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  • ""
    November 17, 2025
    • Capital Partners
    Managing Director Mike McGrann explores the unique competitive advantages (and constraints) of family businesses and how they can be utilized to better compete in the marketplace.
  • Shari Cassidy portrait
    November 17, 2025
    • Capital Partners
    In “Five Questions,” we sit down with Shari Cassidy, founder of Westside Children’s Therapy, to discuss the valuable lessons she learned from starting and scaling a thriving, family-centered pediatric therapy practice.
  • Infographic on Planning for the Future: Private business owners on wealth transfer, succession, and legacy
    November 17, 2025
    • Capital Partners
    Our third annual Private Business Owner Survey revealed that when it comes to business ownership, plans for the future are front of mind. This infographic takes a closer look at how owners are thinking about planning for their estates, succession, and legacies.
  • Portrait of Dr. Sian Beilock
    November 17, 2025
    • Capital Partners
    In this issue of Women & Wealth Magazine, we speak with Dartmouth College President Dr. Sian Beilock on the secrets behind performing under pressure and take a closer look at what the results of our third annual Private Business Owner Survey reveal about planning for the future. We also discuss navigating the unique competitive advantages of a family business, how to make the most of annual board meetings, and speak with Shari Cassidy, founder of Westside Children’s Therapy, on what it takes to run a private practice.
  • Performance Under Pressure: A Conversation with Dr. Sian Beilock
    November 17, 2025
    • Capital Partners
    Dr. Sian Beilock, the first woman president of Dartmouth College and a leading expert in performance psychology, discusses performance under pressure and insights from her studies and work within that field.
  • ""
    November 17, 2025
    • Capital Partners
    For private foundations, the annual board meeting is an opportunity to pause, reflect, and make thoughtful decisions about the year ahead. Head of Philanthropic Advisory Drew Rabe provides an overview of what matters most when planning and leading an effective annual board meeting.
  • ""
    September 11, 2025
    • Capital Partners
    Relationship Manager Laura Salibello defines the basic principles of investing and shares how parents can incorporate them into preliminary conversations when teaching kids about investing.
  • Women and wealth publication cover of Misty Copeland in a dance position
    July 23, 2025
    • Capital Partners
    This issue of Women & Wealth Magazine touches on several aspects of wellness, from personal well-being to finances to relationships. In our feature article, iconic ballerina Misty Copeland and BBH Partner Valentino Carlotti discuss purpose, passion, and the importance of mentorship. We also look at the current state of women and wealth, outline the importance of having a flexible estate plan, demystify prenuptial agreements, and speak with a founder of a global retail brand.
  • Misty Copeland in a dance position
    • Capital Partners
    Iconic ballerina Misty Copeland shares her insights on life, art, and mentorship with BBH Partner Valentino Carlotti, along with a behind-the-scenes glimpse into the world of professional ballet.
  • ""
    July 23, 2025
    • Capital Partners
    Increasingly, women are becoming the face of broad shifts within finance and global wealth in general. This infographic takes a closer look at the state of women and wealth 10 years after the launch of the Center for Women & Wealth.

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