How can we continue to foster family togetherness in 2021? Ali Hutchinson and Laura Salibello share five resolutions to help your family stay connected this year.

Ellen Perry, Ali Hutchinson and Laura Salibello lay out five questions to ask during the holidays to spark discussion around the dinner table and provide tips for how to approach these conversations.

Senior Wealth Planner Kerri Mast looks at considerations for private business owners with private foundations.

As the end of 2020 nears, we highlight year-end planning opportunities to consider in order to maximize your long-term goals, with your values at the forefront.

To celebrate the 5th anniversary of the BBH Center for Women and Wealth, BBH hosted a conversation with: Anne-Marie Slaughter, the CEO of New America and the Bert G. Kerstetter '66 University Professor Emerita of Politics and International ...

In the feature article of this issue, BBH Chief Investment Strategist Scott Clemons speaks with several BBH experts about the various risks, opportunities and permutations of the election. The roundtable covers implications for several areas ...

Emotions are high as the presidential election nears. BBH Senior Advisor Ellen Perry provides suggestions for communicating with family and fostering togetherness during this intense election season.

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 edition, we speak with “Bones” creator Kathy Reichs about her journey from forensics to fiction, explore COVID-19’s dramatic impact on all aspects of women’s lives and cover the Democratic party’s tax proposal as we near the November election.

As the November U.S. presidential election draws closer, Senior Wealth Planner Ross Bruch covers the Democratic party’s tax plan and discusses planning opportunities to consider before year-end.

Senior Wealth Planner Kerri Mast discusses effective board governance during complex and uncertain times.

Due to COVID-19, many have found themselves settled in places other than their typical residences. Senior Wealth Planner Karin Prangley explores the tax implications.

Planning for retirement in your 20s? Smart move. Let us help you understand the options.

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.

BBH Senior Wealth Planner Alison Hutchinson explains why now is the time to fund a revocable trust.

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.

Wealth Planning Associate Sara Turner discusses the implications of the CARES Act on certain rules regarding retirement plans.

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.

We spoke with Renee Cherkezian, co-founder of Epicured – a meal delivery company that specializes in “food as medicine.”

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?

In this special philanthropy publication, we explore giving with intention and impact.

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 ...