with the consumer fully engaged, wages growing at a modest pace, industrial production steady, and the corporate tax cut creating the opportunity for meaningful investment.
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By using a disciplined business cycle approach, investors can identify key phases in the economy to achieve active returns from sector allocation.
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The U.S. economy remains strong, and there is evidence that the full benefit of last year’s corporate tax cut has not yet been felt. Indications are for continued economic growth in the back half of the year, but a strong U.S. dollar could be a headwind for certain parts of the economy.
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- Optimizing Operations
- Economic Perspectives
- Financial Planning
- Market Commentary
One of the most challenging aspects of evaluating opportunities at this point in the market cycle is the tendency of the market to be rather binary in its assessments.
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As the first quarter closed, equity and bond markets were searching for direction following the losses posted in the back half of the quarter after an exemplary January.
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