Brad Dillon, the BBH Trust Company’s director of fiduciary tax and trusts, discusses the important decision of who to hire to act as executor of your estate to minimize family conflict and ensure the most efficient management of your assets ...

In this issue of Women & Wealth Magazine, we focus on women who are pushing for change in some unexpected places: NASCAR and fly fishing! We also spent time with women and men who are making great strides in leveling the playing field in ...

Wealth Planner Nicole Jackson Leslie provides an overview of key estate plan personnel and criteria to keep in mind when filling these roles.

Managing Director Brett Sovine discusses an appealing retirement savings option for working next generation members: the Roth IRA

In this issue of Women & Wealth Magazine, we explore how thriving family businesses operate, evolve and invest in the next generation.

Managing Director Brett Sovine discusses section 6166 of the Internal Revenue Code, which in certain situations permits the executor of an estate to defer federal estate tax on a closely held business following an owner’s death.

Senior Wealth Planner Kerri Mast discusses developments regarding the extent to which trusts are protected from creditors in the event of divorce.

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 ...

Senior Wealth Planner Ali Hutchinson breaks down several estate planning techniques for individuals who have maxed out their available gift tax exemptions, as well as techniques that can be used to enhance gifts that have already been made and ...

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.”

Our “By the Numbers” infographic explores the patterns behind booming charitable giving and the impact of parental giving on the next generation.

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 ...

Wealth Planner Ross Bruch examines the role buy-sell agreements can play in helping family businesses plan for intrafamily succession.

Brad Dillon, director of fiduciary tax and trusts, discusses tax planning for the terminally ill or elderly, covering the basic necessities and more advanced techniques around death-bed tax planning.

In this issue of Women & Wealth Magazine, we explore the power of sports to create unity, drive gender equality and improve children’s health.

In this video, we explore highlights from the latest issue of Women & Wealth Magazine.

Relationship Manager Reed Smith and Retirement and Trust Associate Matthew Senger break down the differences in setup, administration and contribution limits among three retirement strategies for small-business owners and the self-employed: the ...

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.

Senior Wealth Planner Michelle Hong discusses upstream gifting, an increasingly popular estate planning technique following the recent tax legislation that involves making gifts up the family tree, rather than downstream.

Adrienne Penta, the executive director of the Center for Women & Wealth, and Alison Hutchinson, a senior wealth planner, provide a preview of the feature article in our third quarter issue of InvestorView, which focuses on families, wealth and ...

In this issue of Women & Wealth Magazine, we focus on how to make ourselves, our families and our businesses more secure.

BBH Wealth Planner Karin Prangley and Relationship Manager Edward Oh provide advice on how to create a family social media policy and share guidelines to improve your digital safety.

Benjamin Persofsky, John Secor and Brett Sovine address the different types of recapitalizations and what to consider when evaluating one. In addition, they zero in on shareholder reorganizations, a common form of recapitalization for families ...

Wealth Planner Michelle Hong discusses legal and financial steps for parents to consider when planning for a loved one who may require varying levels of care and support over the long run.

Wealth Planner Karin Prangley discusses the QSBS election – a method used to sell shares in a C corporation completely or partially income tax-free.

In the spring 2018 edition of Women & Wealth Magazine, we focus on female pioneers in technology who have made strides as leaders in the field and in conversations related to women.

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 ...

Wealth Planner Brad Dillon discusses how the new tax bill will change wealth and estate planning, highlighting changes and actions to consider based on the near doubling of the basic exclusion amount.

CW&W events provide women with opportunities to learn, network and discuss topics that truly matter to them.

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 ...

BBH Wealth Planner Ali Hutchinson discusses how to become financially savvy and the challenges women face when saving for the future with The Wall Street Journal.

In the winter 2018 edition of Women & Wealth Magazine, we turn our attention to women as healthcare decision-makers, providers and patients.

In this issue’s “By the Numbers” infographic, we examine the vast influence women have on the healthcare industry.

BBH Wealth Planner Kerri Mast highlights the importance of planning in advance for diminished capacity and why maintaining autonomy is critical to preserving a sense of self.

Wealth Planners Karin Prangley and Anne Warren cover an important topic for private business owners: creating a family constitution to enable seamless business and wealth transitions.

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

In the fall 2017 issue of Women & Wealth Magazine, we turn our attention to the importance of intergenerational communication about wealth values, financial education for the next generation – or the future stewards of wealth – and improving ...

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.

Sharna Goldseker, executive director of 21/64, interviews three passionate next gen donors to gain more insight about the causes that they are most interested in and how they are contributing to them.

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.

Relationship Manager Reed Smith and Wealth Planner Ali Hutchinson break down the forms of joint property ownership, honing in on tenancy by the entirety and its advantages for business owners.

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.

Wealth Planner Kerri Mast discusses a common dilemma among philanthropically inclined individuals: the decision to set up a private foundation vs. a donor advised fund.

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.