After spending years traveling around the world for a large corporation, Renaud Megard was looking for more balance between his family and his career. His solution? Buy a company much closer to home.Read Post
Ken Wexler and his daughter Lisa are the second and third generation owners of Elaine Construction Company, founded by Ken’s parents in 1947. Wealth to them means having the opportunity to continue their family’s legacy for generations to come.Read Post
Doing for others has been instilled in Annette Palazuelos since childhood. Her definition of wealth has less to do with money and more to do with being able to employ people, help their families, and give back whenever possible.Read Post
Bob Jellen has spent fifty successful years in the entertainment insurance industry, but that’s not what drives him. It is his family that gives him the greatest satisfaction, and inspires him every day to make the most of life.Read Post
Over the course of his career, a busy senior executive has accumulated a concentrated stock position as part of his compensation. With retirement approaching, he is beginning to worry about the risk associated with a concentration in one security and how he might generate income during his retirement.Read Post
An established family office, which serves a multi-generational family with assets of $100 million, has the majority of assets in trusts. The family office is thinly staffed and is in need of a partner with a flexible range of services to alleviate the administrative and time burden of partnership accounting and tax preparation, reporting, managing alternative investments (i.e., capital calls), and coordinating multiple external advisors.Read Post
You are leaving the Boston Private website. By clicking "Continue" below, you will enter a website created, operated, and maintained by a private business or organization. Boston Private provides this link as a service to our website visitors. We are not responsible for the content, views, or privacy policies of this site. We take no responsibility for any products or services offered by this site, nor do we endorse or sponsor the information it contains.