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.

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.

In this edition of InvestorView, we examine investing outside the U.S., provide an update on market conditions and our portfolio, discuss our process for building client portfolios and look at Roth IRAs as a retirement savings option for working ...

In the feature article of this issue of InvestorView, Chief Investment Strategist Scott Clemons examines the rationale for including international and emerging markets in a well-balanced investment portfolio.

Chief Investment Officer Suzanne Brenner and Senior Investment Analyst Tom Martin provide a market update as well as an overview of our current portfolio positioning and priorities and anticipated short- or medium-term changes.

Chief Investment Officer Suzanne Brenner and Senior Investment Analyst Tom Martin explore how the various aspects of our asset allocation, portfolio construction, risk management and manager selection processes work together to create value for ...

Managing Director Brett Sovine discusses an appealing retirement savings option for working next generation members: the Roth IRA

Chief Investment Strategist Scott Clemons provides a preview of the feature article in our second quarter issue of InvestorView, which examines the rationale for investing outside the U.S.

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 this issue of Women & Wealth Magazine, we explore how thriving family businesses operate, evolve and invest in the next generation.

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 ...

Women & Wealth Magazine features 19 women to watch. These inspiring women have demonstrated their power as models of female leadership and innovative entrepreneurs.

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.

Relationship Manager Laura Salibello discusses how breaking down a pay statement into six simple steps can help parents explain taxes to their children.

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 ...

Our Female Finance Firsts feature showcases the achievements of 12 women who were pioneers in the finance and business fields.

In this article, we discuss family offices, what it takes to create one, who should consider creating one and who is better suited to work with an established private wealth manager focused on ultra‐high‐net‐worth clients.

In this edition of InvestorView, we discuss what we are watching in the markets and economy as we enter 2019, provide an update on market conditions and our portfolio, look at investing for endowments and foundations and examine creditor ...

In the feature article of this issue of InvestorView, Chief Investment Strategist Scott Clemons looks at what to watch in the markets and economy in 2019.

Chief Investment Officer Suzanne Brenner and Senior Investment Analyst Tom Martin provide a market update as well as an overview of our current portfolio positioning and priorities and anticipated short- or medium-term changes.

We discuss factors that come into play when investing for endowments and foundations.

Senior Wealth Planner Kerri Mast discusses developments regarding the extent to which trusts are protected from creditors in the event of divorce.

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 ...

Chief Investment Strategist Scott Clemons provides a preview of the feature article in our first quarter issue of InvestorView, which looks at what the markets and economy have in store for 2019.

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.”

After featuring Claire Shipman in the inaugural issue of Women & Wealth Magazine, we had the pleasure of sitting down with her once again – this time to talk about raising confident girls. When we spoke three years ago, Shipman had just published ...

Our “By the Numbers” infographic explores the patterns behind booming charitable giving and the impact of parental giving on the next generation.

Dr. Patti Fletcher, author of best-selling book “Disrupters: Success Strategies from Women Who Break the Mold,” shares her philosophy on how women can “open the door” for themselves and others to create an environment where all talent can thrive ...

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 ...

Elizabeth Hare and Laura Salibello provide tips for how to join a nonprofit board.

In “Five Questions,” Sally Brown, a descendant of BBH’s founder Alexander Brown, celebrates the 130th anniversary of her great-grandmother Mary Elizabeth Adams Brown’s first gift of musical instruments to the Metropolitan Museum of Art, with ...

Ambiguity still exists around the tax deduction limitations for RICs under The Tax Cuts and Jobs Act of 2017 (TCJA)

BBH Chief Investment Strategist Scott Clemons spoke with Yahoo Finance about what he is watching in the markets and potential sources of inflationary pressure as we near 2019.

In this edition of InvestorView, we look at our tradition of innovation to best serve clients, provide an update on current market conditions and our portfolio, discuss emerging markets investing and look at death-bed tax planning.

In the feature article of this issue of InvestorView, Chief Investment Strategist Scott Clemons looks at how we have helped our Private Banking clients navigate through the uncertainties presented by market cycles and economic changes over time.

Chief Investment Strategist Scott Clemons and Chief Investment Officer Suzanne Brenner review the markets and provide an update on our current portfolio positioning and priorities, as well as answer key questions on our clients’ minds.

We sit down with Rajiv Jain – founder, chairman, chief investment officer and portfolio manager at GQG Partners – to discuss his investing background and approach, the role of emerging markets equities in an investment portfolio and where he sees ...

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.

BBH Chief Investment Strategist Scott Clemons spoke with CNBC’s “Power Lunch” about the market volatility in October. He notes that this is a normal development in markets and a buying opportunity for investors.

Chief Investment Strategist Scott Clemons provides a preview of the feature article in our fourth quarter issue of InvestorView, which looks at the way in which we have helped our Private Banking clients navigate through the uncertainties ...

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.

BBH Chief Investment Strategist Scott Clemons comments on the recent market sell-off, pointing to internal market dynamics as the cause. During market disruptions such as this, he stresses the importance of differentiating between price and value.

BBH Chief Investment Strategist Scott Clemons spoke with CNBC’s “Street Signs” about the threat posed by an environment of monetary tightening and rising trade tensions. He notes the importance of taking extra caution and prudence in a market ...

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 the feature article of this issue of Women & Wealth Magazine, we sit down with Lisa Borders, the former president of the WNBA, to discuss her efforts to raise awareness of the athleticism, action and excitement on display at a WNBA game.