December 14—Chief Investment Officer Tony Roth and Harvard Law Professor Robert Sitkoff discuss ESG (environmental, social, governance) investing principles and how trustees may—or must—incorporate them into portfolios. Then, Portfolio Manager Steven Norcini weighs in on our ESG strategy.Robert Sitkoff, John L. Gray Professor of Law at Harvard UniversityPlease listen to important disclosures at the end of the podcast.
December 1, 2020, GEM 27 — Traditionally you may think of a limited liability company (LLC) as a business structure that is used to operate a business and protect business owners from certain lawsuits. However, an LLC can also serve as a management and asset protection structure for the family’s personal assets.
November 19, 2020, GEM 26 — Too often, small business owners fail to plan for the eventual transition of their businesses. However, planning for an inevitable ownership change is simply good business—and it starts years before the enterprise changes hands. Listen now as Director of Business Engagement John Campbell discusses why all business owners, regardless of the company’s size, should prepare for their future transition.