Individuals & Families
Focusing on investment and advisory solutions for Individuals and Families
Brown Brothers Harriman has provided customized investment advisory services to individuals and families for over 80 years. Our mission is to protect and grow our clients’ wealth over time. We strive to achieve that objective with the integration of world-class investment services and thoughtful wealth planning tailored to the individual needs of our clients. As a privately-held partnership, BBH has a unique culture that is built upon providing the highest level of service to our clients and a long-term commitment to helping them achieve their financial goals.
BBH’s comprehensive investment advisory service couples our expertise in asset allocation and risk management with world-class, proprietary investment management. Our investment teams manage leading equity, fixed income, and alternative investment strategies and also select best-in-class third party investment partners to create diversified portfolios for our clients. Our pursuit of investment excellence is complemented by our integrated wealth planning. BBH’s relationship management teams are equipped with formerly practicing trust and estate attorneys who advise our clients by developing solutions to what are oftentimes complex multigenerational wealth planning needs.
Through the BBH Trust Company, we also offer fiduciary services throughout the United States. BBH’s banking capabilities allow us to offer our clients flexible lending arrangements, which enable them to borrow money easily and inexpensively. BBH also provides clients access to best-of-breed legal, accounting, and insurance advice through our deep network of partners and advisors.
The firm was founded as a private partnership in 1818, and retains that ownership structure to this day. Rather than focusing on next quarter’s earnings, our partnership structure allows us to focus on consistently delivering superior client service today, tomorrow and into the future. Our clients benefit from the integrity, stability and confidentiality that that are inherent to our corporate structure. At BBH, our objectives are aligned with yours. In fact, most BBH Partners invest alongside our clients in the same investment vehicles and under the same terms.