In “Five Questions,” we sit down with Shari Cassidy, founder of Westside Children’s Therapy, to discuss the valuable lessons she learned from starting and scaling a thriving, family-centered pediatric therapy practice.

Managing Director Mike McGrann explores the unique competitive advantages (and constraints) of family businesses and how they can be utilized to better compete in the marketplace.

Our third annual Private Business Owner Survey revealed that when it comes to business ownership, plans for the future are front of mind. This infographic takes a closer look at how owners are thinking about planning for their estates, succession, and legacies.

In this issue of Women & Wealth Magazine, we speak with Dartmouth College President Dr. Sian Beilock on the secrets behind performing under pressure and take a closer look at what the results of our third annual Private Business Owner Survey reveal about planning for the future. We also discuss navigating the unique competitive advantages of a family business, how to make the most of annual board meetings, and speak with Shari Cassidy, founder of Westside Children’s Therapy, on what it takes to run a private practice.

Dr. Sian Beilock, the first woman president of Dartmouth College and a leading expert in performance psychology, discusses performance under pressure and insights from her studies and work within that field.

Engaging and preparing the next generation in the succession planning process can be daunting. We share several components that can help the process run smoothly.

BBH Senior Relationship Associate Sean Kennedy discusses the key differences between HSA and FSA plans so you can best plan for the future.

In this issue of The Fresh Take, we highlight key insights from different sector spotlights.

For those hesitant to create an estate plan, we discuss tax-efficient options for transferring wealth to future generations or charity that require no long-term commitment, trusts, or legal fees.

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.