Are you experiencing market sentiment whiplash?  While investors have been feeling the stark pessimism and exuberance of the market, our CIO Shannon Saccocia provides a perspective on the last two months and the challenges that haven’t yet been priced into the market. Listen now.

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.

Are you a rational investor? Our CIO Shannon Saccocia covers the three types of biases that are relevant given the current economic environment.

Our CIO Update podcast this week covers the challenges and opportunities presented when investing outside of the U.S equity market. The COVID-19 global health crisis isn’t likely to dampen opportunity over the long-term. Listen now for our perspective.

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.

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.