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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.