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  • Surreal scene, imaginary world, tiny man stands in front of a giant opened book with empty blank pages. Education concept, the magic and fantasy of a story teller. Knowledge and wisdom symbol.
    August 11, 2025
    • Capital Partners
    Every business has a story. What matters is how it’s told – and who tells it. Senior Wealth Planner Ross Bruch explores why stories matter and how owners can craft a narrative for their business that lasts and evolves.
  • Tall trees with green leaves forming a canopy, with a large, heart shaped opening in the center revealing blue sky above.
    • Capital Partners
    Families often turn to philanthropy as a way to sustain legacy and values across generations. Head of Philanthropic Advisory Drew Rabe and Managing Director Mike McGrann discuss potential roadblocks along this journey and how business owning-families can best navigate them.
  • Women and wealth publication cover of Misty Copeland in a dance position
    July 23, 2025
    • Capital Partners
    This issue of Women & Wealth Magazine touches on several aspects of wellness, from personal well-being to finances to relationships. In our feature article, iconic ballerina Misty Copeland and BBH Partner Valentino Carlotti discuss purpose, passion, and the importance of mentorship. We also look at the current state of women and wealth, outline the importance of having a flexible estate plan, demystify prenuptial agreements, and speak with a founder of a global retail brand.
  • ""
    • Capital Partners
    Alyssa Rower, the founding partner of matrimonial law firm Rower LLC and one of our Women to Watch in 2018, demystifies the prenuptial agreement and offers advice on navigating these often stigmatized – but highly useful – tools.
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    June 26, 2025
    • Capital Partners
    We cover three types of insurance – health, life, and disability – to review if you’re expecting.
  • ""
    June 25, 2025
    • Holloway Rule
    • Capital Partners
    Relationship Manager Holly Rule examines 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 23, 2025
    • Capital Partners
    Our Next Generation team looks at important considerations for those deciding to leave the workforce to have or care for children.
  • ""
    • Capital Partners
    In today's volatile market environment, there are many time-sensitive estate planning opportunities to consider. Here's what to know about creating or "freezing" a GRAT during market stress.
  • ""
    April 09, 2025
    • Capital Partners
    In this issue of Women & Wealth Magazine, we highlight notable women to watch in 2025 and take a closer look at the personal wellness space – including a discussion on the science of sleep with sleep expert Dr. Jennifer Goldschmied. We also provide an action plan for scaling a private foundation, speak with the matriarch of a fifth-generation family business, and talk about the future of oncology care with Liya Shuster-Bier.
  • Women to Watch in 2025
    April 09, 2025
    • Capital Partners
    This year’s list focuses on women making an impact. These inspiring women are pushing boundaries and driving innovation in their fields.

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