Episodes
Monday Jul 20, 2020
Family Office Connections: Consolidated Reporting
Monday Jul 20, 2020
Monday Jul 20, 2020
Edward Marshall, Managing Director at Boston Private, is joined by consolidated reporting professionals who specialize in supporting family offices. Rick Higgins, Padman Perumal and Eric Poirier discuss the history of consolidated reporting, innovations on the horizon, best practices for families looking to start or improve reporting and risk management considerations.
Version: 20240320