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 ...

BBH Senior Advisor Ellen Perry and Wealth Planner Michelle Hong discuss the complexities surrounding a liquidity event and cover ways to make the transition more successful.

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.

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.

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 ...