Principal Ali Hutchinson reframes trusts as living relationships, not just legal structures, emphasizing how flexibility, fiduciary choice, and communication are essential to building resilient, multigenerational plans.

In this issue of InvestorView, we review the foundational beliefs of our investing approach and portfolio construction framework in the context of today’s market environment. We also discuss how investors can take advantage of volatility through tax-managed equity strategies and look at the key components of a resilient multigenerational trust.

Community property rules can offer valuable estate and tax planning benefits, but thoughtful planning is essential. Senior Wealth Planner Scott Bayer outlines key considerations for families who may live in, or may move to, a community property state.

We sit down with Mike McGrann from BBH’s Center for Family Business to discuss preparing the next generation for the largest wealth transfer in history and what readiness for this transition truly means.

In this issue of Women & Wealth Magazine, we explore how families can prepare for the great wealth transfer, navigate community property rules, and approach conversations about later-life care for aging parents. We also discuss innovation and legacy with Kristie Juster, CEO of Conair.

Preparing the next generation to successfully steward wealth goes beyond having your estate planning documents in order. Ben Persofsky, the head of the BBH Center for Family Business, discusses why teaching your children how to handle wealth starts with talking about it.

Senior Wealth Planner Alison Hutchinson and Wealth Planner Peter Mezey delve into the advantages of intra-family loans in a rising interest rate environment.

In this issue of Women & Wealth Magazine, we highlight several notable women business owners, entrepreneurs, and creators to watch in 2026, and pay homage to the achievements of women throughout 250 years of U.S. history. We also examine the benefits of spousal lifetime access trusts and discuss community and innovation in the theatre world with Mindy Dougherty Baiada.

Ali Hutchinson and Stacia Kroetz look at spousal lifetime access trusts – an estate planning strategy that may be the right fit for individuals who wish to transfer assets to others during life, but who also want to maintain access to the funds.

Senior Wealth Planner Stacia Kroetz addresses a common question we see clients wrestle with: Should I buy a house with my trust or other assets?