In this week’s Family Office Connections podcast, Richard Perez is joined by Don Phillips, Chairman and CEO of WP Global Partners for a discussion on the private equity space including making good decisions during difficult times, best practices when developing a private equity investment platform, and considerations to achieve meaningful returns. Listen now.

How do we position our portfolios to balance the opportunity presented by the economic stimulus and the short-term volatility resulted from Covid-19? Listen now as Shannon Saccocia, Chief Investment Officer, discusses her reasons behind why bonds are still worth a look in your portfolio.

As this summer boasted strong index returns on major gains in the tech sector, we’re now facing the potential for stagnating economic growth ahead of the election season, with uncertainties related to Covid-19 still on the horizon. Listen now as Shannon Saccocia, Chief Investment Officer, provides her analysis.

In this week’s Family Office Connections podcast, Edward Marshall is joined by Anne Lyons and Judy Boerner-Rule for a discussion on the evolution of the estate and lifestyle management industry and changes imposed by Covid-19. Listen Now.

Edward Marshall, Managing Director at Boston Private is joined by Jason Cain, Managing Director at Boston Private for a discussion on the Trump and Biden tax plans. Their conversation covers the tax proposals of the presidential candidates, an examination of the differences and potential preparations family offices should consider.

With the Fed taking a new approach to inflation, investors are now taking a wait-and-see approach to how that could affect their investments going forward. This week’s CIO Update features a conversation between Shannon Saccocia and Ryan McQuilkin, Head of Fixed Income, as they discuss this important policy change. Listen Now.

The disconnect between Main Street and Wall Street continues with a sharp rebound of stocks even as unemployment hovers over 10%. In this week’s CIO Update, Shannon provides her analysis on earnings growth recovery and subsequent events following the Fed’s actions to support the market.

Edward Marshall, Managing Director at Boston Private, is joined by three professionals who specialize in the space industry including a family office principal, a commercial space executive and a former astronaut. The discussion includes the dynamics of the commercial space industry, factors driving investment, various subsectors and how family offices are approaching the industry.