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 the guiding principles that we believe help families create life-affirming, enduring, effective wealth plans. For a preview of the article, watch this video. Kerri Mast, a BBH senior wealth planner, covers a related topic: how families can use philanthropy to create a platform for teaching the next generation about family values.
Also in this issue, we take a deep dive into what we mean when we talk about “quality” investing. As always, we review the markets and provide an update on our current portfolio positioning and priorities. Finally, 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.
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