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  • ""
    May 15, 2023
    • Private Banking
    BBH presents its 2023 Private Business Owner Survey, which was conducted to see how owners are addressing current economic conditions, future succession planning, and family communication dynamics. Read the results.
  • A magician holding a magic wand over a hat iwith flares of light coming out of it.
    May 09, 2023
    • Private Banking
    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.
  • Group of 2023 Woment to Watch
    April 27, 2023
    • Private Banking
    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
    • Private Banking
    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.
  • Christina-Pardy
    April 27, 2023
    • Private Banking
    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.
  • ""
    April 06, 2023
    • Private Banking
    Drew Lichter, vice president of corporate strategy and development at Mobius Risk Group, discusses the advantages of using financial instruments and market strategies to hedge against commodity price risk.
  • stack of coins on tech blue background
    March 30, 2023
    • Private Banking
    In light of recent headlines, John Secor and Ajit George of our Corporate Advisory team look at cash management options for private business owners.
  • Owner to Owner Spring Issue
    March 29, 2023
    • Private Banking
    In this issue of Owner to Owner, we speak with the CEO of Red River Foods about owning the supply chain, assess pathways to joining (or not joining) the family business, and look at research on how wealth might influence happiness.
  • Business and finance concept, looking up at futuristic skyscrapers in the financial district of a modern metropolis.
    March 29, 2023
    • Private Banking
    Michael Conti, Neriah Ray-Saunders, and Christine Hourihan provide an overview of the business environment on three fronts: the overall economy, the credit markets, and the private equity and mergers and acquisitions markets.
  • Dan Phipps, CEO of Red River Foods
    March 29, 2023
    • Private Banking
    In the feature article of this issue of Owner to Owner, we speak with Dan Phipps, CEO of Red River Foods, about how the company has approached global expansion, what it takes to ensure the highest-quality products, and where he feels the most excitement in the food industry.
  • Business decision making, career path, work direction or choose the right way to success concept, confusing woman or student looking at crossroad sign with question mark and think which way to go.
    March 29, 2023
    • Private Banking
    We sit down with Adriano Barilla of Barilla Pasta and Brandon Farmer of CSC Sugar for a look at the process of joining (or not joining) the family business through the lens of the next generation.
  • People Bringing Clocks to Hourglass, Watch is Transformed into Income. Time is Money Concept Flat Cartoon Vector Illustration.
    March 29, 2023
    • Private Banking
    BBH Senior Wealth Planner Ross Bruch shares insights gleaned from research on how money – and in particular, wealth – might influence happiness.
  • A life preserver on a fish hook with teal background
    March 07, 2023
    • Private Banking
    BBH Managing Director Lewis Hart shares a three-pronged strategy for effectively managing your business’s liquidity during times of volatility and uncertainty.
  • Christina Pardy portrait with Next Gen logo
    December 15, 2022
    • Private Banking
    In our winter Next Gen Spotlight, Mackenzie Dowling sits down with Christina Pardy, founder and CEO of Sh*t That I Knit, to talk about turning your side hustle into a full-time job and giving back to others all at the same time.
  • Owner to Owner Publication Fall 2022
    November 15, 2022
    • Private Banking
    In this issue of Owner to Owner, we speak with the team behind Peay Vineyards, share a strategy for managing your business’s liquidity during times of uncertainty, and look at fostering resilience in the workplace.
  • Financial rising graph and chart with lines and numbers that illustrate stock market behaviour.
    November 15, 2022
    • Private Banking
    Michael Conti, Neriah Ray-Saunders, and Christine Hourihan provide an overview of the economy, credit markets, and private equity and mergers and acquisitions markets.
  • November 15, 2022
    • Private Banking
    In the feature article of this issue of Owner to Owner, we sit down with the team behind Peay Vineyards – Vanessa Wong, Nick Peay, and Andy Peay – to discuss what drove their interest in wine, how they approach winegrowing and winemaking, and how they differentiate themselves in a competitive industry.
    • Private Banking
    Adrienne Penta, executive director of the Center for Women & Wealth, and Ben Persofsky, executive director of the 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
    • Private Banking
    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.
  •  Image of Michael Russell Jr
    September 29, 2022
    • Private Banking
    In our fall Next Gen Spotlight, Mackenzie Dowling sits down with Michael Russell Jr. to talk about growing up in a family business and forging your own path.
  • Owner to Owner summer issue publication cover
    August 01, 2022
    • Private Banking
    In this issue of Owner to Owner, we look at considerations when transferring private business shares to the next generation, discuss what business owners should be thinking about in this inflationary economy, examine QSBS elections and provide an overview of industrial revenue bonds.
  • Multi exposure of abstract virtual financial graph hologram on blurry skyline background, forex and investment concept
    August 01, 2022
    • Private Banking
    We provide an overview of the economy, credit markets, and private equity and mergers and acquisitions markets.
  • Business people merge the chain-Link concept
    • Private Banking
    Ali Hutchinson, a BBH senior wealth planner, and Ben Persofsky, the executive director of the BBH Center for Family Business, discuss the different methods for transferring shares in a private business to the next generation and cover the implications families need to consider from both a corporate and tax angle.
  • businessman pulling open calm sea curtain covered dark stormy ocean background
    August 01, 2022
    • Private Banking
    John Secor and Ajit George of our Corporate Advisory team look at challenges business owners are facing in this inflationary economy and discuss how they can navigate this uncertainty.
  • Cover - as rates rise
    August 01, 2022
    • Private Banking
    Justin Capozzi and John Wert of our Corporate Advisory & Banking team discuss industrial revenue bonds, a creative tool in the marketplace available to U.S. manufacturing companies for domestic capital expenditures.
  • Care Compassion and Customer Care-Cover
    May 09, 2022
    • Private Banking
    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.
  • 22 Women to Watch in 2022
    May 09, 2022
    • Private Banking
    We feature 22 women and share how 2022 is set to be a pivotal year in their professional journeys.
  • May 01, 2022
    • Private Banking
    During a crisis, effective communication is critical for business leaders. We provide our top 10 tips for communicating with key stakeholders during a crisis.
  • Owner-to-Owner-issue-Cover
    March 30, 2022
    • Private Banking
    In this issue of Owner to Owner, we examine succession planning from several angles. Our Center for Family Business looks at the requirements of the founder or CEO both during and after transition, next generation family members as well as boards of directors, and also explores options in a situation where traditional ownership succession may not be the best path forward.
  • Cyclists in a race.
    • Private Banking
    A leader’s openness to exploring a future for themselves represents a crucial turning point in beginning the transition journey. We lay out several steps owners can take to begin on the path of a successful transition.
  • Illusration of two people high-fiving
    • Private Banking
    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.
  • Business people in a meeting.
    • Private Banking
    Many family businesses rely on their boards of directors to help them during succession planning. Here, we share our top considerations as it relates to boards of directors and their involvement in the process.
  • Business woman in a conference room.
    • Private Banking
    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.
  • Collage of Travis Boersma, Ward and Nico Landrigan, Victoria Mars, and Keith Campbell
    March 30, 2022
    • Private Banking
    Throughout the first quarter 2022 issue of Owner to Owner, we brought you stories of succession from real businesses. Here they are.
  • Portrait of Suzanne Brenner and Justin Reed.
    December 03, 2021
    • Private Banking
    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.
  • Danielle Duboise and Whitney Tingle, Founders and Co-CEOs of Sakara Life
    July 13, 2021
    • Private Banking
    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.
  • Open door with yellow light going through it
    December 02, 2020
    • Private Banking
    For the feature article of this issue, we brought together a group of CEOs in our ecosystem to discuss how they led their businesses throughout the year.
  • A woman riding on an origami boat
    December 02, 2020
    • Private Banking
    BBH Partner Kathryn George speaks with Dr. Kerry Sulkowicz about the emotional challenges that leaders face when their organization is in crisis.
  • Jon Rennert standing in front of Zoll Medical sign
    July 15, 2020
    • Private Banking
    In the feature article of this issue of Owner to Owner, Jon Rennert, CEO of ZOLL Medical, shares how ZOLL was able to quickly ramp up ventilator production to help fight COVID-19, what the future of the office may look like and leadership through crisis.
  • Man at a desk on a video conference call
    April 24, 2020
    • Private Banking
    John Secor and Carson Christus of BBH’s Corporate Advisory Group provide advice to managers looking to increase productivity, communicate effectively and enhance corporate culture in the new work-from-home culture.
  • The Morse family, Tyler and Rebecca Morse with their two young girls, stand together smiling
    January 23, 2020
    • Private Banking
    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.
  • Headshot of Kerry Sulkowicz, M.D.
    June 21, 2019
    • Private Banking
    In the feature article of this issue of Owner to Owner, we sit down with Kerry Sulkowicz, M.D., the founder of the Boswell Group, to discuss the challenges leaders face, the complexities of leadership in private and family businesses and the common qualities he has seen in the best leaders.
  • A group of confused people on tangled ladders in chaos next to another group of people working together on ladders in an organized way
    • Private Banking
    Benjamin Persofsky, John Secor and Brett Sovine address the different types of recapitalizations and what to consider when evaluating one. In addition, they zero in on shareholder reorganizations, a common form of recapitalization for families seeking to maintain control of the company during a capital event.
  • Bags of coffee in a warehouse
    March 20, 2018
    • Private Banking
    In the feature article of this issue of Owner to Owner, we sit down with Travis Boersma, the founder and CEO of Dutch Bros Coffee, to discuss growing and scaling the business, the importance of people, values and culture and why he’s in the relationship business, not the coffee business.
  • Duy-Loan Le sitting on a green couch
    January 11, 2018
    • Private Banking
    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.
  • Scale weighing a house vs. work with teal background
    • Private Banking
    John Secor, Ajit George and Kyle Gordon discuss a key issue faced by family businesses: the difficulty of managing capital and liquidity demands. They zero in on a critical factor of finding the right balance – patient capital – and provide advice on how family businesses can achieve this important objective.
  • A man in an office looking out of the window at other skyscrapers
    November 22, 2016
    • Private Banking
    John Secor, Ajit George and Kyle Gordon examine attracting and retaining professional executives in a closely held business. They discuss both the “softer” areas of focus that lead to success in hiring and retaining executives, as well as short- and long-term compensation structures.
  • Siloutte of a woman and man looking thru folders and casting shadows
    May 27, 2016
    • Private Banking
    John Secor and Ajit George discuss the importance of proper capital allocation for private company business owners and break down how to develop the framework for making such decisions.
  • Vector illustration of ratings dial
    December 02, 2015
    • Private Banking
    John Secor and Ajit George discuss the factors that can help business owners maximize value in a sale, emphasizing the importance of taking a long-term approach to building value in a business far in advance.

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