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  • Private Banking
  • Money question, where to invest, pay off debt or invest to earn profit, financial choice or alternative to make decision concept, businessman investor holding money coin thinking about investment.
    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.
  •  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.
  • 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.
  • A magician holding a magic wand over a hat iwith flares of light coming out of it.
    August 01, 2022
    • 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.
  • 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.
  • View looking of buildings  with a graph and numbers
    June 03, 2021
    • Private Banking
    We speak with Drew Lichter, vice president of corporate strategy and development at Mobius Risk Group, about the advantages of using financial instruments and market strategies to hedge against commodity price risk.
  • BBH Commodity Markets Update, Covering for Catastrophe, cover
    February 26, 2020
    • Private Banking
    In this issue of the Commodity Markets Update, we discuss how nickel’s price has surged to new highs, trends in energy insurance, the implications of FASB’s new lease accounting standards and trade policy.
  • steel pipes with the sunset in the background
    February 26, 2020
    • Private Banking
    We speak with John Rathmell, president of Lockton Marine & Energy, about changes and trends in the energy insurance space.
  • A cargo ship with many shipping containers on it in the ocean
    February 26, 2020
    • Private Banking
    Patrick Scott provides an update on changes to duties on steel and aluminum article imports.
  • A nickel standing on financial documents
    February 26, 2020
    • Private Banking
    Nickel has defied downward pressure felt throughout global base metals markets: we explore the cause and implications.
  • Blue clean glass wall of modern skyscraper
    February 26, 2020
    • Private Banking
    We discuss the mechanics and implications of FASB’s update to the accounting standards that affect the way all leases are reported on the financial statements.
  • A dirty hand holding seeds in his palm
    June 11, 2019
    • Private Banking
    We sit down with Konrad Brits, founder and CEO of Falcon Coffees, to explore the seemingly inexorable trends of sustainability, traceability, and transparency in the green coffee supply chain.
  • Golden sand dunes
    June 11, 2019
    • Private Banking
    John Harms looks at the changing contours of frac sand production and distribution.
  • Glass of red wine against a dark background
    October 30, 2018
    • Private Banking
    In the feature article of this issue of the Commodity Markets Update, we sit down with Patrick Stella, founder of WineCredit, to discuss the extent to which wine is investable, shifting sources of demand and value in the market, issues surrounding wine forgery and tips for people looking to build a collection.
  • Mac Truck Driving Down Highway
    October 29, 2018
    • Private Banking
    BBH looks at the U.S. trucking industry, which is facing rising demand amid zero excess capacity.
  • The Canadian, American, and Mexican flags
    October 29, 2018
    • Private Banking
    Jay Foraker provides a historical perspective on NAFTA’s origins and objectives, presents details of current trade patterns among NAFTA countries and highlights various changes that have been agreed to in its update as the USMCA.

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