As a privately-owned partnership, Brown Brothers Harriman has insight into the unique challenges facing closely-held businesses and their owners. Our suite of services is built to support closely-held business-owners through the three primary phases of their wealth cycle: creation, transition, and preservation. By looking at the wealth cycle holistically, we advise clients as they make the key decisions required to grow and protect their businesses and families over years and even generations. Our financial solutions are tailored to each client and based upon our own years of experience building value, managing an enduring business, and transitioning ownership.

As a commercial bank we lend to private companies, providing critical cash infusions to help growing businesses create value for their owners by funding major nonrecurring events, such as strategic acquisitions, shareholder buyouts, and capital expenditures. When an owner is ready to transition the wealth he or she has created out of the business or to future generations, our M&A advisory experts offer strategies to minimize the financial and tax consequences of a complete business sale to an outsider or the transition of part or all of the company to insiders.

After managing this transition of wealth for business owners, our wealth management services aim to protect and grow our clients' assets over time by integrating world-class investment services and thoughtful planning tailored to the unique needs of each client.

Throughout any phase of the wealth cycle, clients can count on BBH to deliver consistently superior client service. As the oldest and largest private bank in the United States, we’re able to focus on the needs of our clients today, tomorrow and into the future, rather than on next quarter’s earnings. Our clients benefit from the integrity, stability and reliability that are inherent in our corporate structure.