What could an infrastructure package look like following the upcoming U.S. elections? Listen now as Shannon Saccocia, Chief Investment Officer, provides her analysis on how such a package might be structured, and how the priorities differ between the Democrats and the Republicans.

In this week’s Family Office Connections podcast, Edward Marshall is joined by Denton’s Public Policy and Regulation practice members Ron Kaufman, Mayor Michael Nutter and Eric Tanenblatt for a discussion on policy issues around Election 2020. Listen now.

Our investment team discusses employment, fiscal and monetary policy, and earnings as we wrap up the third quarter and look ahead towards the end of 2020. Listen Now.

In this week’s Family Office Connections podcast, Edward Marshall, Jason Cain, William Martin, Jack Maier, Jonathan Moore, and Matt Keis discuss the Covid-19 impact on privately held business transactions and what we can expect after the pandemic. Listen now.

With President Trump’s positive COVID-19 test, what has happened thus far in the market, what could we see happen next, and what are the long-term implications? Listen now as Shannon Saccocia, Chief Investment Officer, discusses the impact on investing and the economy after Trump’s diagnosis.

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.