At Boston Private we have to opportunity to partner with many diverse and talented business owners, helping them live their lives the way they want to and achieve their goals, hopes and dreams. Every single one of them has a different reason why they work so hard to achieve so much in life. We took 30 minutes with Renaud Megard, President and CEO of Nameplates for Industry, a global leader in high performing printed graphics solutions, to learn more about his biggest influences and what has driven the company’s success.

The founder of a successful business has taken his company public in an IPO. After this liquidity event, he now needs to create a personalized investment strategy to manage his assets and address his family’s short and long-term financial needs, which the founder has not fully identified.

A son in his late 60s owns a 50-year-old family business. His goal is to transition the business to the next generation.

A family Foundation's Board Members needed help redefining the Foundation's mission and aligning its investments with the family's goals.

A family matriarch, who has been managing her family's foundation for two decades, wants to transition duties to the next generation.

A family with four generations of living members has a trust with more than $50 million in assets that will be distributed in the coming year.

The Investment Committee of a local non-profit organization sought guidance in managing their investment portfolio.

A successful Professional has $5 million in assets spread across 20 accounts with over five different institutions.

An established family office, which serves a multi-generational family with assets of $100 million, has the majority of assets in trusts. The family office is thinly staffed and is in need of a partner with a flexible range of services to alleviate the administrative and time burden of partnership accounting and tax preparation, reporting, managing alternative investments (i.e., capital calls), and coordinating multiple external advisors.