Market & Economic Insights

See how a two-phased approach to estate planning can offer short and long-term benefits to founders as their financial, professional and personal lives evolve. Ann Lucchesi, Managing Director, SVB Access  Gerald Baker, Head of Wealth Strategies 

Learn how founders have overcome the two biggest barriers to home ownership.  Mortgage eligibility and company financial reviews are two significant hurdles founders face when considering a home purchase. Hear effective ways to address these all-too-common obstacles.  

Structuring your business as a C-corp is an essential step for QSBS eligibility. Hear how the structure of your company may substantially impact your taxes during an upcoming liquidity event. - LLCs and S corporation business structures offer benefits but may cause you to miss substantial tax savings under the Qualified Small Business Stock exclusion. - Structuring your company as a C corporation is a requirement to qualify for the QSBS exclusion. - The potential tax savings via the QSBS exclusion is the greater of $10 million or 10 times your cost basis, whichever is higher.   Ann Lucchesi, Managing Director, SVB Access Danielle Greene, Managing Director, Fiduciary Advisor 

Hear how you may still qualify for the QSBS tax exclusion across multiple acquisition types, prior to hitting the 5-year holding period.

Prenuptial agreements can be especially beneficial to business founders and entrepreneurs. Hear ways that could help you avoid the common pitfalls and create a well-drafted prenup.

During our second episode, hear how successful founders pursue personal liquidity during company growth stages to help reduce risk and fund their family's day-to-day expenses.   Ann Lucchesi, Managing Director, SVB Access  Dave Buxton, Private Wealth Advisor 

During this podcast, discover the critical factors impacting equity holdings, learn to build an equity foundation and understand the significance of the QSBS exclusion. 

What can be done to capitalize on the increased volatility in the global currency markets? Shannon Saccocia, Chief Investment Officer, Emmett Maguire, Head of Multi-Asset Research at SVB Private and Ivan Asensio, Head of FX Risk Advisory for Silicon Valley Bank evaluate recent market activity and discuss investment strategies.  

Chief Investment Officer, Shannon Saccocia discusses the set of forces driving changes in fixed income securities with SVB Private's Head of Fixed Income, Garrett Mancini and Silicon Valley Bank's Head of Asset Management, Patty Kao.

In today's turbulent market it's important for investors to keep a level head as they pursue their financial goals. Chief Investment Officer, SVB Private, Shannon Saccocia, and SVB Private Wealth Advisors Flavia Trento and Ryan Fox discuss the many benefits advisors offer clients that go well beyond investment strategy implementation. 

Overcoming the obstacles faced by founders is never easy. As a female founder, there are often additional hurdles. Chief Investment Officer, Private Bank Wealth Management Shannon Saccocia, and SVB Private Bank Managing Director, Lorraine Monick, discuss the unique challenges facing female founders today.

Our own Shannon Saccocia, Chief Investment Officer and Dave Buxton, Relationship Manager at SVB Private Bank discuss important factors that impact your IPO journey – your advisory team, the execution plan, and the important estate planning components to consider.

For significant philanthropists seeking best practices, don't miss our latest podcast discussion. Bill Woodson, Head of Strategic Wealth Advisory and Family Enterprise Services, sits down with Steven Finn, Co-Founder & Co-Managing Partner, Siddhi Capital, Geoff DeLizzio, Chief Development Officer, Epilepsy Foundation of America and Colin Stewart, EVP, Strategic Partnerships & Philanthropy, Arjuna Solutions to discuss philanthropic giving best practices.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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. 

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.

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.  

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.

As macro forces continue to play a stronger role in market performance, corporate earnings have become a less effective barometer of share price movement. This week, Chief Investment Officer Shannon Saccocia examines the current factors impacting stock prices and discusses where investor opportunities may be during the back half of 2021. Listen Now.

Understanding the potential Biden administration tax agenda is complex. Shannon Saccocia, Chief Investment Officer, reviews what investors can expect from an increase in corporate and capital gains taxes during the first half of Biden's term.

Our own Tracy Tuens sits down with Tim Draper, a Silicon Valley venture capitalist and founder of Draper Associates, DFJ, and the Draper Venture Network, a global network of venture capital funds.  Tim shares how VC (and direct investing) has morphed during the last year through a global pandemic.

With the GameStop trade dominating the market narrative, Shannon Saccocia, Chief Investment Officer, shares a summary of what's happening, and our perspective on it.

As we approach the one year anniversary of the first case of Covid-19 in the US, how has this global pandemic impacted the economy, markets and governments? Shannon Saccocia reviews in this week's CIO update. Listen Now.

Shannon Saccocia, Chief Investment Officer, highlights where opportunities lie with stimulus package spending, taxes, and other key economic factors on the agenda in Washington. Listen now.

Shannon Saccocia, Chief Investment Officer, reviews how the COVID-19 pandemic lock-downs have impacted purchasing behavior from retail to home buying. Listen now.

Edward Marshall, Managing Director at Boston Private, is joined by Billy Gouveia, Managing Director at S-RM to discuss Family office risk survey findings. Listen now as they talk about positioning the right risk management mindsets and attitudes, reducing your chance of ransomware attacks, and best practices for protecting your privacy.

Shannon Saccocia, Chief Investment Officer, reviews the current economic and market environment, and changes Boston Private has been making to portfolios ahead of 2021. Listen now.

Shannon Saccocia, Chief Investment Officer, provides a review of, after pandemic recovery, what will likely be a major priority of the incoming Biden administration - trade policy.  Listen now.

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.

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.

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.

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.

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.    

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.

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.

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.

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.    

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.

Historically, the state of the economy can help predict the chances of an incumbent party remaining in the White House. So how will this year's election results play out following the pandemic recession? In this week's CIO Update, Shannon Saccocia provides some historical context, and a few thoughts on what could happen next. Listen Now.

We asked over 200 family office executives to give us their thoughts on risk and threat matters they face every day. The results were illuminating and answered many questions and provided some unexpected insights. Listen to our discussion with industry expert Chad Sweet, former Chief of Staff of the U.S. Department of Homeland Security and Co-Founder and CEO of The Chertoff Group. We review these findings, discuss U.S. election security, and discuss the relevant global geopolitical events affecting family offices. 

Edward Marshall, Managing Director at Boston Private is joined by Shannon Wilkinson, CEO at Reputation Communications, to discuss our family office risk survey findings. Listen now as they talk about peer network risk management, partnering with the right vendors, and reputation management trends and concerns.