SVB Private Perspectives

The latest actions of the Treasury department have been met with mixed reactions.

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.