Over time, parents have many opportunities to teach their children about money and financial planning, but, as they get older and more independent, they often stop listening. Trusted advisors like Boston Private are often better positioned to build on your lessons and engage your children in financial education and planning that are tailored to their individual needs.
Jay Carroll and Kathleen McQuillan, two of Boston Private’s senior advisors, shared lessons and strategies that they have used to effectively engage and empower the next generation. This complimentary webinar was moderated by Liz Moyer, a leading financial journalist for The Wall Street Journal and The New York Times.
The Boston Private philosophy around family banking and the resources your children can access
MEET OUR MODERATOR AND BOSTON PRIVATE EXPERTS
Liz Moyer – Moderator and personal finance/wealth management writer
Liz is a journalist with over 20 years of experience reporting on wealth, finance and banking for The New York Times, The Wall Street Journal, Forbes and other publications. She is currently an editor and contributor at New York Times' DealBook. She has twin high-school aged daughters and lives with her family in New York City. View Liz's full CV.
Jay Carroll – Senior Wealth Advisor at Boston Private
For the past 20 years, Jay has advised high net worth individuals, families and institutions across the U.S., Europe and Asia. Jay works with clients who have complex needs, utilizing his expertise in investment management, tax and estate planning, and lending to implement customized solutions. Through sophisticated financial planning, portfolio construction and risk management, Jay brings organization, structure, and peace of mind to clients.
Kathleen McQuillan – Senior Vice President at Boston Private
With more than 26 years of private banking experience, Kathleen works closely with a number of private clients to help them with their deposit and cash management needs. Kathleen is committed to building enduring, thoughtful relationships with each of her clients, providing them with exceptional personal attention, deep expertise and customized financial solutions for their evolving and complex financial needs.