SVB Private Perspectives

CIO Update: Impact of an Oil Oversupply

What’s happening with the price of oil? Shannon Saccocia, Chief Investment Officer, reviews the ripple effect lower prices have on the US economy. She covers three thoughts on how to put the volatility around oil prices in perspective.

Using Your Credit Wisely

An important component of your financial health is managing your credit.  Kathleen Kenealy, Director of Financial Planning, reviews three key components of monitoring and using credit wisely.

Unique Trifecta Creates Wealth Transfer Opportunities

Rising federal transfer tax exemptions, declining asset valuations and historic low intra family lending rates have created a unique wealth transfer opportunity. This webinar reviewed strategies family offices are deploying to capture the benefits.

CIO Update: Impacts of COVID-19 on Industry, Round Two

Job losses, infrastructure rationalization, debt management, and the global supply chain are all being disrupted. Shannon Saccocia, CIO dives into each of these in detail and in comparison to past financial crises. Listen now.

CIO Update: What’s different this time?

What is the data telling us about the current market and economic environment? Our Chief Investment Officer, Shannon Saccocia dives into the signals and what played out in past downturns of 1980, 1990, 2001, and 2008. She also provides perspective on why investor behavior almost never differs. Listen now.

Weathering Risk Management Issues Caused by COVID-19

COVID-19 has caused severe economic and operational disruptions to family office principals and executives across the board. Hear best practices family offices should consider to protect themselves during this time.

CIO Update: Is Cash King?

Listen now to hear our view on why now is the right time to review your liquidity needs alongside your desired investing outcomes. Shannon Saccocia, Chief Investment Officer at Boston Private, takes a deep dive into how you can consider balancing need with opportunity in an uncertain environment.

CIO Update: Potential Path to Economic Improvement

What could possibly happen next? With the impact of the spread of the coronavirus leaving an unprecedented amount of uncertainty, Shannon Saccocia, Chief Investment Officer at Boston Private, reviews three factors that could potentially lay the foundation for economic and equity market improvement in the U.S. Listen now to hear our view.

Putting Market Volatility in Context for Family Offices

Our Family Office Services team provided an update on how to address and manage the recent market volatility within the context of family office dynamics. With unprecedented health concerns and economic uncertainty at the forefront of everyone’s mind we understand that providing guidance on how to put these events into perspective for your principal is imperative.

CIO Update: Is a recession inevitable?

With the global economic landscape changing rapidly, Shannon Saccocia, Boston Private CIO, examines what the data tells us related to a recession.