Multi-Family Office

Partners in your success

Solving what matters most

In the BBH Multi-Family Office, we help families grow and sustain their wealth while navigating the complexity that often comes with it.

Our mission is to support your unique goals – preserving and growing capital, developing and communicating a long-term wealth plan, and simplifying the daily demands of managing wealth. We see ourselves not just as advisors, but as your long-term partners.

We bring together a wide range of capabilities to meet your needs: disciplined investing, values-based wealth planning, trust and estate services, philanthropic strategy, family communication and engagement, family office solutions, and corporate advisory and banking. We’re built to help you tackle what’s most complex – and most important.

Comprehensive solutions for the needs of your wealth, family, and future

  • Wealth Management

    A long-term, fundamentals-driven investment approach designed to protect and grow your wealth across generations

  • Trust Services

    Fiduciary and executor services that ensure continuity, reduce complexity, and honor your family’s legacy

  • Values-Based Wealth Planning

    Planning that aligns your wealth with what matters most – your goals, values, and vision for the future

  • Family Office Advisory

    Practical guidance and tailored solutions to help you manage the operational and personal dimensions of wealth

  • Philanthropic Advisory

    Strategic support for designing and evolving a giving approach that reflects your values and amplifies your impact

  • Next Generation Experience

    Resources and mentorship to help rising family members prepare for the responsibilities and opportunities of wealth

  • Center for Women & Wealth

    An inclusive platform of investment, planning, and giving strategies – built to support women as they shape their financial lives

  • Endowment & Foundation Management

    Portfolio management and strategic advice to help mission-driven organizations meet today’s needs and tomorrow’s goals

  • Private Client Lending

    Customized credit solutions, including secured loans and lines of credit, to meet liquidity needs without disrupting long-term plans

We help you plan for the long term by building an investment portfolio that seeks to preserve and grow your wealth, while also alleviating the day-to-day demands that many wealthy individuals face.



How we work with you and your family

We have deep experience partnering with clients to help them achieve their family’s personal, financial, and business objectives while minimizing the complexities in their lives.

Our partnership starts with you. We collaborate with your family to shape your experience based on the areas of focus that are most important.

 


How We Work with You and Your Family

-Inventory of current solutions you receive

-Needs assessment

-Build a BBH team to meet needs

-Create a relationship and communication plan

-Develop and implement investment plan

-Agree on now/next/later plan for noninvestment priorities

-Ongoing monitoring and adjustments based on evolving needs

-Our partnership: We leverage the necessary solutions to help your family achieve its objectives

-Outside advisors: We collaborate closely with outside advisors to create a seamless experience for you

Our latest insights

There is no assurance the investment objectives will be achieved.

This communication is for informational purposes only.  The information herein has not been based on a consideration of any individual investor’s circumstances and is not investment advice, nor should it be construed in any way as tax, accounting, legal or regulatory advice.  Individuals should consult their personal tax, accounting and legal advisers regarding any potential investment or strategy.  Any views and opinions are subject to change at any time.

This material does not constitute an offer or solicitation in any jurisdiction where or to any person to whom it would be unauthorized to do so.

Investment Advisory Products and Services:

NOT FDIC INSURED   NO BANK GUARANTEE    MAY LOSE VALUE

 

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