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  • ""
    • Capital Partners
    Adrienne Penta, executive director of the BBH Center for Women & Wealth, and Nicole Jackson Leslie, senior wealth planner, explore how a donor can guide a trustee, even after a trust has been created, to help ensure the trust is used to support and perpetuate a family’s core values for generations to come.
  • ""
    December 03, 2024
    • Capital Partners
    Alison Hutchinson and Melineh Ounanian discuss the fundamentals an individual must follow in order to be a good trustee when the trust owns business interests.
  • ""
    December 03, 2024
    • Capital Partners
    Principal and Senior Wealth Planner Kerri Mast discusses qualitative matters related to business succession, focusing on the importance of family values.
  • 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
    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.
  • October 23, 2024
    • Capital Partners
    In anticipation of the sunset of the 2017 Tax Cuts and Jobs Act exemption amounts, BBH Senior Wealth Planner Stacia Kroetz reviews how business owners can make the most of the currently high exemptions while they are still available.
  • ""
    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.
  • 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.
  • ""
    July 10, 2024
    • Capital Partners
    In this video, BBH Chief Investment Strategist Scott Clemons discusses current market dynamics, explains how to calculate your organization’s unique spending rate, and provides tangible solutions to organizations grappling with these issues.
  • ""
    May 01, 2024
    • Capital Partners
    Senior Wealth Planner Nicole Jackson Leslie provides five tips for vetting charitable organizations before you give.
  • ""
    • Capital Partners
    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.
  • 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
    Executive Director of the Center for Women & Wealth Adrienne Penta sits 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!
  • ""
    April 02, 2024
    • Capital Partners
    Setting up a proper buy-sell agreement is key to mitigating conflict when a stakeholder wants to leave the family business.
  • March 22, 2024
    • Capital Partners
    Senior Wealth Planner Stacia Kroetz and Senior Relationship Associate Max Kesner address a common question we see clients wrestle with: Should I buy a house with my trust or other assets?
  • Shift your mindset: innovation in family business. Owner to Owner.
    March 07, 2024
    • Capital Partners
    In this issue of Owner to Owner, we look at the business environment so far in 2024, explore how to cultivate innovation and motivation in family and privately-owned businesses, discuss the benefits of creating a family constitution, and give an update on the Corporate Transparency Act.
  • ""
    March 07, 2024
    • Capital Partners
    Senior Wealth Planner Ross Bruch looks at the science behind how business owners can pass down motivation and determination to younger generations.
  • ""
    March 07, 2024
    • Capital Partners
    We cover the essentials of the 2024 Corporate Transparency Act: what it is, who it affects, and how to take action.
  • ""
    • Capital Partners
    Senior Wealth Planners Alison Hutchinson and Stacia Kroetz share why it may be beneficial to “freeze” a GRAT in today’s market environment.
  • Dollar coins falling to glass jar with books and stationary around 3d vector illustration line art
    December 13, 2023
    • Capital Partners
    The formula is simple: As we grow and mature, we turn our human capital into financial capital. BBH Chief Investment Strategist Scott Clemons and Relationship Manager Laura Salibello pull apart how we can turn that formula into a way to plan for the future – and the unexpected – using a personal balance sheet.
  • ""
    December 13, 2023
    • Capital Partners
    Relationship Associate Elise Johnston provides strategies for making the most of your income and getting on the path toward achieving long-term financial growth, stability, and success.
  • ""
    December 13, 2023
    • Capital Partners
    Relationship Manager Laura Salibello outlines key considerations for getting your first credit card.
  • ""
    November 30, 2023
    • Capital Partners
    A comprehensive tax plan considers not only federal gift, estate, and generation-skipping transfer tax, but also state and local income tax and transfer tax rules. Here, we break down a common scenario of moving from New York to Florida.
  • 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. In this issue’s feature article, Adrienne Penta, the executive director of the BBH Center for Women & Wealth, explores 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.
  • ""
    • Capital Partners
    We outline key year-end opportunities as they relate to gifting, income tax planning, retirement planning, and planning in a high interest rate environment, as well as provide a year-end checklist based on your goals.
  • ""
    September 14, 2023
    • Capital Partners
    Relationship Manager Elizabeth Madden reviews some of the benefits included in employee health insurance plans that go beyond your typical retirement and insurance elections.
  • ""
    September 14, 2023
    • Capital Partners
    Senior Relationship Associates Sean Kennedy and Lucy Townend discuss the key differences between HSA and FSA plans so you can best plan for the future.
  • ""
    • Capital Partners
    BBH Partner Kathryn George, Head of the Center for Family Business Ben Persofsky, and Senior Wealth Planner Ali Hutchinson explore the various roles of a family business’s board of directors in succession planning.
  • Murray Nossel
    • Capital Partners
    In this issue’s feature interview, we speak with Narativ Co-Founder Murray Nossel about his passion for storytelling, why it’s so important that people – especially business owners – record their stories, and how they can negotiate their legacies.
  • ""
    August 16, 2023
    • Capital Partners
    Lewis Hart, our head of corporate banking, reviews the potential effects of the Inflation Reduction Act tax credits and more on private business owners.
  • ""
    August 08, 2023
    • Capital Partners
    BBH Senior Wealth Planner Ross Bruch looks at Mihaly Csikszentmihalyi’s research on the idea of “flow,” or energized, focused enjoyment of a task. He discusses how owners and managers can cultivate flow at work to their employees’, and business’s, benefit.
  • 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
    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.
  • What We Believe: The 10 Ps of Manger Selection
    July 25, 2023
    • Capital Partners
    In this issue of InvestorView, we cover our “10 Ps” of investment manager evaluation, review the current state of the markets, discuss our approach to investing in private markets, examine the rise of generative AI, and look at results from our 2023 Private Business Owner Survey.
  • ""
    June 26, 2023
    • Capital Partners
    Senior Relationship Associates Amy Orser and Holly Rule look at several tax-efficient strategies for parents looking to pass wealth to children: 2503(c) trusts, trusts with Crummey withdrawal rights, UGMA/UTMA accounts, and 529 education savings plans.
  • ""
    June 26, 2023
    • Capital Partners
    We cover three types of insurance – health, life, and disability – to review if you’re expecting.
  • ""
    June 26, 2023
    • Capital Partners
    Relationship Associate Lucy Townend discusses the risks and challenges involved with the decision to leave the workforce and the steps you can ‎take to make the decision a positive one for the entire family.
  • ""
    June 26, 2023
    • Capital Partners
    Senior Relationship Associate Sean Kennedy looks at the benefits and drawbacks for couples considering a DINK, or “dual income, no kids,” life.
  • ""
    June 08, 2023
    • Capital Partners
    We speak with Kevin Duncan, the BBH Trust Company’s director and head of estate administration, about the role estate administration plays in helping families thrive for generations and why a corporate executor may be the best option in certain situations.
  • ""
    June 06, 2023
    • Capital Partners
    Wealth Planner Peter Moshang covers considerations for those looking to help family members buy a home.
  • ""
    May 09, 2023
    • Capital Partners
    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.
  • 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.
  • ""
    • Capital Partners
    BBH Wealth Planner Michael Shapiro provides 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.
  • ""
    March 29, 2023
    • Capital Partners
    BBH Senior Wealth Planner Ross Bruch shares insights gleaned from research on how money – and in particular, wealth – might influence happiness.
  • ""
    February 02, 2023
    • Capital Partners
    BBH Senior Wealth Planner Ross Bruch looks at investment-related biases and offers solutions to help recognize and minimize their negative effects.
  • ""
    July 25, 2022
    • Capital Partners
    In the feature article of this edition of Women & Wealth Magazine, Adrienne Penta examines the criticality of intergenerational communication around wealth values. She discusses three steps for families to use in articulating, living and communicating their essential values.
  • ""
    • Capital Partners
    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.
  • ""
    January 26, 2022
    • Capital Partners
    To say choosing a legal guardian is an important decision in an understatement. Here, BBH's Lindsay Hodgkins outlines some factors you might wish to consider.
  • 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.
  • 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.
  • ""
    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.
  • ""
    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.
  • 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.
  • 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.

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