Senior Wealth Planner Ali Hutchinson looks 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.
In this issue of Women & Wealth Magazine, we speak with a nationally recognized healthcare and business leader, feature 22 women to watch in 2022 and look at trends in philanthropy, including shifts in how women give and international philanthropy.
In the feature article of this issue of Women & Wealth Magazine, we speak with PK Scheerle, R.N., former CEO of GIFTED Healthcare and CEO of NursesEverywhere, about the lessons learned on her path to entrepreneurship, her career-long advocacy of nurses and her latest venture focused on helping to educate the public about their rights to access nursing care.
In this issue’s “By the Numbers,” we highlight the research of the Women’s Philanthropy Institute at the Indiana University Lilly School of Philanthropy and trends in women’s philanthropy, including women’s influence on household giving, the growing popularity of giving circles and the increase in giving to women and girls.
In “Five Questions,” we speak with Janine Zozaya of Amigos de Jesús (ADJ) about her work with the organization, current challenges and opportunities ADJ is facing and how philanthropists can think about making an impact.
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.
In the feature article of this issue of Women & Wealth Magazine, Adrienne Penta, Executive Director of the Center for Women & Wealth, explores ten important strategies for raising children to be responsible stewards of wealth. It is never too late to start!
Adrienne Penta, Executive Director of the Center for Women & Wealth, sat down with Suzanne Brenner, BBH Partner and Chief Investment Officer, and Justin Reed, Deputy Chief Investment Officer, for a candid and insightful conversation on creating a diverse team with an inclusive culture. They explore how and why that may lead to better outcomes for our clients.
Senior Wealth Planner and Director of Philanthropic Advisory, Kerri Mast, recently spoke with Dr. Tyrone McKinley Freeman about his research on Madame CJ 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.
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, share insights on engaging the next generation in philanthropy and take a look at the sustainable clothing industry.
In the feature article of this issue of Women & Wealth Magazine, we speak with Danielle Duboise and Whitney Tingle, co-founders and co-CEOs of Sakara Life, who started the company with $700. Now, Sakara Life has delivered millions of organic plant-based meals nationwide, enabling customers to transform their lives through the power of food as medicine.
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.
We speak with Trina Assur, co-founder of The Phoenix Brand, about what inspired her to launch the sustainable clothing line, the challenges of starting a business at the onset of COVID-19 and the importance of remaining true to your values and mission in a growing space.
We sit down with Victoria Mars, former chairman and first corporate ombudsman of Mars, to discuss running a successful family business for 110 years, engaging family members after five generations and leveraging values and principles to maintain focus.
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.
In our feature article, we speak with Chime Solutions Co-Founder and COO Shelly Wilson about the company’s mission and vision, the impact the business is having in the communities in which it operates and what’s next following tremendous momentum over the past year.
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.
In “Five Questions,” we speak with Dr. Joanne Santomauro, founder and CEO of Ancillare, about the work her company has been doing throughout the COVID-19 pandemic, leadership during crisis and what the business is doing to support advancements in women’s healthcare and pharmaceuticals.
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.
In our feature article, we speak with Victoria Mars, the former chairman of Mars, about her career in the family business, how we can better navigate our personal and professional lives (hint: it’s all about life stages) and Mars’ focus on sustainability.
Dr. Jeffrey Borenstein, president and CEO of the Brain & Behavior Research Foundation, describes the troubling trends in mental health in the wake of COVID-19 and provides a roadmap for thinking about productive coping mechanisms and how to support loved ones.
In our “By the Numbers” infographic, we look at mental health and wellness in the time of COVID-19, examining the impact of 2020 on our collective mental well-being, as well as some signs that there is hope on the horizon.
In this edition, we speak with “Bones” creator Kathy Reichs about her journey from forensics to fiction, explore COVID-19’s dramatic impact on all aspects of women’s lives and cover the Democratic party’s tax proposal as we near the November election.
In our “By the Numbers” infographic, we explore the enormous effect COVID-19 has had on women on the frontlines, at home and at work, as well as highlight a few silver linings to come out of the pandemic.
In the feature article of this issue of Women & Wealth Magazine, we speak with forensic scientist, best-selling author and “Bones” creator Kathy Reichs about her journey to crime fiction writing, how she continues to find inspiration 20 books later and the difference between writing for TV and writing a novel.
As our homes are now the center of work life, family life, leisure and virtual school, Adrienne Penta, executive director of the BBH Center for Women & Wealth, led a discussion with best-selling authors Eve Rodsky and Brigid Schulte on how to live and work together with less tension, fairer division of labor and more leisure time.
We feature 20 inspiring women and share how 2020 is set to be a pivotal year in their professional journeys. We also spotlight a few examples of their extraordinary work in response to the current global pandemic.
Relationship Manager Laura Salibello and Analyst Maddy Pellow define the basic principles of investing and share how parents can incorporate them into preliminary conversations with aspiring young investors.
CW&W Executive Director Adrienne Penta and BBH Relationship Manager Beth Milkovits explore the complexity of teaching the value of digital currency in a time where we increasingly store and spend money online and in the cloud.
In the feature article of this issue of Owner to Owner, we sit down with Tyler Morse, founder and CEO of MCR Hotels, and his wife and creative partner, Rebecca Morse, to discuss developing the TWA Hotel, scaling the business and working with your spouse.
In this video, see an excerpt from the feature interview in our winter issue of Women & Wealth Magazine, in which Tiffani Faison, culinary superstar and talented entrepreneur, discusses her journey from Top Chef season one to restaurateur and her relentless focus on restaurant culture.
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.
In this issue of Women & Wealth Magazine, we focus on women who are breaking the mold and making history. We had the pleasure of speaking with women who are pioneers and leaders in their fields – these are women who have been “firsts” and are taking care to pave the way for the women coming after them.
BBH Wealth Planners Ali Hutchinson and Stacia Kroetz outline the importance of having a flexible estate plan. The future is unknowable, but centering your plan on your values and communicating regularly with your fiduciary and your family will set your family on the path to success.
In “Five Questions,” Maura Cunningham, founder and CEO of Rock The Street, Wall Street (RTSWS), discusses the importance of increasing girls’ confidence in the M in STEM, engaging the next generation to pursue a career in finance and her journey in building RTSWS.
In the feature article of this issue of Owner to Owner, we sit down with third-generation family business Cervera Real Estate to discuss playing the long game when it comes to best serving clients, navigating the complexities of a family business and planning for succession.
In this issue of Women & Wealth Magazine, we focus on women who are pushing for change in some unexpected places: NASCAR and fly fishing! We also spent time with women and men who are making great strides in leveling the playing field in technology, entrepreneurship and board leadership.
In our feature article, we sit down with Kelley Earnhardt Miller, co-owner of JR Motorsports, to discuss how NASCAR started with local families and evolved into a sport dominated by family businesses. She spoke to us about her views on succession, legacy and the role of women in racing.
We speak with Christine Atkins and Jackie Kutzer, the women leading the 50/50 On the Water initiative at Orvis, to learn more about the initiative, which aims to introduce more women to the sport of fly fishing and to create gender equity on the water.
On June 5, 2019, Babson College’s Center for Women’s Entrepreneurial Leadership convened more than 250 investors, accelerators, policymakers, researchers, founders and other disrupters dedicated to changing the landscape of financing women entrepreneurs. We report on some key takeaways from the day.
In “Five Questions,” Lorrie Gordon, BBH Partner, Investor Services, discusses the need for business leaders to be more fluent with technology, why the BBH Women’s Network is important to her and how BBH has changed during her tenure spanning the last quarter century.
In this video, we provide a preview of the feature interview in our summer issue of Women & Wealth Magazine, in which Kelley Earnhardt Miller, co-owner of JR Motorsports, discusses carrying on the Earnhardt racing legacy and the role values play in family and business.
Adrienne Penta, Managing Director and Executive Director of the Center for Women & Wealth (CW&W), was selected by the Boston Estate Planning Council (BEPC) as the recipient of the 2019 BEPC Excellence Award.
In our feature article, we sit down with Jodi Berg, the president and CEO of Vitamix, to discuss how a relentless focus on purpose has made Vitamix a thriving fourth-generation family business. Berg also talks about why working outside Vitamix was essential and how the business is raising the next generation of family business leaders to be successful.
Christine Moriarty, founder of MoneyPeace Inc., discusses the importance of sustaining your business, building an exit strategy, knowing your values and understanding the impact of a sale on family when considering the sale of a company.
In “Five Questions,” Deborah Theobald, CEO and co-founder of Vecna Technologies, a Cambridge-based technology company, discusses the benefits of working with family, her company’s focus on impact and her belief in “using technology to improve the lives of those we touch.”
In “Five Questions,” Sally Brown, a descendant of BBH’s founder Alexander Brown, celebrates the 130th anniversary of her great-grandmother Mary Elizabeth Adams Brown’s first gift of musical instruments to the Metropolitan Museum of Art, with insight into how she amassed the more than 3,600-piece collection.
In this issue’s feature article, 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.”
After featuring Claire Shipman in the inaugural issue of Women & Wealth Magazine, we had the pleasure of sitting down with her once again – this time to talk about raising confident girls. When we spoke three years ago, Shipman had just published “The Confidence Code.” Now her focus has turned to girls, and she provided us the highlights of her latest release, “The Confidence Code for Girls.”
Dr. Patti Fletcher, author of best-selling book “Disrupters: Success Strategies from Women Who Break the Mold,” shares her philosophy on how women can “open the door” for themselves and others to create an environment where all talent can thrive in an increasingly diverse workforce.
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.
Our “By the Numbers” infographic looks at the role of sports in supporting the physical and emotional well-being of girls and highlights the impact team sports can have on helping young women grow into powerful leaders.
In “Five Questions,” BBH Relationship Manager Allie Flood discusses how her involvement in golf has shaped her leadership abilities, lessons learned from playing the sport and the role of team in the game.
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.
In our feature article, we sit down with Judy Smith, the founder of Smith & Company and the inspiration for the ABC television show “Scandal,” to discuss her perspectives on the importance of honest advice in the face of crisis, the role preparation plays in a company’s ability to control the narrative, the freedom of running her own business and her vision for the future of Smith & Company.
In “Five Questions,” Krista Tippett, the creator and host of the public radio program and podcast “On Being,” tells us about her time as a foreign correspondent and aide to the U.S. ambassador in Berlin and discusses what she hopes her listeners take away from her podcast.
In our feature article, we speak with Julie Wainwright, the founder and CEO of The RealReal, to discuss how she is transforming luxury resale with her online marketplace. She has raised an astounding $173 million in capital for The RealReal, and her vision for the future focuses on extending the life of luxury goods and creating a “circular economy.”
How can you start a conversation with your young adult child about her goals and what she may envision for her future? BBH Relationship Manager Laura Salibello discusses creating a balance sheet to engage young adult children in a conversation about current and future spending needs and goals.
Parents may think that after high school, there is not much more they can do to educate children about the value of money. In our latest “Guide to Talking to Children About Money,” we explore the ways that parents can prepare their college-age and emerging adult children to be financially responsible adults.
In the feature article of this edition of Women & Wealth Magazine, we look at three critical healthcare areas in which women are leaving their mark: fertility, mental health and aging and longevity. We speak with women who have confronted their own health-related challenges head on and developed innovative solutions in response.
What does it take to succeed as a woman in technology? Duy-Loan Le, the first woman to be nominated and elected to the rank of Texas Instruments Senior Fellow, tells us about her journey and her philosophy on balancing family, work and community.
In the feature article of this edition of Women & Wealth Magazine, Adrienne Penta examines the criticality of intergenerational communication around wealth values. She highlights the essential values that families should discuss with one another and describes the tools that BBH recommends to facilitate these conversations.
Selecting a private wealth manager requires one to answer a multitude of questions before making a final decision. In this commentary, Jacob Turner discusses the 10 most critical considerations high-net-worth individuals must make when hiring a private wealth manager.
In our feature article, we talk to Katie Couric about her professional journey as a female journalist and broadcaster, her recent documentary film, “Gender Revolution: A Journey with Katie Couric,” and how she broaches the conversation about wealth and values with the next generation.
Wealth Planner Karin Prangley discusses the benefits of and process for private business owners attaining official certifications as Minority Business Enterprises (MBE) or Women Business Enterprises (WBE).
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