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

Why Are the Ultra-Wealthy So Good at Avoiding Taxes?

While many in the media, as well many lawmakers on the left, would have you believe that the nation’s wealthiest individuals are really good at skipping out on their taxes and that they don’t pay their fair share, the fact is, in most cases, that’s not true. Yes, it is true that many of he…

Why Aren’t People Spending Their Tax Refunds?

Economists, politicians and people in general like to discuss the nation’s economy and where it stands at any given moment. There are many different points that are touched on and several aspects that are used as evidence to make important points. However, one indicator of the economy’s health that can never really be argued is…

Tax Exemption Legislation Could Be Good News for Political Donors

The Republican lead Congress recently passed some new legislation – without garnering much attention at all – that could be a big boon for major donors of political organizations and groups. The bill could protect big donors from having to pay gift taxes on their large donations to these political groups. The bill, which is…

To Extend or Not to Extend, That Is the Question?

Have you looked at your calendar yet today? Have you noticed that April 15 has already come and gone? Of course, it’s pretty hard to miss tax day, but some people actually do. So should you file an extension now if you didn’t make it on time? Some people believe filing an extension is a…