In this week’s Family Office Connections podcast, we discuss the impact of the CARES Act on charitable contributions. Listen now.

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.

An important component of your financial health is managing your credit.  Kathleen Kenealy, Director of Financial Planning, reviews three key components of monitoring and using credit wisely.

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.