Dive into our latest episode
In Episode 5 of our audiocast in the family, Chris Tatlock is joined by Patrick Geddes, Aperio founder and BlackRock Senior Advisor, draw insights from BlackRock's latest paper to discuss how single family offices can apply an after-tax framework across real-world scenarios, from concentrated stock positions and liquidity events to operating businesses, estate planning, and family values alignment.
Discover more episodes
Episode 4
Demand for SMA vehicles and tax management is rapidly growing. We see long/short strategies as the next big industry disrupter. Listen to our latest audiocast episode to hear a discussion on tax-managed long/short strategies, their benefits and risks, tailored for family offices.
Episode 3
Listen to Catherine Kress, Head of BlackRock Geopolitical Research & Strategy, and Chris Tatlock, a Director on BlackRock's U.S. Family Office team discuss the upcoming U.S. election, broader geopolitical landscape, and how family offices can stay informed.
Episode 2
In this episode, Maisie Hughes, Head of Family Offices at SpiderRock Advisors, discusses concentrated stock selection.
Understanding clients' emotions is crucial. Maisie explores strategies to align emotions with portfolio objectives. Tune in for insights on family office advising and more.
Episode 1
Listen to the inaugural episode as Seema Ackerman and Alan McKenzie discuss our outlook for family offices. This exploration delves into the nuanced realm of family office insights. Embark with us on this journey as we navigate the currents of innovation, transformation and the evolving landscape within family offices.
