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:
- Ibrahim AlHusseini, Founder, FullCycle, USA
- Georgie Benardete, Co-Founder and CEO, Align17, USA
- Veron Shim, Chief Executive Officer and Founder, Envysion Wealth Management, Singapore
- Steve Singer, Partner, Greenstein, Rogoff, Olsen & Co., USA Chaired by
- Michael Warszawski, Chief Executive Officer, CWM Partners, USA
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.
Saving Money for College: Education Credits
Saving Money for College: Education Credits Education credits are tax credits available for qualified education expenses paid by the taxpayer in the furthering of their education. Qualified education expenses are defined as an expense paid during the tax year for tuition and fees required by an eligible educational institution for student enrollment and attendance. Room…
Thinking About Giving up Your U.S. Citizenship? Think Twice
Thinking About Giving up Your U.S. Citizenship? Think Twice While not a lot of people ever entertain the thought of giving up their U.S. citizenship, there are more people every year that are making that choice. Among them are several wealthier people whose main reason for renouncing is to escape the country’s overloaded tax system;…
Health Care For Senior Citizens – Understanding Medicare!
Health Care For Senior Citizens – Understanding Medicare! By Dennis Wolfe In America having health care cost protection (also known as medical insurance) is not a right. Neither is it a right to access health care services. Health care services in strict economic definitions are simply services for which we consumers pay fees. As consumers…
Rate Yourself Using Debt-to-income Ratio
Rate Yourself Using Debt-to-income Ratio By Linda Stern WASHINGTON (Reuters) – If you were a company, what would the analysts be saying about you? Most investors use financial ratios to grade the companies the average debt to income ratio by age buy and sell, but they rarely subject their own finances to the same…