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Once again consumer spending is shifting due to price gains and the surge in COVID-19 cases. However, stock performance remains strong despite waning economic data and stretched valuations. Added to the mix are economic policies in China that may negatively impact Chinese equities in the short term. As the summer comes to an end, investors would be wise to keep an eye on China’s policies as well as the Fed as it focuses on upcoming employment metrics.Learn More
The skills, tactics and resources needed to successfully transfer wealth from the first generation to the second are often present but overlooked by many families. In the second of three podcasts on the subject, Tom Rogerson, President and CEO of GenLeg Consulting and Boston Private’s Gerald Baker dig deeper into the series of steps they’ve found most effective when working with families planning generational wealth transfers.Learn More
Preparing to inherit wealth involves many interdependent facets that can become overwhelming. To overcome these challenges, Boston Private partnered with the University of Chicago Booth School of Business to develop a Mentorship and Preparedness Program that readied next generation family members for their transition. Hear about this 6-week program from a recent participant.Learn More