Donor Advised Funds (DAFs) are charitable gift vehicles, sponsored by public charities that accept tax-deductible donations and invest them in a donor account until the donor requests that grants be made from the account to other IRS qualified charities.

If you’ve ever dreamt of owning your own plane or chartering a flight whenever you need one, it’s an excellent time to explore your options. The choices for private flying fall into five categories or models, which sometimes overlap as private aviation providers expand their offerings.

Among the more surprising findings of Boston Private’s recent Why of Wealth Report: Even those who appear to “have it all” in terms of financial and business success, still regret not having more family time. In fact, almost half of the people surveyed (47%) cited spending more time with family as the number one thing they would have done differently had they not devoted so much time to accumulating wealth.

For long-term investors, litigation finance can be an effective way to diversify portfolios in today’s economic climate. See how providing capital to fund legal expenses is a less competitive option than traditional equity and fixed income investments that has the potential to offer promising returns.

With several metrics indicating that stock valuations are currently stretched and equities may be due for a correction, we examine factors in play during the remainder of 2021 and beyond. Using two valuation approaches and assessing known risks to earnings and returns, we provide our views on equity trends in the upcoming couple of years.

As talk of inflation becomes more prevalent throughout the investment community and news media, many are concerned for the health of their portfolios. To help investors understand the potential impact of inflation on a diversified portfolio, Boston Private’s Emmett Maguire and Garrett Mancini demystify the characteristics of inflation and offer strategies for hedging your portfolio during the current investment climate.

On the heels of our 2018 findings, the 2021 WHY of Wealth® Survey digs into the evolving priorities, perceptions and beliefs that define our relationship with wealth. We examine the influence one’s age and profession have on wealth perception as well as the significant change in attitudes brought about by the COVID-19 pandemic.

Interest in environmental, social and governance (ESG) investing continues to grow throughout the investment community. As financial performance and societal impacts become quantifiable, the benefits of ESG investing become more evident. Ash Daggs, Managing Director at Boston Private discusses the crucial elements that go into an effective ESG investment strategy.