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As an entrepreneur and investor, Jules Pieri, co-founder and CEO of The Grommet, shares her insights into the world of entrepreneurship, being a founder and CEO and growing a business.
In the third quarter 2019 issue of Owner to Owner, we sit down with third-generation family business Cervera Real Estate, discuss dividend policies for family businesses, look at navigating life after liquidity and review the business environment.
Tom Martin, Grant Smith and Christine Hourihan provide an overview of the business environment on three fronts: the overall economy, the credit markets and the private equity and mergers and acquisitions markets.
In the feature article of this issue of Owner to Owner, we sit down with third-generation family business Cervera Real Estate to discuss playing the long game when it comes to best serving clients, navigating the complexities of a family business ...
John Secor, Ajit George, Kyle Gordon and Carson Christus of our Corporate Advisory Group outline five options for family business owners that are committed to formalizing a dividend policy.
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.
In our feature article, we sit down with Kelley Earnhardt Miller, co-owner of JR Motorsports, to discuss how NASCAR started with local families and evolved into a sport dominated by family businesses. She spoke to us about her views on succession ...
In this issue’s “By the Numbers” infographic, we illustrate the current state of the funding gap and highlight a few promising signs of change.
In this video, we provide a preview of the feature interview in our summer issue of Women & Wealth Magazine, in which Kelley Earnhardt Miller, co-owner of JR Motorsports, discusses carrying on the Earnhardt racing legacy and the role values play ...
We speak with John Rathmell, president of Lockton Marine & Energy, about recent changes and trends in the energy insurance space.
In the second quarter 2019 issue of Owner to Owner, we speak with Kerry Sulkowicz, M.D., about leadership in a private business, share insights gleaned from a Columbia Business School professor’s experience teaching next-generation family business ...
Tom Martin, Michael Mazur and Christine Hourihan provide an overview of the business environment on three fronts: the overall economy, the credit markets and the private equity and mergers and acquisitions markets.
In the feature article of this issue of Owner to Owner, we sit down with Kerry Sulkowicz, M.D., the founder of the Boswell Group, to discuss the challenges leaders face, the complexities of leadership in private and family businesses and the ...
We sit down with Michael Preston, an adjunct professor at Columbia Business School and the co-director of its Family Business Program, to hear insights and advice gleaned from teaching the next generation of family business owners for more than ...
Wealth Planner Nicole Jackson Leslie provides an overview of key estate plan personnel and criteria to keep in mind when filling these roles.
Patrick Scott provides an update on recent changes to duties on steel and aluminum article imports.
Adrienne Penta, Managing Director and Executive Director of the Center for Women & Wealth (CW&W), was selected by the Boston Estate Planning Council (BEPC) as the recipient of the 2019 BEPC Excellence Award.
In this issue of the Commodity Markets Update, we explore the green coffee supply chain, Northern White frac sand and the imminent disappearance of LIBOR – all of which are undergoing paradigm shifts.
Benjamin Durfee sits down with Konrad Brits, founder and CEO of Falcon Coffees, to explore the seemingly inexorable trends of sustainability, traceability and transparency in the green coffee supply chain.
As a lesson in delayed gratification, we gave nine children one marshmallow with the promise of another if they could resist eating the first. Let’s see who passed the challenge.
Adrienne Penta, executive director of the Center for Women & Wealth, discussed investing for family and women during this tax season with John Tucker and Peggy Collins of Bloomberg Finance in a recent “Hip Hop Hedge Funds and Investing During Tax ...
Adrienne Penta, executive director of the Center for Women & Wealth, was featured as one of “29 Groundbreaking Women” in the recent issue of Worth® Magazine.
In our feature article, we sit down with Jodi Berg, the president and CEO of Vitamix, to discuss how a relentless focus on purpose has made Vitamix a thriving fourth-generation family business. Berg also talks about why working outside Vitamix was ...
In this issue’s “By the Numbers” infographic, we look at the state of family businesses and the increasing number of women who are leading their family businesses into the next generation.
Christine Moriarty, founder of MoneyPeace Inc., discusses the importance of sustaining your business, building an exit strategy, knowing your values and understanding the impact of a sale on family when considering the sale of a company.
In “Five Questions,” Deborah Theobald, CEO and co-founder of Vecna Technologies, a Cambridge-based technology company, discusses the benefits of working with family, her company’s focus on impact and her belief in “using technology to improve the ...
In the first quarter 2019 issue of Owner to Owner, we speak with father-son duo Ward and Nico Landrigan of Verdura and Belperron, examine family business advisory boards, explore deferring estate tax on the death of a family business owner and ...
Tom Martin, Rachel Nute and Christine Hourihan provide an overview of the business environment on three fronts: the overall economy, the credit markets and the private equity and mergers and acquisitions markets.
In the feature article of this issue of Owner to Owner, we sit down with Ward and Nico Landrigan, the father-son duo behind fine jewelry lines Verdura and Belperron, to discuss Ward’s acquisitions of the two brands, Nico’s decision to join the ...
Travis Dunn and Nicholas Maglio provide an overview of family business advisory boards and discuss their benefits, composition and steps for getting started.
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.
In this video series, our first quarter 2019 Owner to Owner feature interviewees share insights around family business ownership and carrying on legacy.
Our Female Finance Firsts feature showcases the achievements of 12 women who were pioneers in the finance and business fields.
BBH is pleased to provide a comprehensive summary of the major tax changes that took effect on January 1, 2019, as well as tax changes proposed for 2019 that are still pending the legislative approval process. The following includes local law ...
Ambiguity still exists around the tax deduction limitations for RICs under The Tax Cuts and Jobs Act of 2017 (TCJA)
In the fourth quarter 2018 issue of Owner to Owner, we speak with former family business owner Tim Belk, examine family business governance, explore how buy-sell agreements may aid in succession planning and review the business environment.
Tom Martin, Patrick Scott and Christine Hourihan provide an overview of the business environment on three fronts: the overall economy, the credit markets and the private equity and mergers and acquisitions markets.
In the feature article of this issue of Owner to Owner, we sit down with Tim Belk, former CEO of the Belk department store chain, to discuss what running a family business entails, the process of selling his family’s 127-year-old company and why ...
Travis Dunn and Nicholas Maglio provide an overview of family business governance, including its definition and purpose, benefits, resource commitment and steps to begin implementation.
Wealth Planner Ross Bruch examines the role buy-sell agreements can play in helping family businesses plan for intrafamily succession.
In this issue of the Commodity Markets Update, we look into the seemingly disparate worlds of North American trade, fine wine, renewable energy and U.S. trucking – all of which appear to have price inflation as a key theme in the current environment.
In the feature article of this issue of the Commodity Markets Update, we sit down with Patrick Stella, founder of WineCredit, to discuss the extent to which wine is investable, shifting sources of demand and value in the market, issues surrounding ...
Anna Pearson looks at rising investment in renewable energy across Latin America as power demand increases.
Jay Foraker provides a historical perspective on NAFTA’s origins and objectives, presents details of current trade patterns among NAFTA countries and highlights various changes that have been agreed to in its update as the USMCA.
Adrienne Penta, executive director of the Center for Women & Wealth, spoke with John Tucker and Peggy Collins of Bloomberg Finance about investing for women. Their discussion included unconscious bias and values-based planning.
For parents of preschool to emerging adult children, these five videos offer tips about how to teach them to become financially responsible adults.
In the third quarter 2018 issue of Owner to Owner, we speak Nicole Sahin, Debbie Millin and Nancy Cremins of Globalization Partners, discuss considerations when deciding whether to sell the family business, look at retirement savings options for ...