We’re pleased to provide you with insights like these from Boston Private. Boston Private is now an SVB company. Together we’re well positioned to offer you the service, understanding, guidance and solutions to help you discover opportunities and build wealth – now and in the future.
Listen to SVB Private experts and a Washington Strategist discuss how the 2020 election may impact the economy, global markets, and tax policy.
Their conversation covered:
- Current market conditions and market reaction to the election
- The impact on business and regulatory environments, family business ownership, and wealth management
- Real estate investing and retirement security considerations
- Tax implications
MODERATOR
Gerald Baker, Head of Trust & Fiduciary Services, Co-Head of Center for Wealth Planning Excellence, SVB Private
SPEAKERS
Jason Cain, Managing Director, Family Office Team, Co-Head of Center for Wealth Planning Excellence, SVB Private
Doug Fisher, Washington Strategist
Shannon Saccocia, CFA®, CIMA®, Chief Investment Officer, SVB Private
