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
At Boston Private we have to opportunity to partner with many diverse and talented business owners, helping them live their lives the way they want to and achieve their goals, hopes and dreams. Every single one of them has a different reason why they work so hard to achieve so much in life. We took 30 minutes with Renaud Megard, President and CEO of Nameplates for Industry, a global leader in high performing printed graphics solutions, to learn more about his biggest influences and what has driven the company’s success.Read Post
The founder of a successful business has taken his company public in an IPO. After this liquidity event, he now needs to create a personalized investment strategy to manage his assets and address his family’s short and long-term financial needs, which the founder has not fully identified.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
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