Posts you may be interested in

California voters passed Proposition 19 in the November election. Two big changes to transfer tax laws pertaining to California real estate will go into effect in February.
Read Post
In this week’s Family Office Connections podcast, Edward Marshall, Managing Director at Boston Private, invites Billy Gouveia at S-RM as they discuss ways to position risk management mindset and reduce your chance of ransomware attacks. Listen Now.
Read Post
The coronavirus pandemic has made caring for a loved one with an illness or disability even more challenging than it usually is. Brought to you by our partners at Torchlight.
Read Post
While the Senate races in Georgia hang in the balance, we review what we can expect from the Biden administration after inauguration day.
Read Post
After a strong summer recovery in both consumer spending and manufacturing output, a second surge of Covid-19 has taken hold in the U.S. and Europe, putting the global economic recovery in jeopardy as the calendar turns to 2021.
Read Post
This week Shannon Saccocia reviews the current economic and market environment, and changes Boston Private has been making to portfolios ahead of 2021. Listen now.
iTunes Read Post
Investment technology has facilitated comprehensive advisory relationships tailored to the specific and often complex needs of affluent families.
Read Post
This week Shannon Saccocia provides a review of, after pandemic recovery, what will likely be a major priority of the incoming Biden administration - trade policy. Listen now.
Read Post
In this week’s Family Office Connections podcast, we are joined by Tim Robinson, Partner at Schillings, for a discussion on common cyberattacks and insider threats. Listen Now.
iTunes Read Post
In this week’s Family Office Connections podcast, Edward Marshall is joined by Dave Lancaster, Rebecca Maguire, Lyn Christensen, and Eran Schreiber for a discussion on best practices for managing a family office’s structure and life cycle. Listen now.
iTunes Read Post