In this edition of The Fresh Take, we look to provide some helpful information to guide you in affording, protecting, and investing in your first or even tenth piece of real estate.

Buying your first home can be an exciting, but overwhelming, journey. Senior Relationship Associate Sean Kennedy and Associate Maddy Pellow cover the essentials of what to know before you buy.

In this Next Gen Spotlight, Relationship Manager Myles Christian sits down with J.B. Andreassi, co-principal of Andreassi Development, rising real estate star, and reality TV personality, to discuss his journey from real estate to TV, working for the family business, and how he balances it all.

Relationship Manager Michael O'Connor reviews the advantages and risks of purchasing and owning an investment property.

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?

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.

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.

In this Next Gen Spotlight, Relationship Manager Mack Dowling sits down with Gaurav Sharma, founder and CEO of Capitalize, to discuss career lessons and the importance of remaining focused on your mission.

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.

Relationship Manager Laura Salibello and Associate Maddy Pellow outline key considerations for getting your first credit card.

Relationship Manager Elizabeth Madden reviews some of the benefits included in employee health insurance plans that go beyond your typical retirement and insurance elections.

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.

Relationship Associate Brooke Royer and Associate Maddy Pellow explore five ways you can increase your productivity, prevent burnout, and promote wellness at work.

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.

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.

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.

In our Summer Next Gen Spotlight, Senior Relationship Associate Hailey Hoyos sits down with Jill Koziol, co-founder and CEO of Motherly, to discuss why she started the platform, how she navigates growth, and where she sees the company and herself in the next five years.

Associate Maddy Pellow covers three types of insurance – health, life, and disability – to review if you’re expecting.

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.

Senior Relationship Associate Sean Kennedy looks at the benefits and drawbacks for couples considering a DINK, or “dual income, no kids,” life.

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.

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.

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.

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.

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.

Private Client Associate Mary Burton is part of our Next Generation Experience team in Charlotte, North Carolina. Here, she discusses her experience in making philanthropy part of her life and shares insights from other BBHers about how they do the same.

BBH Relationship Manager Laura Salibello and Associate Maddy Pellow provide financial tips for making the transition out of college more manageable.

As our Next Gen clients think about their future, they often ask about the importance of earning a distinction beyond their undergrad degree with a CFA, CFP, or MBA. So how do you know which path is right for you? We sat down with two BBHers to discuss the qualifications they pursued after college and how each affected their career.

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.

Wealth Planning Associate Lindsay Hodgkins outlines considerations and steps young adults could consider in order to begin the estate planning process.