This issue of Owner to Owner explores how to navigate roadblocks when it comes to decision-making with a business partner and when using philanthropy as a tool to unite families across generations. We also look at ways to maximize a business’s value in a sale and how – and why – to articulate a compelling narrative for your business.

Every business has a story. What matters is how it’s told – and who tells it. Senior Wealth Planner Ross Bruch explores why stories matter and how owners can craft a narrative for their business that lasts and evolves.

Head of the BBH Center for Family Business Benjamin Persofsky explores the changes that come with bringing on a business partner and best practices for navigating the decision-making landscape.

Families often turn to philanthropy as a way to sustain legacy and values across generations. Head of Philanthropic Advisory Drew Rabe and Managing Director Mike McGrann discuss potential roadblocks along this journey and how business owning-families can best navigate them.

Asset managers seeking to market funds on a cross-border basis face a variety of opportunities and challenges. So how do you identify in-country investment prospects and navigate local rules, regulations, and investor requirements?

In this issue of InvestorView, we provide a deep dive on debt and deficits, explore the possibilities of independent return strategies, and take a look at our approach to managing fixed income in uncertain environments. We also outline ideas for how trust beneficiaries can learn more about their roles and responsibilities.

Fixed Income Product Specialist Tom Brennan explores how we approach managing fixed income portfolios in all environments – even uncertain ones.

Partner and Chief Investment Officer (CIO) Justin Reed and Deputy CIO Ilene Spitzer explain how incorporating independent return strategies can provide a valuable source of returns amid market uncertainty.

Partner and Chief Investment Strategist Scott Clemons delves into the twin challenges of rising U.S. debt and deficits, exploring five possible solutions and the implications of this debt for investors.

In this issue of The Fresh Take, we highlight key insights from our annual Next Gen Summit. This summer, we hosted two cohorts – one middle school and high school students and one college age and young adults. Each group followed specific tracks, including age-appropriate finance and investing fundamentals, an economic update, networking receptions, inspirational speakers, and a panel of successful entrepreneurs.