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

Taxes for Dummies

This is a great video explaining the US Government’s progressive tax system for those who don’t understand it! Is it fair that 16% of American taxpayers payed nearly 80% of all federal tax in 2014? Just to have politicians say that the wealthy haven’t payed their “fair share” yet.

What Happens to the Wealthy if Latest Estate Tax Proposals Pass?

What Happens to the Wealthy if Latest Estate Tax Proposals Pass?

What Happens to the Wealthy if Latest Estate Tax Proposals Pass? If you haven’t heard by now, there is a chance that wealthy business owners could be taking a big hit thanks to a proposal announced last month by the U.S. Treasury Department. We discussed this proposal in a previous blog: “Is Obama Secretly Trying…

California Voters Appear to Favor Higher Taxes for the Wealthy

  It’s no secret that California has one of the highest tax rates in the country, especially when it comes to the wealthiest taxpayers. So it wasn’t much of a surprise when back in 2012 residents voted in favor of Prop. 30, which installed a temporary income tax hike on the wealthy. Now fast-forward to…

Trump vs. Clinton and the Tax Plans We Could End Up With

  If someone asked you to explain the differences between the two presidential candidates’ tax plans would you be able give a clear explanation? If you answered “no” most likely you aren’t alone. It’s not uncommon during a presidential election for most voters to be confused at what the candidates are actually promising or proposing.…