SVB Private Perspectives

Family Office Connections: Begin Your Conversation on Security Today

In this week’s Family Office Connections, we are joined by Tim Robinson, Partner at Schillings, to discuss our family office risk survey findings. Listen now as he covers the impact of underestimation of cyber risks, insider threats, and common themes when family office security is attacked.

Family Office Connections: How Family Offices are Built and Run Effectively

In this week’s Family Office Connections, we explore the decision-making around how family offices are built and run effectively. We have three former family office executives who have seen many sides of this industry and worked with some of the most complex family office operations in the world. Our discussion includes perspectives on make or buy decisions around services, financial management operations, and talent trends. These experts also share their lessons learned from their unique experiences in this industry. Listen now.

CIO Update: Treasury Department Pulls the Plug on the Fed

The latest actions of the Treasury department have been met with mixed reactions.
Shannon Saccocia, Chief Investment Officer, briefly covers what investors are watching as public health concerns add uncertainty this holiday shopping season. Listen now.

Family Office Connections: Insurance

Jason Cain, Managing Director and Chief Wealth Strategist at Boston Private, is joined by Steven Zeiger, Managing Director at KB Financial Companies, for a discussion on best practices in insurance acquisition, including the new fiduciary standard governing life insurance sales, and the potential change in the tax landscape that may make these strategies more attractive. Their conversation covers insurance best practices for high-net-worth, young professionals, and family offices, how Private Placement Life Insurance (PPLI) functions and can mitigate taxes, and how to determine the amount of insurance to purchase. Listen Now.

CIO Update: Trending Backwards and the Economic Impact

With most of the US facing a second surge of Covid-19 juxtaposed with Europe taking swift action, what does our economic outlook look like? It might not be all doom and gloom. Shannon Saccocia, Chief Investment Officer, talks lifestyle spending, vaccines, and other factors creating volatility. Listen now.    

Family Office Connections: Evaluate Your Cyber Risk

Edward Marshall, Managing Director at Boston Private, is joined by Chris Pierson, CEO at BlackCloak, to discuss our family office risk survey findings. Listen now as they discuss ways to prevent malware, conducting background checks in a high-trust environment, and balancing your privacy at work and at home.

Family Office Connections: Protect Your Privacy

Edward Marshall, Managing Director at Boston Private, is joined by Anwar Visram, founder at Visram Security, to discuss our family office risk survey findings. Listen now as they dive into ways to prevent cyberattacks, finding strong risk management vendors, and privacy protection best practices across the globe.

Discipline and Mental Health: A Champion's Perspective

How is the pandemic impacting the mental health and well-being of athletes? Eddie Marshall, Managing Director, and Lisa Allen, Senior Vice President, invite Rob Ninkovich, former New England Patriot and ESPN NFL analyst, Dr. Mark Stonkus, a sports psychologist, and Jillian Dempsey, NWHL player, and teacher, as they discuss ways to maintain a positive athletic mindset facing Covid-19. Listen now.

CIO Update: Five Considerations with a Biden Administration and Split Congress

The markets factored in a massive stimulus package, so what now? Shannon Saccocia, Chief Investment Officer, digs into the impact on taxes, potential Fed action, how to quell a pandemic, and what risks China presents. Listen now.    

Family Office Connections: Security Risks & Threats

Edward Marshall, Managing Director at Boston Private, is joined by Kevin Hulbert, Senior Advisor at Dentons, to discuss our family office risk survey findings. Listen now as they talk about common security threats globally, how to approach travel risks, and ways to manage your social media.