What’s happening with the price of oil? Shannon Saccocia, Chief Investment Officer, reviews the ripple effect lower prices have on the US economy. She covers three thoughts on how to put the volatility around oil prices in perspective.

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.

Round two of impacts of COVID-19 are understandably causing continued investor concern. In this week’s CIO Update podcast, Shannon Saccocia puts the disruption we’re experiencing into perspective. Listen now.

The markets couldn’t have predicted the COVID-19 crisis, but how can past recessions set our expectations for what’s to come? Our CIO Shannon Saccocia digs into the data.

Shannon Saccocia, Chief Investment Officer at Boston Private, takes a deep dive into how you can consider balancing need with opportunity in an uncertain environment.

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.