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Jacki Zehner, chief engagement officer of Women Moving Millions, illustrates the power of storytelling to drive change and shares 10 top considerations before funding a documentary film.
BBH speaks with Patricia Angus, a writer, lecturer and advisor to multigenerational families, about the many considerations and challenges when succession planning for family-owned businesses.
Wealth Planner Anne Warren discusses a succession planning tool for family business owners, which is critical though often overlooked: buy-sell agreements.
Wealth Planner Michelle Hong discusses the permanent extension of the IRA charitable rollover, focusing on the benefits it provides philanthropic individuals in their charitable gift planning.
In this video, BBH Partner Jeff Schoenfeld discusses why it is important for LGBTQ couples and individuals to identify investment advisors and wealth planners who understand their unique needs.
In our feature article, we talk to Ambassador Swanee Hunt about her mission to empower women and girls around the globe. She discusses her work, her motivation and philanthropic legacy.
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 their ...
Wealth Planner Brad Dillon outlines the general processes of divorce proceedings for business owners, including classification of marital property, valuation issues and distribution.
As women’s share of U.S. wealth continues to rise, Adrienne Penta, the executive director of the BBH Center for Women & Wealth, spoke with World Finance about the need for wealth managers to change the way they listen to better serve their female ...
Wealth Planner Brad Dillon discusses the tax policy proposals of President Donald Trump and the House Republicans, looking at changes to individual income taxes, gift and estate taxes and corporate taxes.
In this roundtable, hosted by AVENUE Magazine, Partner Kathryn George discusses the market’s response to the U.S. election results, protection against cybersecurity, engaging the younger generation in conversations around wealth and preparing them ...
Wealth Planner Brad Dillon sits down with Jeff Schoenfeld to discuss his experiences as a BBH Partner, why seeking out LGBTQ-knowledgeable investment advisors and wealth planners may be useful for LGBTQ individuals, some of the financial and wealth ...
Assisted reproductive technology (ART) has fueled a rapid change in how some individuals choose to create a family. BBH Wealth Planner Brad Dillon shares his personal story of going through the ART process and discusses legal and estate planning ...
Not all same-sex couples are rushing to the altar after the Obergefell v. Hodges ruling. Many have questions about the financial and tax ramifications of the decision to get married. In this article, Brad Dillon discusses the potential benefits and ...
In the winter 2017 edition of Women & Wealth Magazine, we feature a philanthropy roundtable, look at women and investment management, learn how the Desai Foundation empowers women, cover estate planning for unmarried or childless individuals, ...
Estate planning is just as, if not more, important for unmarried or childless individuals as it is for those who are married or have children. Wealth Planner Anne Warren explores various methods of estate planning for people who are unmarried or do ...
BBH Wealth Planners Karin Prangley and Anne Warren discuss the recently proposed 2704 regulations by the IRS and U.S. Department of the Treasury, which, if finalized, may eliminate the valuation discounts applicable to family-controlled entities ...
Melineh Ounanian of our Trust Companies discusses how business owners who have established a trust can get their family to understand how beneficial a trust can be, setting forth some of their top benefits from the beneficiary’s perspective.
In this issue of Women & Wealth Magazine, we answer the question “who stole my time?” with Brigid Schulte, cover the complicated subject of lending money to family members, look at our futures with an eye on human capital and wash it all down with a ...
When did being busy become something to brag about? In this issue’s cover story, Women & Wealth Magazine investigates the history of busyness with the help of former Washington Post journalist Brigid Schulte.
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.
Wealth Planner Kerri Mast examines timing- and structure-related considerations for private business owners looking to maximize their charitable impact.
Wealth Planner Ali Hutchinson looks at spousal 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.
In an interview with Above the Law, Adrienne Penta provides advice for up-and-coming lawyers, touching on the importance of investing in training, following your passion and embracing diversity.
This issue of Women & Wealth Magazine is filled with stories and insights from women who have ignited national discussions on topic of care, faced the challenges of parting with a loved one and started businesses dedicated to providing care to women ...
Our feature interview with Dr. Anne-Marie Slaughter, President & CEO of New America, explores the importance of providing both men and women with the ability to work as either breadwinners or caregivers. In the article, Dr. Slaughter explains the ...
When planning for retirement, we’re often advised to reduce portfolio risk by shifting exposure from volatile equity investments to more stable bond investments. Caroline Thomas of BBH’s Investment Research Group questions the validity of this ...
In this issue’s “By the Numbers” infographic, we explore the challenges facing the sandwich generation – adults who are caring for a parent age 65 or older while also raising a young child or financially supporting a grown child – and examine the ...
For families of dementia patients, their loved one’s disease is a marathon, rather than a sprint. BBH Wealth Planner Anne Warren shares her personal story of coping with her mother’s dementia diagnosis and calls attention to the costs of long-term ...
While detailing her journey as a widow, Ella Wall Prichard discusses the struggles she faced while taking control of her husband’s business, the impact of his passing on her family and the wisdom she discovered along the way.
As part of our “Five Questions with …” series, Dr. Mehri D. Moore, THIRA Health, discusses her work helping women and girls with anxiety and depression. She also explains how she’s been able to successfully balance the demands of caring for her ...
Adrienne Penta, Executive Director of the Center for Women & Wealth discusses estate planning strategies for business owners, and provides an important tip for filing a tax extension.
In this edition of Women & Wealth Magazine, we turn our attention to female founders, business owners and entrepreneurs and explore the unique contributions and perspectives they bring to the table.
BBH Wealth Planners Alison Hutchinson and Karin Prangley detail three tax-saving strategies that owners may want to consider prior to the sale of their business.
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, most ...
As part of our “Five Questions with…” series, Jacqui Lewis, the Managing Director at Audley Travel, discusses the importance of cultivating confidence in young women, learning to lose and taking the time to celebrate wins.
As college costs continue to rise, Wealth Planner Michelle Hong explores four tax-efficient methods of paying for college: direct payment, UTMA/UGMA accounts, 529 college savings plans and irrevocable trusts.
Alison Hutchinson and Melineh Ounanian discuss the fundamentals an individual must follow in order to be a good trustee when the trust owns business interests.
Major life events like the death of a spouse or the dissolution of a marriage not only involve emotional challenges, but financial and logistical challenges as well.
Wealth Planner Karin Prangley explores the controversy surrounding the fate of one’s online afterlife, examining recent efforts at passing legislation and the legal and estate planning considerations the subject raises.
Technology developments have fueled a rapid evolution in the ways in which some families are created. BBH Wealth Planner Brad Dillon describes the assisted reproductive technology trend and the legal and estate planning questions it raises.
Wealth Planners, Alison Hutchinson and Brad Dillon, discuss proposed changes to tax regulations which, if implemented, could curtail discounts associated with family entity planning as early as the fall of this year.
Wealth Planner Karin Prangley and Matthew Senger of our IRA and Trust team discuss how qualified retirement plans can be a critical part of estate planning, even when not intended for a client’s own retirement.
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