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In this issue of Women & Wealth Magazine, we highlight 20 incredible women, new trends in the philanthropic space and communicating with children about digital currency.
Senior Wealth Planner Kerri Mast discusses the shifting landscape of philanthropy and impact, including the rise of international giving and impact investing.
This summer’s family meetings may not look the same as past years, but Senior Wealth Planner Ali Hutchinson and BBH Senior Advisor Ellen Perry share tips for how you can effectively conduct your meeting virtually.
Ivan Pirzada, Managing Director at BBH had a discussion with Thomas C. Tsai, MD, MPH on all of the things being considered as we make decisions about getting back to day to day life in and out of the office.
The COVID-19 pandemic has understandably shifted philanthropists’ mindsets. Senior Wealth Planner Kerri Mast analyzes recent survey results on this topic.
Scott Clemons, Chief Investment Strategist, Suzanne Brenner, Chief Investment Officer, and Jeff Hakala, CEO and Chief Investment Officer of Clarkston Capital gave an update on the economic and financial implications of the spread of COVID-19.
Scott Clemons , BBH Partner and Chief Investment Strategist led a Webinar for Next Generation on the “Top 10 Weird Things About the Economy Right Now.”
Adrienne Penta, Executive Director of the BBH Center for Women & Wealth, had a conversation with CNN analyst and security expert Juliette Kayyem on what the future holds and how to prepare for a new normal in the wake of COVID 19.
During this time of need, many people are looking to make an impact with charitable giving. Wealth Planner Nicole Jackson Leslie shares how you can vet your chosen charity.
Wealth Planner Nicole Jackson Leslie walks through charitable opportunities during this time of crisis, touching on what to give, how to give and tax considerations.
Wealth Planner Ross Bruch and Wealth Planning Associate Sara Turner share why now is a good time to examine your estate plan and offer eight key steps to do so.
Senior Wealth Planner Karin Prangley provides guidance on how businesses can best manage their business losses under the CARES Act.
With current market volatility and the potential for rising income taxes, Senior Wealth Planner Anne Warren shares why now may be the time to consider a Roth IRA conversion.
The CARES Act includes additional support for nonprofits through the expansion of charitable deductions. Wealth Planning Associate Sara Turner explores the implications for individuals and corporations.
Senior Wealth Planner Karin Prangley provides strategies for employers seeking tax-efficient ways to support financially burdened employees during this time of crisis.
BBH Wealth Planners Alison Hutchinson and Stacia Kroetz and Wealth Planning Associate Lindsay Hodgkins share why it may be beneficial to “freeze” a current GRAT in today’s market environment.
BBH Senior Wealth Planners Alison Hutchinson and Brett Sovine and Wealth Planning Associate Lindsay Hodgkins share how you can provide financial support for family members in this time of crisis without unnecessary tax and complexity.
BBH Senior Wealth Planner Kerri Mast discusses how economic disruption can affect endowments and shares how to review spending policies to help mitigate negative impact.
Senior Wealth Planner Alison Hutchinson delves into the advantages of intra-family loans in this current low interest rate environment.
Senior Wealth Planner Alison Hutchinson explores time-sensitive and beneficial wealth planning strategies to consider amid the current volatility.
Investing in private markets is an important component of many client portfolios, and in this article, Caroline Thomas and Thomas Martin, both Senior Investment Analysts, provide advice on how to construct a prudently-sized private markets ...
In this issue of Women & Wealth Magazine we share insights from some incredible women who are redefining what success looks like.
Senior Wealth Planner Anne Warren explores options for U.S. citizens, residents and charitable organizations seeking to incorporate international giving into their philanthropic efforts.
Wealth Planner Stacia Kroetz addresses a common question we see clients wrestle with: Should I buy a house with my trust or other assets?
Senior Wealth Planner Anne Warren discusses the Miranda family’s philanthropic commitment and activity, including a new donor-advised fund program with the Hispanic Federation.
We cover key areas of the philanthropic journey, highlighting considerations when thinking about how to give back.
Senior Wealth Planner Kerri Mast discusses a common dilemma among philanthropically inclined individuals.
We sit down with philanthropist Ann Smead to discuss her work at the University of Colorado Boulder, the importance of measuring outcomes and her advice for today’s philanthropists.
We sit down with philanthropist Lea Culver, co-founder of fast-casual restaurant chain Culver’s, to discuss the work that is being done through the Culver’s Foundation, her personal approach to philanthropy and how she has engaged the next ...
Senior Wealth Planner Kerri Mast explores innovative solutions today’s philanthropists are using, including implementing new organizational structures, maximizing the impact of their investments and making nontraditional grants
Senior Wealth Planner Karin Prangley provides an overview of donor-advised funds, including some of the biggest dos and don’ts.
In this issue of Women & Wealth Magazine, we focus on women who are breaking the mold and making history. We had the pleasure of speaking with women who are pioneers and leaders in their fields – these are women who have been “firsts” and are ...
BBH Wealth Planners Ali Hutchinson and Stacia Kroetz outline the importance of having a flexible estate plan. The future is unknowable, but centering your plan on your values and communicating regularly with your fiduciary and your family will set ...
BBH Senior Advisor Ellen Perry discusses the complexities surrounding a liquidity event and cover ways to make the transition more successful.
BBH Trust Company 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 according to your estate plan.
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.