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 the state of philanthropy and what the industry might look like in a post-pandemic world. Listen now.

Hear best practices, risks and opportunities for family offices looking to directly invest.

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.

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.

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.