Family Offices after the Era of COVID 19

Finding a Niche in the Hispanic Market for your Small Business; family offices after the era of COVID 19

 

Are family offices after the era of COVID 19 emerging stronger from the global pandemic? How are family offices reacting to the policies of the new US administration, both in the US and globally, in terms of their investment strategies and structures? With the acceleration of impact investing, led by the next-generation, are family offices best-placed to affect real change?

 

Timestamps of Family Offices After the Era of COVID 19 video panel discussion

0:00 Introductions

2:37 Are family offices emerging stronger from the global pandemic?

3:54 How are family offices reacting to the policies of the new US administration, both in the US and globally, in terms of their investment strategies and structures?

7:37 With the acceleration of impact investing, led by the next-generation, are family offices best-placed to affect real change?

17:25 Audience Q&A

25:08 Final words of gratitude and/or wisdom

 

Panel Participants:

We hope you found this video about family offices after the era of COVID 19 helpful.  If you have questions or need expert tax or family office advice that’s refreshingly objective (we never sell investments), please contact Steve Singer directly at contact us or visit our Family office page  or our website at www.GROCO.com.  Unfortunately, we no longer give advice to other tax professionals gratis.

To receive our free newsletter, contact us here.

Subscribe to our YouTube Channel for more updates.

Considerately yours,

GROCO, GROCO Tax, GROCO Technology, GROCO Advisory Services, GROCO Consulting Services, GROCO Relationship Services, GROCO Consulting/Advisory Services, GROCO Family Office Wealth, and GROCO Family Office Services.

Steve Singer, CPA, Partner Greenstein, Rogoff, Olsen & Co., LLP

Bio:

Throughout his life Steven Singer has been successfully guiding ultra high net worth individuals, entrepreneurs and families through many tax, personal and financial issues. Steve’s experience spans more than 37 years and his unique background and skills in venture and corporate finance, mergers and acquisitions, high net worth individuals, corporate and partnership taxation and strategic planning give him unmatched insight into helping his clients achieve success. He creatively leverages relationships to help his clients grow their businesses and achieve their goals.

/Steven Singer
Posted in

From the Streets to Self-Reliance

How Joseph Grenny’s Other Side Village Is Rewriting the Homelessness Playbook   A 2 a.m. Alarm and a Box of World-Class Doughnuts At two o’clock each morning in downtown Salt Lake City, former rough-sleepers slip into spotless aprons, fire up industrial mixers, and begin turning out pillowy brioche rings glazed with passion-fruit icing and drizzled…

Building a Legacy: A Fireside Chat with Martin Luther King III

In a thought-provoking fireside chat at our Legacy Builder’s Conference, Martin Luther King III shared profound insights on the concept of legacy, leadership, and the moral imperatives facing society today. Speaking with Alan Olsen, he reflected on his father’s enduring impact and his own efforts to carry forward that mission in today’s world. Defining His…

Turning Ordinary Lives into Living Legacies

“There was a measurable connection between how well they knew their family stories and how successful they were.” — Kasia Flanagan, founder of Everyday Legacies When historian‑turned‑biographer Kasia Flanagan examined the lives of mixed‑race German‑Samoan descendants for her PhD, she expected to chart migration patterns and cultural shifts. What she didn’t expect was the data point that changed her career:…

Roy Moëd on Turning Memories Into Masterpieces

“There are two dates: you’re born and you die — but it’s the dash in between that tells your story.”– Roy Moëd In an age of scrolling feeds and vanishing digital memories, Roy Moëd is championing something different — something timeless. Through his company LifeBook Memoirs, he’s helping individuals turn their life stories into beautifully…