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  • Private Lessons: Investing Like an Owner
    February 06, 2024
    • Private Banking
    In this issue of InvestorView, we discuss how to invest with an owner mindset, the positive outlook for bonds in 2024, and explore the benefits of freezing a GRAT in the current market environment. We also review the state of the markets and economy as we head into the new year.
  • ""
    February 06, 2024
    • Private Banking
    In the feature article of this issue of InvestorView, BBH Partner and Chief Investment Strategist Scott Clemons considers three main lessons at the intersection of business ownership and portfolio management.
  • ""
    February 06, 2024
    • Private Banking
    Justin Reed, BBH Partner and Chief Investment Officer, and Greg Steier, Head of Tax-Exempt Fixed Income, examine recent shifts in the fixed income environment, and why they might mean a more positive outlook for bonds in the new year.
  • ""
    February 06, 2024
    • Private Banking
    BBH Partners and Chief Investment Officer Justin Reed and Chief Investment Strategist Scott Clemons recently discussed the current economic environment and outlook for the future. Here, we review key takeaways from the conversation.
  • The Fresh Take: Personal Finance Edition
    • Private Banking
    In our Q4 2023 edition of The Fresh Take, a BBH Next Gen newsletter, we highlight what you need to know about your personal finances.
  • DaQuan Jones
    September 14, 2023
    • Private Banking
    In our fall Next Gen Spotlight, BBH Relationship Manager Scott Hooper speaks with DaQuan Jones of the Buffalo Bills about physical and mental wellness and how he manages both as a defensive lineman in the NFL.
  • ""
    September 14, 2023
    • Private Banking
    Relationship Associate Brooke Royer and Associate Maddy Pellow explore five ways you can increase your productivity, prevent burnout, and promote wellness at work.
  • ""
    September 14, 2023
    • Private Banking
    Relationship Associate Scott Danforth takes a closer look at the skill sets student athletes bring with them to the workforce and how playing a college sport may translate to success in post-graduate careers.
  • 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
    • Private Banking
    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.
  • What We Believe: The 10 Ps of Manger Selection
    July 25, 2023
    • Private Banking
    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 27, 2023
    • Private Banking
    In this article, we discuss family offices, what it takes to create one, who should consider creating one, and who is better suited to work with an established private wealth manager focused on ultra‐high‐net‐worth clients.
  • Women to Watch in 2023
    April 27, 2023
    • Private Banking
    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.
  • ""
    March 21, 2023
    • Private Banking
    Prenups are often portrayed in a negative light, but when approached the right way, they can be a practical way to make things a lot easier down the road, if a relationship doesn’t work out. Here’s what to know.
  • ""
    March 21, 2023
    • Private Banking
    You’ve decided to join together in holy matrimony, but does that include joining your finances? BBH’s Next Gen newsletter The Fresh Take takes a closer look.
  • Allie Doppelt
    March 21, 2023
    • Private Banking
    In our spring Next Gen Spotlight, Caroline Flores sits down with Allie Doppelt of Michael Doppelt Diamond Company to talk about leaving a corporate job to join the family business, and why buying a diamond is more like building a long-term relationship than just purchasing jewelry.
  • Happy New Year? Our Economic Forecast for 2023
    February 02, 2023
    • Private Banking
    In this issue of InvestorView, we discuss our outlook for the markets and economy in 2023, explore how to guide trustees to ensure that trust distributions are rooted in purpose, and look at how to manage cognitive bias.
  • ""
    • Private Banking
    How can we continue to foster family togetherness in the year? Ali Hutchinson and Laura Salibello share five resolutions to help your family stay connected this year.
  • ""
    December 15, 2022
    • Private Banking
    Do you want to be more philanthropic but have no idea where to begin? Getting started with philanthropy can be daunting at first, but adding structure to your approach can help you feel less overwhelmed and allow you to create a roadmap.
  • Opening the door: creating inclusive pathways for next generation leaders in family businesses
    October 24, 2022
    • Private Banking
    In this issue of Women & Wealth Magazine, we explore how to develop leaders in family businesses, examine how to make hybrid work successful for everyone and look at how we can foster motivation in those we love.
  • Love and Money
    July 25, 2022
    • Private Banking
    In this issue of Women & Wealth Magazine, we focus in on the value of communication as it relates to a range of subjects. We look at the criticality of intergenerational communication around wealth values, cover skills to teach our girls so they can thrive, discuss how to support a grieving friend and share guidance around how we can prepare ourselves to live in a world with more frequent disasters.
  • Investing in Uncertainty
    July 18, 2022
    • Private Banking
    InvestorView looks at investing through market volatility, blockchain and the cryptoasset ecosystem, the increasing integration of investing and philanthropy and private air travel options and considerations.
  • Investing in Uncertainty
    July 18, 2022
    • Private Banking
    InvestorView looks at investing through market volatility, blockchain and the cryptoasset ecosystem, the increasing integration of investing and philanthropy and private air travel options and considerations.
  • Women to Watch in 2022
    May 09, 2022
    • Private Banking
    In this issue of Women & Wealth Magazine, we speak with a nationally recognized healthcare and business leader, feature 22 women to watch in 2022 and look at trends in philanthropy, including shifts in how women give and international philanthropy.
  • February 10, 2022
    • Private Banking
    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, BBH Wealth Planner Michael Shapiro breaks down a common scenario of moving from New York to Florida.
  • ""
    January 26, 2022
    • Private Banking
    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
    • Private Banking
    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.
  • ""
    July 13, 2021
    • Private Banking
    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.
  • ""
    March 19, 2021
    • Private Banking
    In the feature article of this issue, BBH Chief Investment Strategist Scott Clemons reflects on the economy and markets since the onset of COVID-19 and looks ahead at what is to come as the light at the end of the tunnel grows brighter.
  • Finding Your Work-Life Sweet Spot: A Conversation with Victoria Mars, First Corporate Ombudsman and Former Chairman of Mars
    January 25, 2021
    • Private Banking
    In this issue of Women & Wealth Magazine, we kick off the new year with a focus on wellness, which is particularly important in the time of COVID-19 and all of its many implications for our daily lives.
  • Victoria Mars
    January 25, 2021
    • Private Banking
    We speak with Victoria Mars, the former chairman of Mars, about her career in the family business, how we can better navigate our personal and professional lives (hint: it’s all about life stages), and Mars’ focus on sustainability.
  • ""
    November 28, 2017
    • Private Banking
    In the feature article of this issue of InvestorView, Chief Investment Strategist Scott Clemons discusses investment risk: how to define it, measure it and manage it.

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