Relationship Manager Laura Salibello defines the basic principles of investing and share how parents can incorporate them into preliminary conversations when teaching kids about investing.

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.

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.

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.

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.

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.

What does it take to grow from child to “peer” in a family shaped by legacy and wealth? From redefining parent-child relationships to cultivating personal identity and setting boundaries, here’s how rising adults can step into their own power—without stepping on toes.

Empathy. Passion. Focus. These are the keys to success, according to two venture capitalists and entrepreneurs, and this year’s guest speakers.