Insights

  • 29 May 2020 by Brooke Morimoto

     

    Watch full screen here

        

    Dr. Joel Brill discusses the current status of COVID-19 testing, treatment, and containment. Joel explains how to identify FDA-authorized COVID-19 antibody tests and shares insights on the current state of diagnostics, antibody testing, and vaccine development.

    Sponsored by...

    Syntax takes the world's most widely used benchmarks and reweights them to diversify business risks. Instead of concentrating in the largest companies and the most popular sectors, we provide investors with a more balanced exposure across all available business opportunities. www.syntaxadvisors.com/

    Be sure to check out their featured Alliance Talks segment here on helping family offices make better investment decisions.

  • 15 May 2020 by Brooke Morimoto

    Like all industries, the family office community has been forced to pivot to exclusively virtual client service in just two months. What impact is this having on the high-touch client experience firms have worked so hard to perfect? In this on-demand webinar, we revisit the crowd-favorite Client Experience panel from our 2020 Alliance Summit in light of the recent crisis. Hear Matter Family Office and Brown Advisory discuss how family offices can maintain and enhance their client experience in this new virtual normal.

    Speakers
    - Kathy Lintz, Partner and Managing Member, Matter Family Office
    - Dune Thorne, Head of Client Experience, Brown Advisory
    - Moderated by Brian Hughes, President & Founder, Hughes Growth Strategies, Co-Founder, Touchpoint Growth Strategies

     View full screen here

  • 08 May 2020 by Brooke Morimoto

    Depressed prices, lower interest rates, and an election year: these economic shake-ups are creating unique wealth transfer opportunities for advisors and their clients. Listen to this on-demand webinar to hear experts from Day Pitney, Mazars, and BNY Mellon Wealth Management discuss adaptive solutions for private clients.  

    The discussion includes strategies on:

    • Estate and wealth transfer planning
    • Depressed valuations
    • Low interest rates
    • Scenario planning depending upon election results
    • What should be done now vs. post-election
     
    Panelist include:
    • Richard Bloom, Partner, Estate & Tax Planning, Mazars USA
    • Jere Doyle, Senior Vice President & Estate Planning Strategist, BNY Mellon Wealth Management
    • Amy Lonergan, Partner, Estate & Tax Planning, Day Pitney
    • Moderated by Jeff Carson, Senior Vice President, Diversified Trust

    View full screen video here

  • 06 May 2020 by Adam Rudiger

    We believe that ongoing market uncertainty and accommodative monetary policy may support gold investment demand.

    Gold is, in our view, a distinct asset class and a core risk management tool. An allocation to gold shouldn’t reflect a tactical reaction to market volatility spikes. We view gold as a strategic, long-term hold. We believe its unique investment properties may make gold a critical component of a well-balanced investment portfolio, in high times and low.

    Read the full article by Aberdeen Standard Investments here

  • 01 May 2020 by Brooke Morimoto

    You can view full screen here.

     

    Busy households and properties can be difficult to manage without a national crisis, but the easy transfer of infection with Covid-19 combined with the need for daily service staff and property vendors can be highly emotional and exhausting for many homeowners. 

    Watch this webinar with Teresa Leigh on how to identify and mitigate risk and liability regarding domestic staff and property vendors. She covers actionable steps for advisors to protect families by:

    • Lowering risk of infection in the home
    • Oversight of staff in vacant properties
    • To staff or not to staff
    • Variables of staff compensation vs. risk
    • Labor law concerns
    • Navigating through vendor contracts virtually
    • Client retention concerns post-pandemic