Partnering with clients and families to achieve their personal, financial, and philanthropic goals
Our highly experienced wealth planners work closely with our clients' legal and tax advisors to provide information and counsel to clients and their families on trust and estate, tax, and financial planning matters as they relate to the client’s personal goals and overall investment strategy. By integrating wealth planning and investment management strategies, we seek to help our clients arrive at the most comprehensive, dynamic solutions for meeting their families’ current needs and for preserving and growing their capital over generations.
BBH sets itself apart by giving our clients access to their own local, dedicated senior wealth planner as part of their relationship team. Our wealth planners are all formerly practicing trust and estate attorneys who work closely with clients’ outside advisors. Together, we help to design an overall estate plan that meets personal and family objectives. We introduce additional wealth planning opportunities as they arise for clients to explore with their advisors.