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  • ""
    December 02, 2024
    • 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.
  • 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
    We speak with three members of the Owners’ Council on how they’ve overcome challenges, chased their passions, and continue to innovate throughout their journeys as business owners.
  • 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.
  • November 21, 2024
    • Capital Partners
    Balancing all of your priorities without feeling overworked may seem impossible in today’s hustle culture. We sat down with Brigid Schulte, director of the Better Life Lab and New York Times bestselling author, to discuss the concept of “overwork” and how we can better manage our time and productivity.
  • ""
    August 23, 2024
    • Capital Partners
    BBH Relationship Manager Laura Salibello provides financial tips for making the transition out of college more manageable.
  • ""
    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 29, 2024
    • Capital Partners
    Senior Wealth Planner and Director of Philanthropic Advisory Kerri Mast explores options for philanthropists wishing to support charities around the world.
  • Full cover of the Summer 2024 issue of Women and Wealth Magazine
    July 17, 2024
    • Capital Partners
    In the summer issue of Women & Wealth Magazine, we highlight notable women in investing throughout the decades – in particular, BBH Partner Suzanne Brenner. We also cover how to talk with your children about money, look at the changing landscape of family wealth advising, and talk about Olympic athletes with Flame Bearers Founder Jamie Mittelman.
  • Suzanne Brenner
    July 17, 2024
    • Capital Partners
    In the feature article of this issue of Women & Wealth Magazine, we sit down with BBH Partner and former Chief Investment Officer Suzanne Brenner to learn more about her journey from classical music to finance, her investment philosophy, and how she’s helping to pave the way for more women in investing.
  • A pattern of many diverse women
    July 17, 2024
    • Capital Partners
    Our women in investing timeline showcases the achievements of notable women in investing, from 1950 to today.
  • family on bench at sunset
    July 17, 2024
    • Capital Partners
    “Wealth 3.0: The Future of Family Wealth Advising” explores the shift in family wealth advising toward a more holistic approach. Here, Kenden Alfond, a Certified Finance Behavior Specialist®, breaks down the book’s key lessons.
  • Jamie Mittelman
    July 17, 2024
    • Capital Partners
    In “Five Questions,” Jamie Mittelman, founder of Flame Bearers, discusses the power and potential of women’s sports, and how she’s helping highlight Olympic and Paralympic athletes ahead of the 2024 Paris Summer games.
  • ""
    • 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.
  • 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.
  • 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.
  • Dr. Joy Buolamwini, Jodie Kaufman Davis, Missy Godfrey, Alisha Goldstein, Tina Kramer, Shawnee Knight, Amanda Rice, Karla Trotman, Catherine Ulozas, Kristi Vo and Allison Whalen
    April 17, 2024
    • Capital Partners
    We highlight inspiring and groundbreaking women pushing barriers and capitalizing on new opportunities in 2024.
  • ""
    April 17, 2024
    • Capital Partners
    Despite living longer than men, women spend 25% more time in poor health. McKinsey Partners Lucy Perez and Megan Greenfield explore what is driving this gap in health outcomes and what we can do to close it.
  • ""
    April 17, 2024
    • Capital Partners
    A recent report by the McKinsey Health Institute found that investments addressing the women’s health gap could add years to life and boost the global economy. In this infographic, we dive into the statistics of the report and what they mean for women’s health.
  • ""
    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.
  • ""
    April 17, 2024
    • Capital Partners
    Emotions are high this election season. How can we improve communication and foster family relationships during a divisive election year?
  • Jacki Zehner
    April 17, 2024
    • Capital Partners
    We sit down with Jacki Zehner, founder of SheMoney, to talk about the lessons she has learned from Gloria Steinem and how they have inspired her life and work. May they inspire you as well!
  • The hardest part of estate planning: Sharing the plan
    November 28, 2023
    • Capital Partners
    In this issue of Women & Wealth Magazine, we provide strategies for overcoming one of the key issues business owners voiced in our inaugural Private Business Owner Survey: how to communicate their estate plans with their family. In addition, we dive deeper into the statistics behind business owners’ approach to risk-taking. Even for the most experienced business leaders, change management can be complex. Learn new strategies to make lasting impacts in your organization. Finally, learn why being confident – despite discomfort – is so important.
  • ""
    November 28, 2023
    • Capital Partners
    Our 2023 Private Business Owner Survey revealed that nearly all business owners have an estate plan, but almost none of them have discussed it with their families. Here, we explore five common communication obstacles and how to navigate them.
  • ""
    November 28, 2023
    • Capital Partners
    In this issue’s “By the Numbers” infographic, we take a closer look at the statistics from our 2023 Private Business Owner Survey, particularly around estate and succession planning communication hurdles and how different genders view risk-taking in business.
  • ""
    November 28, 2023
    • Capital Partners
    BBH Senior Wealth Planner Ross Bruch explores some of the psychological barriers to effective communication and provides five strategies for overcoming them to successfully plan for the future.
  • ""
    November 28, 2023
    • Capital Partners
    We sit down with BBH Senior Advisor Dr. Lynn Kelley to learn more about the key lessons from her new book, “Change Questions: A Playbook for Effective and Lasting Organizational Change,” and the importance of experimentation and failure in change management.
  • Lydia Fenet
    November 28, 2023
    • Capital Partners
    In “Five Questions,” we speak with Lydia Fenet, founder of the Lydia Fenet Agency and author of “Claim Your Confidence,” about how to unlock your confidence and the importance of being comfortable with discomfort.
  • ""
    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.
  • ""
    September 12, 2023
    • 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.
  • ""
    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.”
  • 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.
  • ""
    August 02, 2023
    • Capital Partners
    In the feature article of this issue of Women & Wealth Magazine, we sit down with three innovators in women’s health – Dr. Connie Lehman of Clairity; Heather Monroe, LCSW, of Monroe Wellness; and Dr. Katherine Saunders of Intellihealth – to discuss how they are working to change paradigms in their areas of expertise, why preventative medicine is so important, and how the industry is shifting toward more personalized methods of treatment.
  • ""
    August 02, 2023
    • Capital Partners
    BBH Senior Wealth Planner Ross Bruch provides three time management strategies in order to maximize your time affluence.
  • Jill Koziol
    August 02, 2023
    • Capital Partners
    In Five Questions, we sit down with Jill Koziol, co-founder and CEO of Motherly, to discuss why she started the platform, the results of Motherly’s latest annual State of Motherhood survey, and where she sees the company and herself in the next five years.
  • ""
    May 23, 2023
    • Capital Partners
    BBH Relationship Manager Beth Milkovits explores the complexity of teaching the value of digital currency in a time where we increasingly store and spend money online and in the cloud.
  • ""
    • Capital Partners
    Alison Hutchinson and Melineh Ounanian outline some ideas for how trust beneficiaries can learn more about their roles and responsibilities.
  • 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.
  • ""
    April 27, 2023
    • Capital Partners
    In this issue’s feature article, we highlight an inspiring group of women business owners and leaders and share their insights as they anticipate the opportunities and challenges of 2023.
  • ""
    April 27, 2023
    • Capital Partners
    In this issue’s infographic, we look at the state of women business owners and the next generation of women entrepreneurs – why they are starting businesses and how they are doing.
  • ""
    April 27, 2023
    • Capital Partners
    We provide 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.
  • Christina Pardy
    April 27, 2023
    • Capital Partners
    In “Five Questions,” we speak with Christina Pardy, founder of Sh*t That I Knit, about what led her to start the company, what it takes to be competitive in the sustainable clothing space, and how she navigates challenges.
  • ""
    March 16, 2023
    • Capital Partners
    We explore 10 important strategies for raising children to be responsible stewards of wealth. It is never too late to start!
  • ""
    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.
  • Talking taxes
    November 03, 2022
    • Capital Partners
    Relationship Manager Laura Salibello discusses how breaking down a pay statement into six simple steps can help parents explain taxes to their children.
  • ""
    October 24, 2022
    • Capital Partners
    Ben Persofsky, head of the BBH Center for Family Business, share insights gleaned from recent BBH research on how family businesses can be inclusive in developing future leaders.
  • ""
    October 24, 2022
    • Capital Partners
    In this issue’s “By the Numbers,” we look at the significant impact of family-owned businesses in the world and their communities, as well as how they are measuring up on diversity and inclusion.
  • Meghan Juday
    October 24, 2022
    • Capital Partners
    In “Five Questions,” we speak with Meghan Juday, chairman of IDEAL Industries, about leading the board as a fourth-generation family member, how she hopes to help other women succeed in similar roles and what she sees as the most important leadership quality.
  • ""
    July 25, 2022
    • Capital Partners
    We examine the criticality of intergenerational communication around wealth values. We discuss three steps for families to use in articulating, living, and communicating their essential values.
  • ""
    July 25, 2022
    • Capital Partners
    Dr. Marisa Porges, head of school at the Baldwin School, discusses how we can teach girls the skills they need to thrive in today’s workplace.
  • Juliette Kayyem
    July 25, 2022
    • Capital Partners
    In “Five Questions,” Juliette Kayyem, national security expert and author, shares guidance on how we can better prepare ourselves to live in a world with more frequent disasters.
  • Janine Zozaya
    May 09, 2022
    • Capital Partners
    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.
  • 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.
  • ""
    December 03, 2021
    • Capital Partners
    In this issue’s “By the Numbers,” we explore the continued increase in women’s control of wealth globally including the social and economic trends that are contributing to these numbers.
  • Suzanne Brenner and Justin Reed
    December 03, 2021
    • Capital Partners
    We sit 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.
  • 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.
  • Joann Hanson
    December 03, 2021
    • Capital Partners
    In Five Questions, we speak with JoAnn Hanson, President of the Church Investment Group, about the organization’s interest in sustainable investing as well as her lessons for young people.
  • ""
    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.
  • Danielle Duboise and Whitney Tingle
    July 13, 2021
    • Capital Partners
    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.
  • Large wave crashing behind a lighthouse
    July 13, 2021
    • Capital Partners
    Struggling is not bad! We recently spoke with Karen Reivich, Ph.D., who talks about the how and why of regularly flexing and exercising your resilience skills, particularly during challenging times.
  • ""
    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.
  • Shelly Wilson
    April 28, 2021
    • Capital Partners
    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.
  • ""
    April 28, 2021
    • Capital Partners
    In our “By the Numbers” infographic, we look at sustainability and social responsibility, examining the benefits of investing time and resources into these areas, as well as rising demand and trends.
  • 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.
  • ""
    April 28, 2021
    • Capital Partners
    These inspiring women have demonstrated their power as models of female leadership and innovative entrepreneurs and are having outsized impact in their fields.
  • Dr. Joanne Santomauro
    April 28, 2021
    • Capital Partners
    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.
  • 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.
  • Victoria Mars
    January 25, 2021
    • Capital Partners
    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
    January 25, 2021
    • Capital Partners
    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.
  • ""
    January 25, 2021
    • Capital Partners
    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.
  • Maroa Velez
    January 25, 2021
    • Capital Partners
    In “Five Questions,” we speak with BBH Partner Maroa Velez about her career, lessons learned throughout the journey and the importance of fostering an inclusive workplace.
  • ""
    October 01, 2020
    • Capital Partners
    We speak with best-selling authors Eve Rodsky and Brigid Schulte about how families can live and work together with less tension, fairer division of labor, and more leisure time.
  • Tiffani Faison
    January 09, 2020
    • Capital Partners
    Chef Tiffani Faison shares her journey from table busser to the first season of Top Chef to owner of four wildly-popular Boston-based restaurants.
  • Lauren Hutton
    October 22, 2019
    • Capital Partners
    In our feature article, the legendary Lauren Hutton shares travails from her multifaceted career as a model, an actress and an activist.
  • Kelley Earndhardt Miller, Co-Owner of JR Motorsports
    August 06, 2019
    • Capital Partners
    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.
  • Jackie Kutzer and Christine Atkins
    August 06, 2019
    • Capital Partners
    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.
  • 48% of U.S. companies are at least 50% owned by women
    August 06, 2019
    • Capital Partners
    In this issue’s “By the Numbers” infographic, we illustrate the current state of the funding gap and highlight a few promising signs of change.
  • ""
    August 06, 2019
    • Capital Partners
    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.
  • ""
    August 06, 2019
    • Capital Partners
    We look at what it takes to get on a board, based on insights shared at a panel during the Harvard T.H. Chan School of Public Health’s “Women on Boards: Getting on and Adding Value” program.
  • Lorrie Gordon
    August 06, 2019
    • Capital Partners
    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.
  • Jodi Berg
    April 09, 2019
    • Capital Partners
    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.
  • 19 women to watch in 2019
    April 09, 2019
    • Capital Partners
    Women & Wealth Magazine features 19 women to watch. These inspiring women have demonstrated their power as models of female leadership and innovative entrepreneurs.
  • ""
    April 09, 2019
    • Capital Partners
    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.
  • Deborah Theobald
    April 09, 2019
    • Capital Partners
    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.”
  • ""
    April 09, 2019
    • Capital Partners
    In this issue’s “By the Numbers” infographic, we look at the state of family businesses and the increasing number of women who are leading their family businesses into the next generation.
  • Sally Brown
    January 22, 2019
    • Capital Partners
    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.
  • ""
    January 22, 2019
    • Capital Partners
    Laura Salibello provides tips for how to join a nonprofit board.
  • Giving at a glance: at least 70% of all chartable contributions in the United States can be attributed to individuals. Giving in the 1970s vs. 2000s*
    January 09, 2019
    • Capital Partners
    Our “By the Numbers” infographic explores the patterns behind booming charitable giving and the impact of parental giving on the next generation.
  • ""
    October 05, 2018
    • Capital Partners
    As screen time becomes the norm, “play” is shifting from outdoor games and sports to sedentary simulations. Kathleen Tullie, the founder and executive director of BOKS and senior director of social responsibility of Reebok International, speaks with us about her work to help children be more active.
  • Regina M. Pisa, Chairman Emeritus of Goodwin
    January 11, 2018
    • Capital Partners
    BBH Principal Beth Maury speaks with Regina Pisa, chairman emeritus of Goodwin, to discuss the importance of impact philanthropy and contributing to the advancement of women leaders, as well as the top 10 leadership lessons she has learned during her career.
  • Katie Couric
    July 10, 2017
    • Capital Partners
    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.

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