When the time comes to create a generational legacy, the families that have been most successful have incorporated an additional element into their advisor teams beyond wealth management and tax mitigation. Family governance advisors have been quite effective in facilitating the transfer of generational wealth. In the third part of our generational wealth podcast series, Tom Rogerson, President and CEO of GenLeg Consulting and Boston Private’s Jason Cain share the impact governance advisors can have on your family legacy.

Boston Private Perspectives

Building a Comprehensive Advisory Team: Generational Wealth – Part Three

Manufacturing has been a significant but overlooked contributor to the economic recovery. However, ongoing trade policy tensions between the U.S and China have put a strain on manufacturing globally. Boston Private Chief Investment Officer Shannon Saccocia considers the dynamics between recent manufacturing performance, existing trade agreements and insular economic policies abroad. Listen now.

An unsung hero in the economic recovery

Successfully transferring family wealth from the first generation to the second employs skills many families already possess. In part two of their generational wealth series, Tom Rogerson, President and CEO of GenLeg Consulting and Boston Private’s Gerald Baker delve deeper into the strategies that have proven to be most effective with clients.

Strategies & Tools for Challenges Families Face: Generational Wealth – Part Two

As expected, increased consumer spending has driven the recent economic recovery. But will it continue? A supply-demand mismatch in the labor market, increased input costs and a shift in consumer sentiment have made the Fed’s job difficult while COVID-19 lingers. Boston Private Chief Investment Officer Shannon Saccocia weighs in on the Fed’s inflation dilemma. Listen now.

Between a Rock and a Tighter Place

Creating a family legacy can have its share of challenges. We sat down with Tom Rogerson, President and CEO of GenLeg Consulting to discuss pragmatic ways to avoid the hidden pitfalls families often face when developing generational legacies. In the first of a three-part series, Boston Private’s Gerald Baker and Mr. Rogerson discuss strategies you can use to overcome the issues that may stand in the way of generational wealth in your family. Listen now.

How Strong Families Survive Tough Times – Part One

Can the economic rebound be sustained during this time of uncertainty? U.S. trade policy, supply chain constraints and infrastructure spend will each play a role in this growth story. This week, CIO Shannon Saccocia examines the impact of these factors during the months ahead. Listen now.

CIO Update: Mid-Year Outlook Washington Policy, Cyclical Stocks and the Battle for Economic Growth

Ever wonder how you could be using debt as a strategic tool? Our own Gerald Baker sits down with our Head of Private Lending Karen Roses to discuss how using debt and leverage can be an important tool in a tax-efficient wealth plan.

How to Use Debt Strategically

Tools and technology have increased access to information and investing opportunities. Shannon Saccocia, Chief Investment Officer, provides three considerations before you dive into today’s hottest parts of the market.

CIO Update: Investing in 2021 – what are you actually buying?

As COVID-19 vaccinations continue here in the U.S., can we look forward to a more robust economy? Shannon Saccocia, Chief Investment Officer, recaps the first quarter of 2021 and offers her take on three critical factors impacting market behavior over the next several quarters. Listen now.

CIO Update: First Quarter Review – Thoughts on stock shifts, rising yields and presidential spending

Richard Perez, Chief Strategist,  sits down with leaders within the FinTech and Family Office space. Logan Allin, Managing General Partner at Fin VC, Johnson Cook, President & COO of Green Light and Suna Said, Founder & CEO Nima Capital discuss the state of the industry, trends, and impacts on the next generation. Listen now.

Family Office Connections: FinTech

In this week’s CIO Update, Shannon Saccocia takes a deeper look at the energy sector. From the infrastructure boom to changes over the last few decades and threats to current favorable pricing. Listen now.

CIO Update: What’s happening with energy stocks?

With massive stimulus just passed in Washington, it’s not surprising that the market is reacting to these significant fiscal policy moves. In this week’s CIO Update, Shannon Saccocia puts potential inflation risk into perspective. Listen now. 

CIO Update: Inflation Fears in Focus

Lately, it might feel hard to take a deep breath and see the upside. But improvement in economic data, resulting in higher interest rates and near term market disruption, is a positive sign and an important reminder to focus on the long-term. This week, Shannon Saccocia, Chief Investment Officer, takes a cue from her yoga practice to make sense of short-term market churn. Listen now.

CIO Update: Stay for the Exhale

Our own Joan Young sits down with Chris Frueh, clinical psychologist, professor of psychology at the University of Hawai‘i at Hilo with almost thirty years of professional experience working with military veterans and active-duty personnel. Chris shares with Joan the challenges that face special ops forces and how family offices and businesses can learn from their experiences and adapt as we have all been impacted in some way by this global pandemic.  

Family Office Connections: Special Forces

Most of us are trying to maximize engagement, whether it’s at home, with family, or at work, but where engagement is most in focus is obviously in the digital world. While the opportunity lies in vying for the attention of the consumer, investors are challenged to find value in this space. This week, Shannon Saccocia, Chief Investment Officer examines the digital landscape and the factors impacting tech stocks and discusses where investor opportunities may be.  Listen now.

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Boston Private Perspectives

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