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.

For the feature article of this issue, we brought together a group of CEOs in our ecosystem to discuss how they led their businesses throughout the year.

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 ...

Thanks to evolving regulatory policy in Europe and Hong Kong, more asset managers are considering adding unlisted share classes to their ETFs. We lay out the top considerations for launching unlisted share classes on existing ETFs.

In anticipation of the upcoming U.S. election, BBH Chief Investment Strategist Scott Clemons provides a state-by-state analysis of the effect of polling outcomes on the presidential and key Senate races.

In this issue of InvestorView, we cover several topics related to the election, including potential implications, family dynamics during this time and considerations for charities, and provide an update on the market and our portfolio positioning.

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 ...

BBH Chief Investment Officer Suzanne Brenner and Head of Investment Research Tom Martin review the markets and provide an update on our current portfolio positioning and priorities.

Andy Brown – CEO and portfolio manager at Cedar Rock, one of our third-party investment managers – covers the principles on incentive pay that underpin the firm’s investment philosophy.

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.

BBH Senior Wealth Planner Kerri Mast covers considerations during election season for charities and board members as it relates to which political and election-related activities are permitted for charities, which are permitted within certain ...

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.

In the feature article of this issue of Women & Wealth Magazine, we speak with forensic scientist, best-selling author and “Bones” creator Kathy Reichs about her journey to crime fiction writing, how she continues to find inspiration 20 books ...

In our “By the Numbers” infographic, we explore the enormous effect COVID-19 has had on women on the frontlines, at home and at work, as well as highlight a few silver linings to come out of the pandemic.

We speak with best-selling authors Eve Rodsky and Brigid Schulte about how families can live and work together with less tension, fairer division of labor and more leisure time.

In “Five Questions,” Jeannie Infante Sager, the director of the Women’s Philanthropy Institute, discusses the importance of women’s giving, how women philanthropists have responded to COVID-19 and shifts she has seen in methods of giving during ...

Kathy Reichs, best-selling author and “Bones” creator, shares what inspired her to embark on a career in forensic anthropology.

The new EU Directive on Administrative Cooperation (DAC6) introduces a host of provisions aimed at increasing tax efficacy and transparency. In this InFocus Q&A, we explore the key elements of DAC6.

As our homes are now the center of work life, family life, leisure and virtual school, Adrienne Penta, executive director of the BBH Center for Women & Wealth, led a discussion with best-selling authors Eve Rodsky and Brigid Schulte on how to live ...

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.

In this issue of InvestorView, we discuss life after COVID-19, 2020 market volatility and investment strategies, hosting virtual meetings and how to create a charity.

In the feature article of this issue of InvestorView, BBH Chief Investment Strategist Scott Clemons reflects on lessons we are learning during the COVID-19 crisis, what aspects will have a lasting effect on our homes, offices and schools and what ...

Jeff Hakala and Jerry Hakala – Co-Chief Investment Officers at Clarkston Capital Partners – discuss some current prevailing arguments against small-cap investing, the approach’s structural advantages and Clarkston’s unique approach that aims to ...

Senior Wealth Planner Kerri Mast discusses the steps to take to establish a new charitable organization.

Chief Investment Officer Suzanne Brenner and Senior Investment Analyst Tom Martin reflect on market volatility over the first half of 2020 and assess the current state.

BBH Senior Advisor Ellen Perry discusses decision-making about social interactions during COVID-19 as restrictions are loosened and individuals have very clear differences in personal risk tolerances.

Throughout the first half 2020, equity markets experienced notable volatility. Chief Investment Strategist Scott Clemons reflects on this activity and comments on expectations for the second half of the year.

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.

Chief Investment Strategist Scott Clemons explores the path to economic recovery following the U.S. labor market’s sharp rebound in May.

BBH Partner Kathryn George and BBH Senior Advisor Ellen Perry share a few steps you can take to manage through these trying times and support peers, family and friends.

Chief Investment Strategist Scott Clemons comments on the state of crisis in the U.S. and discusses present and future implications on markets.

Chief Investment Strategist Scott Clemons discusses the cause and implications of the equity market’s notably sharp recovery since its bottom in March.

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.

We feature 20 inspiring women and share how 2020 is set to be a pivotal year in their professional journeys. We also spotlight a few examples of their extraordinary work in response to the current global pandemic.

In this issue’s “By the Numbers” infographic, we examine the progress that women have made in the past decade across numerous domains.

Senior Wealth Planner Kerri Mast discusses the shifting landscape of philanthropy and impact, including the rise of international giving and impact investing.

Relationship Manager Laura Salibello and Analyst Maddy Pellow define the basic principles of investing and share how parents can incorporate them into preliminary conversations with aspiring young investors.

CW&W Executive Director Adrienne Penta and BBH Relationship Manager Beth Milkovits explore the complexity of teaching the value of digital currency in a time where we increasingly store and spend money online and in the cloud.

In “Five Questions,” best-selling author Eve Rodsky shares what motivated her to write a book “she was born to write” about achieving equity through rebalancing household responsibilities.

Recent economic data demonstrates the impact stay-at-home restrictions have had on household spending. Chief Investment Strategist Scott Clemons reviews the implications.

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.

BBH Chief Investment Officer Suzanne Brenner shares why non-U.S. investments can provide attractive opportunities.

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.”