Insights

  • 24 Apr 2020 by Brooke Morimoto

      

     

    Shifting domestic and international political forces. Accelerating market volatility. The human and economic toll of COVID-19. In the midst of increasing uncertainty, it’s difficult to assess potential impacts and maintain peace of mind – a situation unsettling for advisors and their clients.

    Listen to a discussion on near-term prospects for the global economy and the potential impact of current events on client expectations and the family wealth industry. (Recorded 4/24/2020) 

    This event is sponsored by Schwab Advisor Family Office  

    With more than three decades of serving ultra-wealthy families and advisors, Schwab Advisor Services™ has the deep experience and extensive resources needed for today’s single- and multi-family offices. As an industry leader, we combine experts who deliver high-touch service with modern technology. It’s why 288 single- and multi-family offices custody with Schwab and why we are entrusted with $378 billion in ultra-high-net-worth household assets.

    Our mission at Schwab Advisor Family Office is to be the most trusted partner to advisors and family office professionals serving the ultra-wealthy community. Our dedicated team of experts is highly specialized in providing what is most critical to the modern family office. We offer subject matter expertise, curated thought leadership, and bespoke events to fuel the success and ensure the sustainability of the family office firms we serve.

    Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading and support services of Charles Schwab & Co., Inc. (Schwab), member SIPC .

    Independent investment advisors are not owned by, affiliated with, or supervised by Schwab.

    This is a sponsored feature developed by Family Wealth Alliance and supported by Charles Schwab.

    Family Wealth Alliance is not affiliated with The Charles Schwab Corporation.

    Family Wealth Alliance will share your information with Sponsor, Charles Schwab & Co., Inc. Schwab may use it to contact you and to send you additional insights from Schwab Advisor Services™. Read about privacy at Schwab at www.schwab.com/privacy.

    ©2020 Charles Schwab & Co., Inc. (“Schwab”). All rights reserved. Member SIPC .

    (0420-0H02) (04/20)

  • 17 Apr 2020 by Brooke Morimoto

    Watch this on-demand webinar with Dan Rahill, Wintrust Wealth Services, who addresses key provisions of the Coronavirus Aid, Relief, and Economic Security Act (CARES Act). Dan provides a high-level overview of the provisions most relevant to family offices contained in the Act, including:
    -    employee retention tax credits,
    -    payroll tax deferral
    -    retirement accounts, 
    -    tax changes, and
    -    small business loans or benefits.

  • 10 Apr 2020 by Brooke Morimoto

    More than half of advisors we’ve surveyed have reported struggling to calm clients during this crisis. When faced with stressful situations, some clients will act irrationally. Listen to this recorded webinar with experts from DNA Behavior discuss different client behavioral styles and how you can handle each one. Walk away from this session with a cheat sheet on how to identify potential reactions, navigate concerns, and mitigate stress.

  • 03 Apr 2020 by Brooke Morimoto

    Due to the urgency of this topic, we are making this webinar recording complimentary to non-members and your private clients.

    Dr. Sidfrord provided an update on COVID-19 and answered more of your questions related to the virus. In this 60-minute webinar, Christopher provided an overview of COVID-19 and answered attendee questions, including but not limited to:
    •    Updated status of the virus
    •    Expectations for the coming days, weeks, and months in the U.S.
    •    How to continue to protect yourself, clients, and families during prolonged quarantine 

    Christopher is the Founder, CEO and Medical Director of Black Bag: Emergency Global Medicine, a private emergency medical consultancy for individuals, families, and corporate executives who travel the globe.