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.

Posted in

Tax Education Expense

Tax Education Expense Attention engineers!! You may be able to deduct the cost of your tuition spent on your MBA degree. In order to do so, you must connect your MBA degree with a business purpose and it cannot qualify you for a new line of work. The current tax code gives tax breaks to…

Four Types of Income Tax Exclusions

Four Types of Income Tax Exclusions We are all interested in saving taxes. Through effective tax planning, you can preserve more of your wealth (or wealth that passes to your heirs) through eliminating income taxes on the gain. There are four types of income that may be excluded permanently. Income Exclusion #1 – Excluding Gain…

The Research and Development Tax Credit: Claim What You Deserve

The Research and Development Tax Credit: Claim What You Deserve By Shane T. Frank Many manufacturers are not aware that federal and state research and development (R&D) tax credit programs exist that may reward their day-to-day efforts aimed at producing a more efficient product. The Research and Development Tax Credit is a government-sponsored benefit that…

8 Rules of Building Wealth

8 Rules of Building Wealth

8 Rules of Building Wealth Forget Performance; look at fees! Remember that it’s not what you make, it’s what you keep. When evaluating an investment evaluate the cost to generate an investment return. If you are using an investment manager compare the performance of the investment net of fees. Be careful when entering into non-tradition…