Family Office Connections: Consolidated Reporting

20/07/2020 1h 4min Episodio 43
Family Office Connections: Consolidated Reporting

Listen "Family Office Connections: Consolidated Reporting"

Episode Synopsis

Edward Marshall, Managing Director at Boston Private, is joined by consolidated reporting professionals who specialize in supporting family offices. Rick Higgins, Padman Perumal and Eric Poirier discuss the history of consolidated reporting, innovations on the horizon, best practices for families looking to start or improve reporting and risk management considerations.