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  • ""
    November 27, 2024
    • Capital Partners
    Managing Director Mel Ounanian discusses how business owners who have established a trust can get their family to understand how beneficial a trust can be by looking at the beneficiary’s perspective.
  • ""
    November 27, 2024
    • Capital Partners
    Principal and Senior Wealth Planner Kerri Mast looks at considerations for private business owners with private foundations.
  • November 21, 2024
    • Capital Partners
    In this issue, we spotlight several members of the Owners’ Council, look at how private business owners are approaching artificial intelligence, and review how departing leaders and business owners can smooth the transition process. We also provide a year-end planning checklist to get prepared for 2025 and discuss the concept of “overwork” with author Brigid Schulte.
  • November 21, 2024
    • Capital Partners
    How are private business owners navigating the rapid rise and development of artificial intelligence? Using data from our second annual Private Business Owner Survey, this infographic sheds light on owners’ adoption of the latest technology.
  • November 21, 2024
    • Capital Partners
    The new year is almost upon us – are you ready? This checklist covers important income tax and estate planning tasks and reminders to be aware of before 2025.
  • October 23, 2024
    • Capital Partners
    In anticipation of the sunset of the 2017 Tax Cuts and Jobs Act exemption amounts, BBH Senior Wealth Planner Stacia Kroetz reviews how business owners can make the most of the currently high exemptions while they are still available.
  • October 01, 2024
    • Capital Partners
    Our survey reveals how private business owners are addressing current technology trends, future succession planning, and family communication dynamics. Explore the results.
  • ""
    September 10, 2024
    • Capital Partners
    Senior Wealth Planner Kerri Mast discusses effective nonprofit board governance during complex and uncertain times.
  • Healthcare, insurance and wooden blocks in studio on an empty gray background for safety or security. Abstract, medicine and health with block toys in a hospital or clinic for medical care
    • Capital Partners
    BBH Principals Alison Hutchinson and Brett Sovine and Assistant Vice President Lindsay Hodgkins discuss how to provide financial support for family members in a time of crisis without unnecessary tax and complexity.
  • ""
    August 23, 2024
    • Capital Partners
    Senior Wealth Planner Ross Bruch lays out an eight-step guide for getting your estate plan in order.
  • Family tax benefit, inherit tax, property or estate and household tax concept : Tax bag, family with kids living in a residential facility, a dollar bag, a car, a first aid kit are atop coin stacks.
    August 23, 2024
    • Capital Partners
    BBH Senior Wealth Planner Alison Hutchinson explains why now is the time to fund a revocable trust.
  • ""
    August 23, 2024
    • Capital Partners
    Parents may think that after high school, there is not much more they can do to educate children about the value of money. Here, Relationship Manager Beth Milkovits explores the ways that parents can prepare their college-age and emerging adult children to be financially responsible adults.
  • ""
    July 30, 2024
    • Capital Partners
    We discuss the ways in which the worlds of investing and philanthropy are becoming more integrated and the importance of cross-generational conversations around this topic.
  • ""
    July 10, 2024
    • Capital Partners
    In this video, BBH Chief Investment Strategist Scott Clemons discusses current market dynamics, explains how to calculate your organization’s unique spending rate, and provides tangible solutions to organizations grappling with these issues.
  • ""
    • Capital Partners
    What should be front of mind when planning to sell your business? BBH Senior Wealth Planners Ali Hutchinson and Karin Prangley review some key estate planning considerations for business owners preparing for a sale.
  • ""
    June 24, 2024
    • Capital Partners
    Senior Wealth Planner Alison Hutchinson delves into the advantages of intra-family loans in this rising interest rate environment.
  • ""
    June 24, 2024
    • Capital Partners
    Senior Wealth Planner Alison Hutchinson explores time-sensitive and beneficial wealth planning strategies to consider amid the current volatility.
  • Illustration of many arrows changing way to converge toward objective on kraft paper
    May 14, 2024
    • Capital Partners
    What does the future of philanthropy look like in a changing landscape? Head of Philanthropic Advisory Kerri Mast explains how the once-defined “lines” governing philanthropy are beginning to blur and how to take advantage of these changes in your giving plans.
  • A woman arranges red heart shape puzzles
    May 13, 2024
    • Capital Partners
    Senior Wealth Planner Nicole Jackson Leslie walks through charitable opportunities, touching on what to give, how to give, and important tax considerations.
  • ""
    May 01, 2024
    • Capital Partners
    Senior Wealth Planner Nicole Jackson Leslie provides five tips for vetting charitable organizations before you give.
  • ""
    • Capital Partners
    The decision to pursue an outside exit strategy, as opposed to a traditional family ownership succession path, is a difficult one. We lay out several steps that owners who are grappling with this issue can take as they seek to determine the best strategy for themselves, the family and the business.
  • ""
    April 19, 2024
    • Capital Partners
    BBH Senior Wealth Planner Kerri Mast discusses how economic disruption can affect endowments and shares how to review spending policies to mitigate negative impact.
  • Full cover of the Spring 2024 issue of Women and Wealth Magazine
    April 17, 2024
    • Capital Partners
    In this issue of Women and Wealth, we release our annual list of Women to Watch, investigate the gap in women’s health care, and discuss the power of storytelling. We also learn how to navigate the tensions of the coming election season and explore the meaning of financial feminism.
  • ""
    April 17, 2024
    • Capital Partners
    We look at the art and science of storytelling as an important tool for navigating wealth planning and family legacies.
  • March 22, 2024
    • Capital Partners
    Senior Wealth Planner Stacia Kroetz and Senior Relationship Associate Max Kesner address a common question we see clients wrestle with: Should I buy a house with my trust or other assets?
  • Shift your mindset: innovation in family business. Owner to Owner.
    March 07, 2024
    • Capital Partners
    In this issue of Owner to Owner, we look at the business environment so far in 2024, explore how to cultivate innovation and motivation in family and privately-owned businesses, discuss the benefits of creating a family constitution, and give an update on the Corporate Transparency Act.
  • ""
    March 07, 2024
    • Capital Partners
    Senior Wealth Planners Karin Prangley and Anne Warren cover an important topic for private business owners: creating a family constitution to enable seamless business and wealth transitions.
  • ""
    March 07, 2024
    • Capital Partners
    Senior Wealth Planner Ross Bruch looks at the science behind how business owners can pass down motivation and determination to younger generations.
  • ""
    March 07, 2024
    • Capital Partners
    We cover the essentials of the 2024 Corporate Transparency Act: what it is, who it affects, and how to take action.
  • Private Lessons: Investing Like an Owner
    February 06, 2024
    • Capital Partners
    In this issue of InvestorView, we discuss how to invest with an owner mindset, the positive outlook for bonds in 2024, and explore the benefits of freezing a GRAT in the current market environment. We also review the state of the markets and economy as we head into the new year.
  • ""
    • Capital Partners
    Senior Wealth Planners Alison Hutchinson and Stacia Kroetz share why it may be beneficial to “freeze” a GRAT in today’s market environment.
  • Dollar coins falling to glass jar with books and stationary around 3d vector illustration line art
    December 13, 2023
    • Capital Partners
    The formula is simple: As we grow and mature, we turn our human capital into financial capital. BBH Chief Investment Strategist Scott Clemons and Relationship Manager Laura Salibello pull apart how we can turn that formula into a way to plan for the future – and the unexpected – using a personal balance sheet.
  • Gaurav Sharma
    December 13, 2023
    • Capital Partners
    In this Next Gen Spotlight, Relationship Manager Mack Dowling sits down with Gaurav Sharma, founder and CEO of Capitalize, to discuss career lessons and the importance of remaining focused on your mission.
  • ""
    December 13, 2023
    • Capital Partners
    Relationship Associate Elise Johnston provides strategies for making the most of your income and getting on the path toward achieving long-term financial growth, stability, and success.
  • ""
    December 13, 2023
    • Capital Partners
    Relationship Manager Laura Salibello outlines key considerations for getting your first credit card.
  • ""
    November 30, 2023
    • Capital Partners
    A comprehensive tax plan considers not only federal gift, estate, and generation-skipping transfer tax, but also state and local income tax and transfer tax rules. Here, we break down a common scenario of moving from New York to Florida.
  • ""
    • Capital Partners
    We outline key year-end opportunities as they relate to gifting, income tax planning, retirement planning, and planning in a high interest rate environment, as well as provide a year-end checklist based on your goals.
  • ""
    September 23, 2023
    • Capital Partners
    Senior Wealth Planner Ali Hutchinson and Stacia Kroetz look at spousal lifetime trusts – an estate planning strategy that may be the right fit for individuals who wish to transfer assets to others during life, but who also want to maintain access to the funds.
  • ""
    September 14, 2023
    • Capital Partners
    Relationship Manager Elizabeth Madden reviews some of the benefits included in employee health insurance plans that go beyond your typical retirement and insurance elections.
  • ""
    September 14, 2023
    • Capital Partners
    Senior Relationship Associates Sean Kennedy and Lucy Townend discuss the key differences between HSA and FSA plans so you can best plan for the future.
  • ""
    September 13, 2023
    • Capital Partners
    BBH Relationship Manager Beth Milkovits provides a guide for introducing the concept of money and its value to children. She outlines the different ways parents can present money management responsibilities and impart the value of a dollar and importance of giving to their children in various stages of childhood development.
  • ""
    • Capital Partners
    BBH Partner Kathryn George, Head of the Center for Family Business Ben Persofsky, and Senior Wealth Planner Ali Hutchinson explore the various roles of a family business’s board of directors in succession planning.
  • ""
    August 29, 2023
    • Capital Partners
    We review why a charitable mission is important and provide guidance on how to approach crafting a mission statement that enables you to take philanthropy beyond just “being charitable” or “giving back.”
  • Murray Nossel
    • Capital Partners
    In this issue’s feature interview, we speak with Narativ Co-Founder Murray Nossel about his passion for storytelling, why it’s so important that people – especially business owners – record their stories, and how they can negotiate their legacies.
  • ""
    August 08, 2023
    • Capital Partners
    BBH Senior Wealth Planner Ross Bruch looks at Mihaly Csikszentmihalyi’s research on the idea of “flow,” or energized, focused enjoyment of a task. He discusses how owners and managers can cultivate flow at work to their employees’, and business’s, benefit.
  • The Future of Women's Health: Discussing Innovation with Three Women Leaders in Healthcare. Featuring Dr. Connie Lehman of Clairity, Heather Monroe of Monroe Wellness, and Dr. Katherine Saunders of Intellihealth.
    August 02, 2023
    • Capital Partners
    In this issue of Women & Wealth Magazine, we speak with a group of women driving change in the healthcare space, explore the complexity of teaching the value of digital currency to children, provide three strategies for maximizing time, and learn more about the current state of motherhood in the U.S.
  • What We Believe: The 10 Ps of Manger Selection
    July 25, 2023
    • Capital Partners
    In this issue of InvestorView, we cover our “10 Ps” of investment manager evaluation, review the current state of the markets, discuss our approach to investing in private markets, examine the rise of generative AI, and look at results from our 2023 Private Business Owner Survey.
  • ""
    June 26, 2023
    • Capital Partners
    Senior Relationship Associates Amy Orser and Holly Rule look at several tax-efficient strategies for parents looking to pass wealth to children: 2503(c) trusts, trusts with Crummey withdrawal rights, UGMA/UTMA accounts, and 529 education savings plans.
  • ""
    June 26, 2023
    • Capital Partners
    We cover three types of insurance – health, life, and disability – to review if you’re expecting.
  • ""
    June 26, 2023
    • Capital Partners
    Relationship Associate Lucy Townend discusses the risks and challenges involved with the decision to leave the workforce and the steps you can ‎take to make the decision a positive one for the entire family.
  • ""
    June 26, 2023
    • Capital Partners
    Senior Relationship Associate Sean Kennedy looks at the benefits and drawbacks for couples considering a DINK, or “dual income, no kids,” life.
  • ""
    June 15, 2023
    • Capital Partners
    Head of Philanthropic Advisory Kerri Mast discusses a common dilemma among philanthropically inclined individuals: the decision to set up a private foundation vs. a donor-advised fund.
  • ""
    June 14, 2023
    • Capital Partners
    We cover key areas of the philanthropic journey, highlighting considerations when thinking about how to give back.
  • ""
    June 08, 2023
    • Capital Partners
    We speak with Kevin Duncan, the BBH Trust Company’s director and head of estate administration, about the role estate administration plays in helping families thrive for generations and why a corporate executor may be the best option in certain situations.
  • ""
    June 06, 2023
    • Capital Partners
    Wealth Planner Peter Moshang covers considerations for those looking to help family members buy a home.
  • ""
    May 24, 2023
    • Capital Partners
    Senior Wealth Planner Kerri Mast discusses developments regarding the extent to which trusts are protected from creditors in the event of divorce.
  • ""
    • Capital Partners
    Alison Hutchinson and Melineh Ounanian outline some ideas for how trust beneficiaries can learn more about their roles and responsibilities.
  • ""
    • Capital Partners
    Adrienne Penta, the executive director of the BBH Center for Women & Wealth, and Alison Hutchinson, a senior wealth planner, focus on the topic of families, wealth and communication, discussing the guiding principles that we believe help families create life-affirming, enduring, effective wealth plans.
  • ""
    May 10, 2023
    • Capital Partners
    Managing Director Brett Sovine discusses section 6166 of the Internal Revenue Code, which in certain situations permits the executor of an estate to defer federal estate tax on a closely held business following an owner’s death.
  • ""
    May 09, 2023
    • Capital Partners
    The tax benefits for investing in or founding certain startup businesses can be incredible. Not all investors or founders can take advantage of these benefits, but for those who can, millions of dollars of tax can be saved – and with proper planning, potentially even more.
  • ""
    May 02, 2023
    • Capital Partners
    We discuss upstream gifting, an increasingly popular estate planning technique that involves making gifts up the family tree, rather than downstream.
  • Women to Watch in 2023
    April 27, 2023
    • Capital Partners
    In this issue of Women & Wealth Magazine, we feature a group of inspiring women business owners and leaders to watch in 2023 and look at the next generation of women business owners, estate planning for blended families, and time affluence.
  • ""
    • Capital Partners
    BBH Wealth Planner Michael Shapiro provides a primer on estate planning for blended families and considerations for couples who are remarrying to create blended families.
  • ""
    April 27, 2023
    • Capital Partners
    BBH Senior Wealth Planner Ross Bruch explores “time affluence” – a term that refers to the idea that, like money, time can be saved, spent, and wasted. He addresses wealth’s impact on time affluence, how to cultivate it, and how to avoid “time poverty,” which can lead to a lack of mindfulness and cognitive overload.
  • ""
    April 25, 2023
    • Capital Partners
    Alison Hutchinson and Melineh Ounanian discuss the fundamentals an individual must follow in order to be a good trustee when the trust owns business interests.
  • ""
    April 24, 2023
    • Capital Partners
    We discuss tax planning for the terminally ill or elderly, covering the basic necessities and more advanced techniques around death-bed tax planning.
  • ""
    April 21, 2023
    • Capital Partners
    BBH Wealth Planner Peter Moshang discusses the permanent extension of the IRA charitable rollover, focusing on the benefits it provides philanthropic individuals in their charitable gift planning.
  • ""
    April 12, 2023
    • Capital Partners
    BBH Senior Advisor Ellen Perry discusses the complexities surrounding a liquidity event and covers ways to make the transition more successful.
  • ""
    March 29, 2023
    • Capital Partners
    BBH Senior Wealth Planner Ross Bruch shares insights gleaned from research on how money – and in particular, wealth – might influence happiness.
  • ""
    March 21, 2023
    • Capital Partners
    Prenups are often portrayed in a negative light, but when approached the right way, they can be a practical way to make things a lot easier down the road, if a relationship doesn’t work out. Here’s what to know.
  • ""
    March 16, 2023
    • Capital Partners
    Adrienne Penta, the executive director of the Center for Women & Wealth, explores 10 important strategies for raising children to be responsible stewards of wealth. It is never too late to start!
  • ""
    February 12, 2023
    • Capital Partners
    Managing Director Brett Sovine discusses an appealing retirement savings option for working next generation members: the Roth IRA.
  • ""
    • Capital Partners
    Adrienne Penta, executive director of the BBH Center for Women & Wealth, and Nicole Jackson Leslie, senior wealth planner, explore how a donor can guide a trustee, even after a trust has been created, to help ensure the trust is used to support and perpetuate a family’s core values for generations to come.
  • ""
    February 02, 2023
    • Capital Partners
    BBH Senior Wealth Planner Ross Bruch looks at investment-related biases and offers solutions to help recognize and minimize their negative effects.
  • ""
    January 06, 2023
    • Capital Partners
    Senior Wealth Planner Ali Hutchinson breaks down several estate planning techniques for individuals who have maxed out their available gift tax exemptions, as well as techniques that can be used to enhance gifts that have already been made and trusts that are already in place.
  • ""
    • Capital Partners
    Many have questions about the financial and tax ramifications of the decision to get married. We discuss the potential benefits and drawbacks to a legal marriage from that perspective.
  • ""
    • Capital Partners
    How can we continue to foster family togetherness in the year? Ali Hutchinson and Laura Salibello share five resolutions to help your family stay connected this year.
  • ""
    • Capital Partners
    Ellen Perry, Ali Hutchinson and Laura Salibello lay out five questions to ask during the holidays to spark discussion around the dinner table and provide tips for how to approach these conversations.
  • ""
    November 09, 2022
    • Capital Partners
    Head of Philanthropic Advisory Kerri Mast examines four reasons why people give to charity other than tax benefits – which research has shown are typically not the primary driver of charitable giving.
  • ""
    November 01, 2022
    • Capital Partners
    Senior Wealth Planner Ross Bruch examines the role buy-sell agreements can play in helping family businesses plan for intrafamily succession.
  • ""
    July 25, 2022
    • Capital Partners
    In the feature article of this edition of Women & Wealth Magazine, Adrienne Penta examines the criticality of intergenerational communication around wealth values. She discusses three steps for families to use in articulating, living and communicating their essential values.
  • ""
    June 14, 2022
    • Capital Partners
    Senior Wealth Planner Kerri Mast discusses how families can use philanthropy to create a platform for teaching the next generation about family values.
  • ""
    • Capital Partners
    Engaging and preparing the next generation in the succession planning process can be daunting. We share several components that can help the process run smoothly.
  • ""
    January 26, 2022
    • Capital Partners
    To say choosing a legal guardian is an important decision in an understatement. Here, BBH's Lindsay Hodgkins outlines some factors you might wish to consider.
  • 10 Strategies for Raising Kids with Wealth
    December 03, 2021
    • Capital Partners
    In this issue of Women & Wealth Magazine, we explore leadership, mentoring and life lessons from a wide range of perspectives. Whether you’re a parent hoping to raise children to be responsible with wealth, an executive leading a diverse team, a young person starting out or an engaged philanthropist learning from the past, we believe you’ll find important and helpful insight in this issue.
  • Dr. Tyrone McKinley Freeman
    December 03, 2021
    • Capital Partners
    Senior Wealth Planner and Director of Philanthropic Advisory Kerri Mast recently spoke with Dr. Tyrone McKinley Freeman about his research on Madame C.J. Walker, America’s first self-made woman millionaire. They explore her approach to charitable giving, activism, social service provisions and how we might better foster equity and inclusion in grantmaking.
  • ""
    July 13, 2021
    • Capital Partners
    This issue of Women & Wealth Magazine focuses on sustainability – both personal and global. We speak with the co-founders of Sakara Life about building a successful plant-based meal delivery business, explore how to build and maintain personal resilience, and share insights on engaging the next generation in philanthropy.
  • ""
    July 13, 2021
    • Capital Partners
    BBH Partner Kathryn George and Senior Wealth Planner and Director of Philanthropic Advisory Kerri Mast discuss how to best approach engaging the next generation in family giving – and some strategies for when it doesn’t go as you expected.
  • ""
    June 02, 2021
    • Capital Partners
    We examine the story of Madam C.J. Walker, America’s first female self-made millionaire and a Black woman, which offers some useful lessons for the intersection of business, personal values and philanthropy.
  • Creating jobs, changing lives, a conversation with Shelly Wilson, Co-Founder and COO of Chime Solutions
    April 28, 2021
    • Capital Partners
    In this issue of Women & Wealth Magazine, we focus on women who are having an impact through the communities in which they work, the businesses they operate and the philanthropic endeavors they pursue.
  • Finding Your Work-Life Sweet Spot: A Conversation with Victoria Mars, First Corporate Ombudsman and Former Chairman of Mars
    January 25, 2021
    • Capital Partners
    In this issue of Women & Wealth Magazine, we kick off the new year with a focus on wellness, which is particularly important in the time of COVID-19 and all of its many implications for our daily lives.
  • The philantrhopy issue: Turning up the volume: Luis and Lin-Manuel Miranda on amplifying their impact with the Hispanic Federation
    November 21, 2019
    • Capital Partners
    Senior Wealth Planner Anne Warren discusses the Miranda family’s philanthropic commitment and activity, including a new donor-advised fund program with the Hispanic Federation.
  • Ann Smead
    November 21, 2019
    • Capital Partners
    We sit down with philanthropist Ann Smead to discuss her work at the University of Colorado Boulder, the importance of measuring outcomes and her advice for today’s philanthropists.
  • Lea Culver
    November 21, 2019
    • Capital Partners
    We sit down with philanthropist Lea Culver, co-founder of fast-casual restaurant chain Culver’s, to discuss the work that is being done through the Culver’s Foundation, her personal approach to philanthropy and how she has engaged the next generation in her giving.
  • ""
    November 21, 2019
    • Capital Partners
    Senior Wealth Planner Kerri Mast explores innovative solutions today’s philanthropists are using, including implementing new organizational structures, maximizing the impact of their investments and making nontraditional grants.
  • ""
    June 21, 2019
    • Capital Partners
    Wealth Planner Nicole Jackson Leslie provides an overview of key estate plan personnel and criteria to keep in mind when filling these roles.
  • January 22, 2019
    • Capital Partners
    Many parents and scholars would like to understand how the transmission of generosity from parents to children occurs. Andrea Pactor and Jacqueline Ackerman of the Lilly Family School of Philanthropy Women’s Philanthropy Institute share their findings on the “generosity gene” and how to create a strong foundation for the continuity of family giving.
  • ""
    July 02, 2018
    • Capital Partners
    BBH Senior Wealth Planner Karin Prangley provides advice on how to create a family social media policy and shares guidelines to improve your digital safety.

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