Individuals and Families

Helping our clients thrive for generations

Collaborating to achieve one agenda: yours

Our mission is to help families thrive. We work with you to define and share your unique values, communicate your vision for how wealth will impact your life, and create plans and invest capital to help preserve, grow and transition your wealth to family or philanthropic causes over the long term.

Women & Wealth Magazine Fall Issue 2021

In this issue of Women & Wealth Magazine, we explore leadership, mentoring and life lessons from a wide range of perspectives. Whether you’re a parent hoping to raise children to be responsible with wealth, an executive leading a diverse team, a young person starting out or an engaged philanthropist learning from the past, we believe you’ll find important and helpful insight in this issue.

Comprehensive solutions for individuals and families

  • Investment Advisory

    Long-term, value-oriented investing with the objective of preserving and growing wealth

  • Trust Services

    Trustee and executor services that provide continuity for generations while easing administrative burden

  • Values-Based Wealth Planning

    Wealth planning rooted in your values to help you achieve your near- and long-term goals

  • Family Office Advisory

    Custom advice and solutions to help you achieve your objectives and manage life’s complexities

  • Philanthropic Advisory

    Assistance navigating the philanthropic journey to create a lasting, positive impact

  • Next Generation Experience

    Customized programs that support the rising generation as they gain control over wealth

  • Center for Women & Wealth

    Investment, planning and philanthropic resources for women as they create and manage wealth

  • Private Client Lending

    Flexible, secured lending in the form of personal loans and lines of credit

  • Center for Family Business

    Consultative advice and capital to help family business owners address their unique challenges

  • 99%

    client retention rate

  • 13 generations

    of Partners committed to serving clients for the long term

  • 203 years

    of stewarding client wealth

We partner with families on the issues at the intersection of their wealth, their families and their lives so that they can thrive for generations.

Kathryn George Partner

Love and Money: Why Communicating Values Matters

In the feature article of this edition of Women & Wealth Magazine, Adrienne Penta examines the criticality of intergenerational communication around wealth values. She highlights the essential values that families should discuss with one another and describes the tools that BBH recommends to facilitate these conversations.

Alison Kelly Hutchinson

Managing Director, Senior Wealth Planner
New York City, NY | USA

Ali Hutchinson focuses on values-based planning with a concentration in family businesses. In her role, Ali provides clients…  Learn More

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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.


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