In this issue of Women & Wealth Magazine, we focus on philanthropy and how to maximize impact – on both our philanthropic objectives and the next generation.

In this issue’s feature article, we review why a charitable mission is important and provide guidance on how to approach crafting a mission statement that enables you to take philanthropy beyond just “being charitable” or “giving back.”

Many parents and scholars would like to understand how the transmission of generosity from parents to children occurs. Andrea Pactor and Jacqueline Ackerman of the Lilly Family School of Philanthropy Women’s Philanthropy Institute share their ...

For parents of preschool to emerging adult children, these five videos offer tips about how to teach them to become financially responsible adults.

In the feature article of this issue of InvestorView, Adrienne Penta, the executive director of the BBH Center for Women & Wealth, and Alison Hutchinson, a senior wealth planner, focus on the topic of families, wealth and communication, discussing ...

Senior Wealth Planner Kerri Mast discusses how families can use philanthropy to create a platform for teaching the next generation about family values.

In this video series, Adrienne Penta, the executive director of the CW&W, sits down with BBH Relationship Managers Beth Milkovits and Laura Salibello to discuss lessons parents can teach their college and emerging adult children to help them ...

Parents may think that after high school, there is not much more they can do to educate children about the value of money. In our latest “Guide to Talking to Children About Money,” we explore the ways that parents can prepare their college-age and ...

In this video series, Adrienne Penta, Executive Director of the CW&W, sits down with Beth Milkovits, a vice president in our Private Banking group, to discuss the ways parents can impart the value of a dollar and the importance of giving to ...

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 ...

Beth Milkovits, a vice president in our Private Banking Group, provides a guide for introducing the concept of money and its value to children at various stages of childhood development.

In “Five Questions,” Bryn Mars shares her background as a fourth-generation family business owner and discusses the importance of families facilitating intergenerational conversations about wealth and values.

Karin Prangley and Elizabeth Kolshak share key lessons learned about the steps families can take to raise responsible stewards of wealth.

BBH surveyed of a group of sophisticated estate planners to gather their insights on what makes intergenerational wealth transitions successful. In this issue’s “By the Numbers” infographic, we highlight the results.

If 70% of wealth transfers fail, how can families prepare the next generation to manage both wealth and legacy? To answer this question, Wealth Planners Karin Prangley and Anne Warren surveyed a group of sophisticated estate planners to gather ...

Requests for financial support from family members are more complicated than most favors, so the thought process around it should be as well. Women & Wealth Magazine takes a close look at how to avoid tax and estate planning consequences when ...

In this issue’s “By the Numbers,” we explore the challenges of wealth transfer – a difficult process that can sometimes be more challenging than acquiring wealth in the first place.

BBH Chief Investment Strategist Scott Clemons details the causes of failed wealth transfers and strategies that families can employ to increase their likelihood of success. His piece explains why we should talk to our children about wealth and ...

In our third quarter feature article, Chief Investment Strategist Scott Clemons discusses multiple topics related to transferring wealth to the next generation, including education, planning and preparation, philanthropy and family dynamics.