SVB Private Perspectives

Geopolitical Challenges, Economic Implications and Family Office Opportunities Created by COVID-19

Listen to our discussion with the founders of The Chertoff Group, Former United States Secretary of Homeland Security Michael Chertoff and Chad Sweet, Former Chief of Staff of the Department of Homeland Security.

Family Office Connections: Impact Investing

Edward Marshall, Managing Director at Boston Private, is joined by three different family office principals, Sam Bonsey, Justin Rockefeller and Liesel Pritzker Simmons, who discuss their unique insights as investors and pioneers in the impact investing space. Their conversation includes trends for family offices, the state of impact investing during COVID-19 and best practices for family offices looking to start or deepen their impact investing activities.

CIO Update: Mid-Year Review Essentials

This week Shannon covers three reasons why now is the best time to review your portfolio and long-term goals. While volatility can drive emotions when the dust settles, were those in the moment decisions beneficial? Maintaining discipline can avoid costly mistakes. Listen now.

Family Office Connections: Fee Intelligence

Edward Marshall, Managing Director at Boston Private, Stephen Bodurtha, Founder & CEO at Flexbridge Partners LLC and Jason Cain, Managing Director at Boston Private discuss fee intelligence including how it works and how family offices are driving value and potentially saving money from these evaluations.

Dos & Don’ts of Retirement Plan Distributions Under the CARES Act

The CARES Act contained provisions that allows certain individuals to take a new type of coronavirus-related distribution, and waives the 2020 Required Minimum Distributions. Jason Cain, Co-Head of the Center for Wealth Planning Excellence and Kathleen Kenealy, Director of Financial Planning, sit down to discuss what this means for you. Listen now.

CIO Update: Virus Fatigue Leads to Reopening Uncertainty

As the US starts to reopen and equity markets fluctuate, should investors feel optimistic?  In this week’s CIO Update Shannon Saccocia reviews the market and economic trends and what the data is saying. Listen now.

CIO Update: Economic Emergence

As global economies reopen, skeptics of Wall Street and main street remain concerned. In this week’s CIO Update Shannon Saccocia discusses trends and what the data is saying. Is economic recovery on the horizon?

Family Office Connections: Investment Trends During COVID-19

Richard Perez, Managing Director and Chief Strategist at KLS, A Division of Boston Private is joined by Adam Johnson of Bullseye Brief to discuss work from home technologies and corresponding investment trends during COVID-19.

CIO Update: China Tensions

In our CIO Update this week Shannon Saccocia discusses the overlooked activity happening in China. As reopening occurs, but restrictions continue, there is a lot to watch when it comes to the region. Listen now to part one in a series of commentary on the impact of tensions in China.

Family Office Connections: Human Capital, Compensation and Staffing Insights

Edward Marshall, Managing Director at Boston Private is joined by executive search professionals to talk about the state of the industry during the pandemic and best practices in family office human capital management.