Individuals and Families

Helping our clients thrive for generations

Collaborating to achieve one agenda: yours

Our mission is to help families thrive. We work with you to define and share your unique values, communicate your vision for how wealth will impact your life, and create plans and invest capital to help preserve, grow and transition your wealth to family or philanthropic causes over the long term.


What We Believe: Principles of Successful Wealth Planning

Adrienne Penta, the executive director of the BBH Center for Women & Wealth, and Alison Hutchinson, a senior wealth planner, focus on the topic of families, wealth and communication, discussing the guiding principles that we believe help families create life-affirming, enduring, effective wealth plans.

Comprehensive solutions for individuals and families

  • Investment Advisory

    Long-term, value-oriented investing with the objective of preserving and growing wealth

  • Trust Services

    Trustee and executor services that provide continuity for generations while easing administrative burden

  • Values-Based Wealth Planning

    Wealth planning rooted in your values to help you achieve your near- and long-term goals

  • Family Office Advisory

    Custom advice and solutions to help you achieve your objectives and manage life’s complexities

  • Philanthropic Advisory

    Assistance navigating the philanthropic journey to create a lasting, positive impact

  • Next Generation Experience

    Customized programs that support the rising generation as they gain control over wealth

  • Center for Women & Wealth

    Investment, planning and philanthropic resources for women as they create and manage wealth

  • Private Client Lending

    Flexible, secured lending in the form of personal loans and lines of credit

  • Center for Family Business

    Consultative advice and capital to help family business owners address their unique challenges

2023 Year-End Tax and Estate Planning Opportunities

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.
  • 99%

    client retention rate

  • 13 generations

    of Partners committed to serving clients for the long term

  • 205 years

    of stewarding client wealth

We partner with families on the issues at the intersection of their wealth, their families, and their lives so that they can thrive for generations.



We the Family: The Benefits of Creating a Family Constitution

Senior Wealth Planners Karin Prangley and Anne Warren cover an important topic for private business owners: creating a family constitution to enable seamless business and wealth transitions.

Finding True North: Defining Charitable Mission to Guide Your Philanthropy

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.”

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This communication is for informational purposes only.  The information herein has not been based on a consideration of any individual investor’s circumstances and is not investment advice, nor should it be construed in any way as tax, accounting, legal or regulatory advice.  Individuals should consult their personal tax, accounting and legal advisers regarding any potential investment or strategy.  Any views and opinions are subject to change at any time.

This material does not constitute an offer or solicitation in any jurisdiction where or to any person to whom it would be unauthorized to do so.

 

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You are required to read the following important information, which, in conjunction with the Terms and Conditions, governs your use of this website. Your use of this website and its contents constitute your acceptance of this information and those Terms and Conditions. If you do not agree with this information and the Terms and Conditions, you should immediately cease use of this website. The contents of this website have not been prepared for the benefit of investors outside of the United States. This website is not intended as a solicitation of the purchase or sale of any security or other financial instrument or any investment management services for any investor who resides in a jurisdiction other than the United States1. As a general matter, Brown Brothers Harriman & Co. and its subsidiaries (“BBH”) is not licensed or registered to solicit prospective investors and offer investment advisory services in jurisdictions outside of the United States. The information on this website is not intended to be distributed to, directed at or used by any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation. Persons in respect of whom such prohibitions apply must not access the website.  Under certain circumstances, BBH may provide services to investors located outside of the United States in accordance with applicable law. The conditions under which such services may be provided will be analyzed on a case-by-case basis by BBH. BBH will only accept investors from such jurisdictions or countries where it has made a determination that such an arrangement or relationship is permissible under the laws of that jurisdiction or country. The existence of this website is not intended to be a substitute for the type of analysis described above and is not intended as a solicitation of or recommendation to any prospective investor, including those located outside of the United States. Certain BBH products or services may not be available in certain jurisdictions. By choosing to access this website from any location other than the United States, you accept full responsibility for compliance with all local laws. The website contains content that has been obtained from sources that BBH believes to be reliable as of the date presented; however, BBH cannot guarantee the accuracy of such content, assure its completeness, or warrant that such information will not be changed. The content contained herein is current as of the date of issuance and is subject to change without notice. The website’s content does not constitute investment advice and should not be used as the basis for any investment decision. There is no guarantee that any investment objectives, expectations, targets described in this website or the  performance or profitability of any investment will be achieved. You understand that investing in securities and other financial instruments involves risks that may affect the value of the securities and may result in losses, including the potential loss of the principal invested, and you assume and are able to bear all such risks.  In no event shall BBH or any other affiliated party be liable for any direct, incidental, special, consequential, indirect, lost profits, loss of business or data, or punitive damages arising out of your use of this website. By clicking accept, you confirm that you accept  to the above Important Information along with Terms and Conditions.

 
1BBH sponsors UCITS Funds registered in Luxembourg, in certain jurisdictions. For information on those funds, please see bbhluxembourgfunds.com


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