In this edition of The Fresh Take, we look to provide some helpful information to guide you in affording, protecting, and investing in your first or even tenth piece of real estate.
Buying your first home can be an exciting, but overwhelming, journey. Senior Relationship Associate Sean Kennedy and Associate Maddy Pellow cover the essentials of what to know before you buy.
In this Next Gen Spotlight, Relationship Manager Myles Christian sits down with J.B. Andreassi, co-principal of Andreassi Development, rising real estate star, and reality TV personality, to discuss his journey from real estate to TV, working for the family business, and how he balances it all.
Senior Wealth Planner Stacia Kroetz and Senior Relationship Associate Max Kesner address a common question we see clients wrestle with: Should I buy a house with my trust or other assets?
In this issue of Owner to Owner, we look at the business environment so far in 2024, explore how to cultivate innovation and motivation in family and privately-owned businesses, discuss the benefits of creating a family constitution, and give an update on the Corporate Transparency Act.
Michael Conti, Jeff Miller, Neriah Ray-Saunders, Jack Goryl 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.
Keeping innovation and entrepreneurship front of mind is key to both maintaining and growing the family business as it moves into the future and, eventually, into a new generation’s hands. Executive Director of the BBH Center for Family Business Ben Persofsky discusses how business owners can shift their mindset toward innovation in order to sustain entrepreneurship for generations.
Senior Wealth Planners Karin Prangley and Anne Warren cover an important topic for private business owners: creating a family constitution to enable seamless business and wealth transitions.
President of the BBH Delaware Trust Company Beth King covers the essentials of the 2024 Corporate Transparency Act: what it is, who it affects, and how to take action.
In this issue of InvestorView, we discuss how to invest with an owner mindset, the positive outlook for bonds in 2024, and explore the benefits of freezing a GRAT in the current market environment. We also review the state of the markets and economy as we head into the new year.
In the feature article of this issue of InvestorView, BBH Partner and Chief Investment Strategist Scott Clemons considers three main lessons at the intersection of business ownership and portfolio management.
Justin Reed, BBH Partner and Chief Investment Officer, and Greg Steier, Head of Tax-Exempt Fixed Income, examine recent shifts in the fixed income environment, and why they might mean a more positive outlook for bonds in the new year.
BBH Partners and Chief Investment Officer Justin Reed and Chief Investment Strategist Scott Clemons recently discussed the current economic environment and outlook for the future. Here, we review key takeaways from the conversation.
The formula is simple: As we grow and mature, we turn our human capital into financial capital. BBH Chief Investment Strategist Scott Clemons and Relationship Manager Laura Salibello pull apart how we can turn that formula into a way to plan for the future – and the unexpected – using a personal balance sheet.
In this Next Gen Spotlight, Relationship Manager Mack Dowling sits down with Gaurav Sharma, founder and CEO of Capitalize, to discuss career lessons and the importance of remaining focused on your mission.
Relationship Associate Elise Johnston provides strategies for making the most of your income and getting on the path toward achieving long-term financial growth, stability, and success.
In this issue of Women & Wealth Magazine, we provide strategies for overcoming one of the key issues business owners voiced in our inaugural Private Business Owner Survey: how to communicate their estate plans with their family. In addition, we dive deeper into the statistics behind business owners’ approach to risk-taking. Even for the most experienced business leaders, change management can be complex. Learn new strategies to make lasting impacts in your organization. Finally, learn why being confident – despite discomfort – is so important.
Our 2023 Private Business Owner Survey revealed that nearly all business owners have an estate plan, but almost none of them have discussed it with their families. In this issue’s feature article, Adrienne Penta, the executive director of the BBH Center for Women & Wealth, explores five common communication obstacles and how to navigate them.
In this issue’s “By the Numbers” infographic, we take a closer look at the statistics from our 2023 Private Business Owner Survey, particularly around estate and succession planning communication hurdles and how different genders view risk-taking in business.
BBH Senior Wealth Planner Ross Bruch explores some of the psychological barriers to effective communication and provides five strategies for overcoming them to successfully plan for the future.
We sit down with BBH Senior Advisor Dr. Lynn Kelley to learn more about the key lessons from her new book, “Change Questions: A Playbook for Effective and Lasting Organizational Change,” and the importance of experimentation and failure in change management.
In “Five Questions,” we speak with Lydia Fenet, founder of the Lydia Fenet Agency and author of “Claim Your Confidence,” about how to unlock your confidence and the importance of being comfortable with discomfort.
In this issue of Owner to Owner, we explore strategies for successful communication in a private business, examine factors that come into consideration when debating whether now is time to sell the family business, and review key findings from our inaugural Private Business Owner Survey.
Michael Conti, 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.
Executive Director of the BBH Center for Family Business Ben Persofsky discusses four strategies for improving communication in a private or family-owned business.
John Secor, Kyle Gordon, and Carson Christus from our Corporate Advisory team discuss family and business factors that come into consideration when debating whether now is the time to sell the family business.
Co-Chief Investment Officer Suzanne Brenner explores how the various aspects of our asset allocation, portfolio construction, risk management, and manager selection processes work together to create value for clients.
A leader’s openness to exploring a future for themselves represents a crucial turning point in beginning the transition journey. We lay out several steps owners can take to begin on the path of a successful business transition.
Emotions are high this election season. BBH Senior Advisor Ellen Perry provides suggestions for communicating with family and fostering togetherness during this intense period.
Selecting a private wealth management firm requires one to answer a multitude of questions before making a final decision. In this commentary, Jacob Turner discusses the 10 most critical considerations high-net-worth individuals must make when hiring a private wealth manager.
We outline key year-end opportunities as they relate to gifting, income tax planning, retirement planning, and planning in a high interest rate environment, as well as provide a year-end checklist based on your goals.
Relationship Manager Elizabeth Madden reviews some of the benefits included in employee health insurance plans that go beyond your typical retirement and insurance elections.
In our fall Next Gen Spotlight, BBH Relationship Manager Scott Hooper speaks with DaQuan Jones of the Buffalo Bills about physical and mental wellness and how he manages both as a defensive lineman in the NFL.
Relationship Associate Brooke Royer and Associate Maddy Pellow explore five ways you can increase your productivity, prevent burnout, and promote wellness at work.
Relationship Associate Scott Danforth takes a closer look at the skill sets student athletes bring with them to the workforce and how playing a college sport may translate to success in post-graduate careers.
Senior Relationship Associates Sean Kennedy and Lucy Townend discuss the key differences between HSA and FSA plans so you can best plan for the future.
Relationship Manager Laura Salibello and Analyst Maddy Pellow define the basic principles of investing and share how parents can incorporate them into preliminary conversations when teaching kids about investing.
BBH Partner Kathryn George, Head of the Center for Family Business Ben Persofsky, and Senior Wealth Planner Ali Hutchinson explore the various roles of a family business’s board of directors in succession planning.
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.”
John Secor and Kyle Gordon discuss a key issue faced by family businesses: the difficulty of managing capital and liquidity demands. They zero in on a critical factor of finding the right balance – patient capital – and provide advice on how family businesses can achieve this important objective.
In this issue of Owner to Owner, we speak with Murray Nossel, co-founder of Narativ, on the value of creating a legacy story, review the potential effects of the Inflation Reduction Act on private business owners, and outline how to establish a dividend policy for the family business.
Michael Conti, Jeff Miller, Neriah Ray-Saunders, 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 this issue’s feature interview, we speak with Narativ Co-Founder Murray Nossel about his passion for storytelling, why it’s so important that people – especially business owners – record their stories, and how they can negotiate their legacies.
Lewis Hart, our head of corporate banking, reviews the potential effects of the Inflation Reduction Act tax credits and more on private business owners.
John Secor, Kyle Gordon, and Carson Christus of our Corporate Advisory team outline five options for family business owners that are committed to formalizing a dividend policy.
In this issue of Women & Wealth Magazine, we speak with a group of women driving change in the healthcare space, explore the complexity of teaching the value of digital currency to children, provide three strategies for maximizing time, and learn more about the current state of motherhood in the U.S.
In the feature article of this issue of Women & Wealth Magazine, we sit down with three innovators in women’s health – Dr. Connie Lehman of Clairity; Heather Monroe, LCSW, of Monroe Wellness; and Dr. Katherine Saunders of Intellihealth – to discuss how they are working to change paradigms in their areas of expertise, why preventative medicine is so important, and how the industry is shifting toward more personalized methods of treatment.
In Five Questions, we sit down with Jill Koziol, co-founder and CEO of Motherly, to discuss why she started the platform, the results of Motherly’s latest annual State of Motherhood survey, and where she sees the company and herself in the next five years.
BBH Private Banking Co-Chief Investment Officers Suzanne Brenner and Justin Reed examine generative AI and our portfolios’ exposure to this rapidly developing technology.
In the feature article of this issue of InvestorView, BBH Co-Chief Investment Officer Justin Reed and Head of Investment Research Ilene Spitzer cover the “10 Ps” that are core to our manager selection process.
BBH Partners and Co-Chief Investment Officers Suzanne Brenner and Justin Reed and Chief Investment Strategist Scott Clemons recently discussed the current economic environment, market volatility, and positioning for the future. Here, we review key takeaways from the conversation.
In this issue of InvestorView, we cover our “10 Ps” of investment manager evaluation, review the current state of the markets, discuss our approach to investing in private markets, examine the rise of generative AI, and look at results from our 2023 Private Business Owner Survey.
BBH Principal Adrienne Penta looks at insights gathered from our inaugural Private Business Owner Survey, focusing in on the attitudes of private business owners toward economic uncertainty and investing.
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.
Senior Relationship Associates Amy Orser and Holly Rule look at several tax-efficient strategies for parents looking to pass wealth to children: 2503(c) trusts, trusts with Crummey withdrawal rights, UGMA/UTMA accounts, and 529 education savings plans.
In our Summer Next Gen Spotlight, Senior Relationship Associate Hailey Hoyos sits down with Jill Koziol, co-founder and CEO of Motherly, to discuss why she started the platform, how she navigates growth, and where she sees the company and herself in the next five years.
Relationship Associate Lucy Townend discusses the risks and challenges involved with the decision to leave the workforce and the steps you can take to make the decision a positive one for the entire family.
Head of Philanthropic Advisory Kerri Mast discusses a common dilemma among philanthropically inclined individuals: the decision to set up a private foundation vs. a donor-advised fund.
We speak with Kevin Duncan, the BBH Trust Company’s director and head of estate administration, about the role estate administration plays in helping families thrive for generations and why a corporate executor may be the best option in certain situations.
Investing in private markets is an important component of many client portfolios. We provide advice on how to construct a prudently sized private markets portfolio with adequate diversification.
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.
BBH presents its 2023 Private Business Owner Survey, which was conducted to see how owners are addressing current economic conditions, future succession planning, and family communication dynamics. Read the results.
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.
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.
The tax benefits for investing in or founding certain startup businesses can be incredible. Not all investors or founders can take advantage of these benefits, but for those who can, millions of dollars of tax can be saved – and with proper planning, potentially even more.
BBH Private Banking Co-Chief Investment Officers Suzanne Brenner and Justin Reed review the markets and provide an update on our current portfolio positioning and priorities.
In this issue of Women & Wealth Magazine, we feature a group of inspiring women business owners and leaders to watch in 2023 and look at the next generation of women business owners, estate planning for blended families, and time affluence.
In this issue’s feature article, we highlight an inspiring group of women business owners and leaders and share their insights as they anticipate the opportunities and challenges of 2023.
In this issue’s infographic, we look at the state of women business owners and the next generation of women entrepreneurs – why they are starting businesses and how they are doing.
BBH Wealth Planner Michael Shapiro provides a primer on estate planning for blended families and considerations for couples who are remarrying to create blended families.
BBH Senior Wealth Planner Ross Bruch explores “time affluence” – a term that refers to the idea that, like money, time can be saved, spent, and wasted. He addresses wealth’s impact on time affluence, how to cultivate it, and how to avoid “time poverty,” which can lead to a lack of mindfulness and cognitive overload.
In “Five Questions,” we speak with Christina Pardy, founder of Sh*t That I Knit, about what led her to start the company, what it takes to be competitive in the sustainable clothing space, and how she navigates challenges.
Alison Hutchinson and Melineh Ounanian discuss the fundamentals an individual must follow in order to be a good trustee when the trust owns business interests.
BBH Wealth Planner Peter Moshang discusses the permanent extension of the IRA charitable rollover, focusing on the benefits it provides philanthropic individuals in their charitable gift planning.
Co-Chief Investment Officer Justin Reed discusses market timing. He explores its allure and pitfalls, stressing our belief that the adoption of a value-oriented, bottom-up investment approach, along with a long-term investment horizon and prudent rebalancing plan, is a far more compelling investment strategy.
Drew Lichter, vice president of corporate strategy and development at Mobius Risk Group, discusses the advantages of using financial instruments and market strategies to hedge against commodity price risk.
In this issue of Owner to Owner, we speak with the CEO of Red River Foods about owning the supply chain, assess pathways to joining (or not joining) the family business, and look at research on how wealth might influence happiness.
Michael Conti, Neriah Ray-Saunders, 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 speak with Dan Phipps, CEO of Red River Foods, about how the company has approached global expansion, what it takes to ensure the highest-quality products, and where he feels the most excitement in the food industry.
We sit down with Adriano Barilla of Barilla Pasta and Brandon Farmer of CSC Sugar for a look at the process of joining (or not joining) the family business through the lens of the next generation.
Prenups are often portrayed in a negative light, but when approached the right way, they can be a practical way to make things a lot easier down the road, if a relationship doesn’t work out. Here’s what to know.
You’ve decided to join together in holy matrimony, but does that include joining your finances? BBH’s Next Gen newsletter The Fresh Take takes a closer look.
In our spring Next Gen Spotlight, Caroline Flores sits down with Allie Doppelt of Michael Doppelt Diamond Company to talk about leaving a corporate job to join the family business, and why buying a diamond is more like building a long-term relationship than just purchasing jewelry.
Adrienne Penta, the executive director of the Center for Women & Wealth, explores 10 important strategies for raising children to be responsible stewards of wealth. It is never too late to start!
Travis Dunn provides an overview of family business governance, including its definition and purpose, benefits, resource commitment, and steps to begin implementation.
BBH Managing Director Lewis Hart shares a three-pronged strategy for effectively managing your business’s liquidity during times of volatility and uncertainty.
Adrienne Penta, executive director of the Center for Women & Wealth, and Ben Persofsky, executive director of the Center for Family Business, sit down to explore their insights on how family businesses can be inclusive in developing future leaders.
In this issue of InvestorView, we discuss our outlook for the markets and economy in 2023, explore how to guide trustees to ensure that trust distributions are rooted in purpose, and look at how to manage cognitive bias.
In the feature article of this issue of InvestorView, BBH Chief Investment Strategist Scott Clemons covers our outlook for the markets and economy in 2023. He considers the state of play as we embark on the 23rd year of this century and discusses what we’re watching as the year progresses.
Adrienne Penta, executive director of the BBH Center for Women & Wealth, and Nicole Jackson Leslie, senior wealth planner, explore how a donor can guide a trustee, even after a trust has been created, to help ensure the trust is used to support and perpetuate a family’s core values for generations to come.
BBH Private Banking Chief Investment Officer Suzanne Brenner and Deputy Chief Investment Officer Justin Reed review the markets and provide an update on our current portfolio positioning and priorities.
BBH Senior 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 your family on the path to success.
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 trusts that are already in place.
Many have questions about the financial and tax ramifications of the decision to get married. We discuss the potential benefits and drawbacks to a legal marriage from that perspective.
How can we continue to foster family togetherness in the year? Ali Hutchinson and Laura Salibello share five resolutions to help your family stay connected this year.
Do you want to be more philanthropic but have no idea where to begin? Getting started with philanthropy can be daunting at first, but adding structure to your approach can help you feel less overwhelmed and allow you to create a roadmap.
In our winter Next Gen Spotlight, Mackenzie Dowling sits down with Christina Pardy, founder and CEO of Sh*t That I Knit, to talk about turning your side hustle into a full-time job and giving back to others all at the same time.
Private Client Associate Mary Burton is part of our Next Generation Experience team in Charlotte, North Carolina. Here, she discusses her experience in making philanthropy part of her life and shares insights from other BBHers about how they do the same.
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.
We discuss the ways in which the worlds of investing and philanthropy are becoming more integrated and the importance of cross-generational conversations around this topic. Article written by Kaitlin Barbour.
We sit down with Jeff Schoenfeld to discuss his experiences as a BBH Partner, why seeking out LGBTQ-knowledgeable investment advisors and wealth planners may be useful for LGBTQ individuals, some of the financial and wealth planning obstacles that remain for LGBTQ individuals, and more.
In this issue of Owner to Owner, we speak with the team behind Peay Vineyards, share a strategy for managing your business’s liquidity during times of uncertainty, and look at fostering resilience in the workplace.
Michael Conti, Neriah Ray-Saunders, and Christine Hourihan provide an overview of the economy, credit markets, and private equity and mergers and acquisitions markets.
In the feature article of this issue of Owner to Owner, we sit down with the team behind Peay Vineyards – Vanessa Wong, Nick Peay, and Andy Peay – to discuss what drove their interest in wine, how they approach winegrowing and winemaking, and how they differentiate themselves in a competitive industry.
BBH Senior Wealth Planner Ross Bruch explores the two ways businesses and other organizations can create a resilient staff: growing resilience within an organization’s existing workforce and hiring candidates that demonstrate resilient character traits.
Head of Philanthropic Advisory Kerri Mast examines four reasons why people give to charity other than tax benefits – which research has shown are typically not the primary driver of charitable giving.
Relationship Manager Laura Salibello discusses how breaking down a pay statement into six simple steps can help parents explain taxes to their children.
BBH Private Banking Chief Investment Officer Suzanne Brenner and Deputy Chief Investment Officer Justin Reed review the markets and provide an update on our current portfolio positioning and priorities.
In this issue of Women & Wealth Magazine, we explore how to develop leaders in family businesses, examine how to make hybrid work successful for everyone and look at how we can foster motivation in those we love.
Adrienne Penta, executive director of the Center for Women & Wealth, and Ben Persofsky, executive director of the Center for Family Business, share insights gleaned from recent BBH research on how family businesses can be inclusive in developing future leaders.
In this issue’s “By the Numbers,” we look at the significant impact of family-owned businesses in the world and their communities, as well as how they are measuring up on diversity and inclusion.
Brigid Schulte, best-selling author and director at the Better Life Lab at New America, shares a data-driven toolkit for managers and leaders as we all navigate an uncharted new era of work.
Senior Wealth Planner Ross Bruch discusses the many different types of motivation and what role “flow” plays in keeping us interested and engaged in life.
In “Five Questions,” we speak with Meghan Juday, chairman of IDEAL Industries, about leading the board as a fourth-generation family member, how she hopes to help other women succeed in similar roles and what she sees as the most important leadership quality.
As our Next Gen clients think about their future, they often ask about the importance of earning a distinction beyond their undergrad degree with a CFA, CFP, or MBA. So how do you know which path is right for you? We sat down with two BBHers to discuss the qualifications they pursued after college and how each affected their career.
In our fall Next Gen Spotlight, Mackenzie Dowling sits down with Michael Russell Jr. to talk about growing up in a family business and forging your own path.
In this issue of Owner to Owner, we look at considerations when transferring private business shares to the next generation, discuss what business owners should be thinking about in this inflationary economy, examine QSBS elections and provide an overview of industrial revenue bonds.
Ali Hutchinson, a BBH senior wealth planner, and Ben Persofsky, the executive director of the BBH Center for Family Business, discuss the different methods for transferring shares in a private business to the next generation and cover the implications families need to consider from both a corporate and tax angle.
Head of Corporate Advisory John Secor looks at challenges business owners are facing in this inflationary economy and discusses how they can navigate this uncertainty.
John Wert of our Corporate Advisory & Banking team discusses industrial revenue bonds, a creative tool in the marketplace available to U.S. manufacturing companies for domestic capital expenditures.
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 this issue of Women & Wealth Magazine, we focus in on the value of communication as it relates to a range of subjects. We look at the criticality of intergenerational communication around wealth values, cover skills to teach our girls so they can thrive, discuss how to support a grieving friend and share guidance around how we can prepare ourselves to live in a world with more frequent disasters.
Adrienne Penta, executive director of the BBH Center for Women & Wealth, re-examines the criticality of intergenerational communication around wealth values. She discusses three steps for families to use in articulating, living and communicating their essential values.
BBH Senior Advisor Ellen Perry provides lessons learned from the recent illness and death of her husband on how to show up and support friends who are grieving.
In “Five Questions,” Juliette Kayyem, national security expert and author, shares guidance on how we can better prepare ourselves to live in a world with more frequent disasters.
InvestorView looks at investing through market volatility, blockchain and the cryptoasset ecosystem, the increasing integration of investing and philanthropy and private air travel options and considerations.
In the feature article of this issue of InvestorView, BBH Chief Investment Strategist Scott Clemons looks at investing in a perpetual state of uncertainty. He looks at the implications for asset allocation and investment implementation and in the end reminds us that price volatility is the friend of the patient and disciplined investor.
We speak with Chief Investment Officer Suzanne Brenner and Deputy Chief Investment Officer Justin Reed to get a closer look at blockchain and the cryptoasset ecosystem.
In this video, BBH Chief Investment Strategist Scott Clemons discusses current market dynamics, explains how to calculate your organization’s unique spending rate, and provides tangible solutions to organizations grappling with these issues.
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 Ali Hutchinson and Stacia Kroetz look at spousal lifetime trusts – an estate planning strategy that may be the right fit for individuals who wish to transfer assets to others during life, but who also want to maintain access to the funds.
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 SIMPLE IRA, the Solo 401(k) and the SEP IRA.
BBH Chief Investment Strategist Scott Clemons discusses recent market volatility and examines the driving forces behind the current environment. In such markets, he reminds us, patience and discipline are essential.
In this issue of Women & Wealth Magazine, we speak with a nationally recognized healthcare and business leader, feature 22 women to watch in 2022 and look at trends in philanthropy, including shifts in how women give and international philanthropy.
In the feature article of this issue of Women & Wealth Magazine, we speak with PK Scheerle, R.N., former CEO of GIFTED Healthcare and CEO of NursesEverywhere, about the lessons learned on her path to entrepreneurship, her career-long advocacy of nurses and her latest venture focused on helping to educate the public about their rights to access nursing care.
In this issue’s “By the Numbers,” we highlight the research of the Women’s Philanthropy Institute at the Indiana University Lilly School of Philanthropy and trends in women’s philanthropy, including women’s influence on household giving, the growing popularity of giving circles and the increase in giving to women and girls.
Senior Wealth Planner and Director of Philanthropic Advisory Kerri Mast explores options for philanthropists wishing to support charities around the world.
In “Five Questions,” we speak with Janine Zozaya of Amigos de Jesús (ADJ) about her work with the organization, current challenges and opportunities ADJ is facing and how philanthropists can think about making an impact.
During a crisis, effective communication is critical for business leaders. We provide our top 10 tips for communicating with key stakeholders during a crisis.
BBH Chief Investment Officer Suzanne Brenner and Deputy Chief Investment Officer Justin Reed review the markets and provide an update on our current portfolio positioning and priorities.
A comprehensive tax plan considers not only federal gift, estate, and generation-skipping transfer tax, but also state and local income tax and transfer tax rules. Here, BBH Wealth Planner Michael Shapiro breaks down a common scenario of moving from New York to Florida.
To say choosing a legal guardian is an important decision in an understatement. Here, BBH's Lindsay Hodgkins outlines some factors you might wish to consider.
In this issue of Women & Wealth Magazine, we explore leadership, mentoring and life lessons from a wide range of perspectives. Whether you’re a parent hoping to raise children to be responsible with wealth, an executive leading a diverse team, a young person starting out or an engaged philanthropist learning from the past, we believe you’ll find important and helpful insight in this issue.
In this issue’s “By the Numbers,” we explore the continued increase in women’s control of wealth globally including the social and economic trends that are contributing to these numbers.
Adrienne Penta, Executive Director of the Center for Women & Wealth, sat down with Suzanne Brenner, BBH Partner and Chief Investment Officer, and Justin Reed, Deputy Chief Investment Officer, for a candid and insightful conversation on creating a diverse team with an inclusive culture. They explore how and why that may lead to better outcomes for our clients.
Wealth Planning Associate Lindsay Hodgkins outlines considerations and steps young adults could consider in order to begin the estate planning process.
Senior Wealth Planner and Director of Philanthropic Advisory Kerri Mast recently spoke with Dr. Tyrone McKinley Freeman about his research on Madame C.J. Walker, America’s first self-made woman millionaire. They explore her approach to charitable giving, activism, social service provisions and how we might better foster equity and inclusion in grantmaking.
In Five Questions, we speak with JoAnn Hanson, President of the Church Investment Group, about the organization’s interest in sustainable investing as well as her lessons for young people.
In the feature article of this issue of InvestorView, BBH Chief Investment Strategist Scott Clemons discusses the threat of inflation as we emerge from the COVID-19 pandemic.
This issue of Women & Wealth Magazine focuses on sustainability – both personal and global. We speak with the co-founders of Sakara Life about building a successful plant-based meal delivery business, explore how to build and maintain personal resilience, and share insights on engaging the next generation in philanthropy.
We speak with Danielle Duboise and Whitney Tingle, co-founders and co-CEOs of Sakara Life, who started the company with $700. Now, Sakara Life has delivered millions of organic plant-based meals nationwide, enabling customers to transform their lives through the power of food as medicine.
Struggling is not bad! We recently spoke with Karen Reivich, Ph.D., who talks about the how and why of regularly flexing and exercising your resilience skills, particularly during challenging times.
BBH Partner Kathryn George and Senior Wealth Planner and Director of Philanthropic Advisory Kerri Mast discuss how to best approach engaging the next generation in family giving – and some strategies for when it doesn’t go as you expected.
Growth, liquidity and control are all interests core to private business owners, but they don’t always align. In the feature article of this issue, we speak with Rob Lachenauer, Managing Partner of BanyanGlobal, and Ben Persofsky, Executive Director of the BBH Center for Family Business, about the complications that arise around these strategic decisions when there are multiple owners with different priorities and how private business owners can best manage these competing interests.
We sit down with Victoria Mars, former chairman and first corporate ombudsman of Mars, to discuss running a successful family business for 110 years, engaging family members after five generations and leveraging values and principles to maintain focus.
We examine the story of Madam C.J. Walker, America’s first female self-made millionaire and a Black woman, which offers some useful lessons for the intersection of business, personal values and philanthropy.
In our feature article, we speak with Chime Solutions Co-Founder and COO Shelly Wilson about the company’s mission and vision, the impact the business is having in the communities in which it operates and what’s next following tremendous momentum over the past year.
In our “By the Numbers” infographic, we look at sustainability and social responsibility, examining the benefits of investing time and resources into these areas, as well as rising demand and trends.
In this issue of Women & Wealth Magazine, we focus on women who are having an impact through the communities in which they work, the businesses they operate and the philanthropic endeavors they pursue.
These inspiring women have demonstrated their power as models of female leadership and innovative entrepreneurs and are having outsized impact in their fields.
In “Five Questions,” we speak with Dr. Joanne Santomauro, founder and CEO of Ancillare, about the work her company has been doing throughout the COVID-19 pandemic, leadership during crisis and what the business is doing to support advancements in women’s healthcare and pharmaceuticals.
In the feature article of this issue, BBH Chief Investment Strategist Scott Clemons reflects on the economy and markets since the onset of COVID-19 and looks ahead at what is to come as the light at the end of the tunnel grows brighter.
In this issue of Women & Wealth Magazine, we kick off the new year with a focus on wellness, which is particularly important in the time of COVID-19 and all of its many implications for our daily lives.
We speak with Victoria Mars, the former chairman of Mars, about her career in the family business, how we can better navigate our personal and professional lives (hint: it’s all about life stages), and Mars’ focus on sustainability.
Dr. Jeffrey Borenstein, president and CEO of the Brain & Behavior Research Foundation, describes the troubling trends in mental health in the wake of COVID-19 and provides a roadmap for thinking about productive coping mechanisms and how to support loved ones.
In our “By the Numbers” infographic, we look at mental health and wellness in the time of COVID-19, examining the impact of 2020 on our collective mental well-being, as well as some signs that there is hope on the horizon.
In “Five Questions,” we speak with BBH Partner Maroa Velez about her career, lessons learned throughout the journey and the importance of fostering an inclusive workplace.
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.
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 limits and which are prohibited altogether.
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 “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 the pandemic.
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 later and the difference between writing for TV and writing a novel.
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 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.
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 life after COVID-19 may look like.
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 exploit those advantages to uncover investment opportunities.
Here, we discuss decision-making about social interactions during COVID-19 as restrictions are loosened and individuals have very clear differences in personal risk tolerances.
In the feature article of this issue of Owner to Owner, Jon Rennert, CEO of ZOLL Medical, shares how ZOLL was able to quickly ramp up ventilator production to help fight COVID-19, what the future of the office may look like and leadership through crisis.
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.
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.
Senior Wealth Planner Kerri Mast discusses the shifting landscape of philanthropy and impact, including the rise of international giving and impact investing.
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.
During this time of need, many people are looking to make an impact with charitable giving. Wealth Planner Nicole Jackson Leslie shares how you can vet your chosen charity.
Wealth Planner Nicole Jackson Leslie walks through charitable opportunities during this time of crisis, touching on what to give, how to give and tax considerations.
Chief Investment Strategist Scott Clemons shares why maintaining a disciplined investment approach can help overcome the behavioral biases that a crisis often brings.
John Secor and Carson Christus of BBH’s Corporate Advisory Group provide advice to managers looking to increase productivity, communicate effectively and enhance corporate culture in the new work-from-home culture.
As families continue to adjust to the new normal during the COVID-19 pandemic, BBH Senior Wealth Planner Alison Hutchinson and Relationship Manager Laura Salibello share how to effectively communicate with children during this uncertain time.
BBH Senior Wealth Planners Alison Hutchinson and Brett Sovine and Wealth Planning Associate Lindsay Hodgkins share how you can provide financial support for family members in this time of crisis without unnecessary tax and complexity.
In the feature article of this issue of Owner to Owner, we sit down with Tyler Morse, founder and CEO of MCR Hotels, and his wife and creative partner, Rebecca Morse, to discuss developing the TWA Hotel, scaling the business and working with your spouse.
Travis Dunn discusses creating governance structures in family businesses with first and second generation ownership and why even companies with relatively few shareholders can benefit from doing so.
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 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 generation in her giving.
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.
In the feature article of this issue of InvestorView, BBH Chief Investment Strategist Scott Clemons examines the evolving role of international trade in the U.S. economy, the current state of disputes with China, what risks this conflict poses and how it might be resolved.
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, legacy and the role of women in racing.
We speak with Christine Atkins and Jackie Kutzer, the women leading the 50/50 On the Water initiative at Orvis, to learn more about the initiative, which aims to introduce more women to the sport of fly fishing and to create gender equity on the water.
On June 5, 2019, Babson College’s Center for Women’s Entrepreneurial Leadership convened more than 250 investors, accelerators, policymakers, researchers, founders and other disrupters dedicated to changing the landscape of financing women entrepreneurs. We report on some key takeaways from the day.
We look at what it takes to get on a board, based on insights shared at a panel during the Harvard T.H. Chan School of Public Health’s “Women on Boards: Getting on and Adding Value” program.
In “Five Questions,” Lorrie Gordon, BBH Partner, Investor Services, discusses the need for business leaders to be more fluent with technology, why the BBH Women’s Network is important to her and how BBH has changed during her tenure spanning the last quarter century.
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 common qualities he has seen in the best leaders.
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 two decades.
We sit 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.
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.
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 essential and how the business is raising the next generation of family business leaders to be successful.
Women & Wealth Magazine features 19 women to watch. These inspiring women have demonstrated their power as models of female leadership and innovative entrepreneurs.
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 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.
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 lives of those we touch.”
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 family business and their approach to handling communication.
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 insight into how she amassed the more than 3,600-piece collection.
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 “The Confidence Code.” Now her focus has turned to girls, and she provided us the highlights of her latest release, “The Confidence Code for Girls.”
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 in an increasingly diverse workforce.
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 findings on the “generosity gene” and how to create a strong foundation for the continuity of family giving.
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 organic farming is one of his post-Belk ventures.
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.
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 today’s opportunities.
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 wine forgery and tips for people looking to build a collection.
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.
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. Borders also talks about what she learned having worked in the public, private and nonprofit sectors.
Mara Gubuan, founder of Equality League, and Minky Worden, director of global initiatives at Human Rights Watch, speak with us about the organization’s focus on advancing women’s rights by eliminating institutional and cultural barriers to sports.
Our “By the Numbers” infographic looks at the role of sports in supporting the physical and emotional well-being of girls and highlights the impact team sports can have on helping young women grow into powerful leaders.
As screen time becomes the norm, “play” is shifting from outdoor games and sports to sedentary simulations. Kathleen Tullie, the founder and executive director of BOKS and senior director of social responsibility of Reebok International, speaks with us about her work to help children be more active.
In “Five Questions,” BBH Relationship Manager Allie Flood discusses how her involvement in golf has shaped her leadership abilities, lessons learned from playing the sport and the role of team in the game.
In our feature article, we sit down with Judy Smith, the founder of Smith & Company and the inspiration for the ABC television show “Scandal,” to discuss her perspectives on the importance of honest advice in the face of crisis, the role preparation plays in a company’s ability to control the narrative, the freedom of running her own business and her vision for the future of Smith & Company.
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.
In “Five Questions,” Krista Tippett, the creator and host of the public radio program and podcast “On Being,” tells us about her time as a foreign correspondent and aide to the U.S. ambassador in Berlin and discusses what she hopes her listeners take away from her podcast.
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 seeking to maintain control of the company during a capital event.
In the feature article of this issue of Owner to Owner, we sit down with father-daughter duo John and Sue Leone of Bonney Forge to discuss how the company evolved into a family business, what it is like to work with family members and how they have approached succession planning.
We speak with Ellen Perry, a Senior Advisor to BBH, to discuss the complexities around decision-making in a family business, how families can overcome decision blockers and the tools families can use to foster better decision-making.
In the feature article of this issue of InvestorView, Chief Investment Strategist Scott Clemons examines the opportunities and risks that cryptocurrencies pose by exploring bitcoin and the blockchain technology on which cryptocurrencies rely.
We examine the distinction between time- and capital-weighted returns, looking at them through two separate lenses: capacity as well as conviction and timing.
In the feature article of this issue of Owner to Owner, we sit down with Travis Boersma, the founder and CEO of Dutch Bros Coffee, to discuss growing and scaling the business, the importance of people, values and culture and why he’s in the relationship business, not the coffee business.
As BBH kicks off its bicentennial anniversary, we speak with Managing Partner Bill Tyree about critical turning points at the firm, the company’s culture and values and the importance of speaking up.
In our feature article, we speak with Julie Wainwright, the founder and CEO of The RealReal, to discuss how she is transforming luxury resale with her online marketplace. She has raised an astounding $173 million in capital for The RealReal, and her vision for the future focuses on extending the life of luxury goods and creating a “circular economy.”
How can you start a conversation with your young adult child about her goals and what she may envision for her future? BBH Relationship Manager Laura Salibello discusses creating a balance sheet to engage young adult children in a conversation about current and future spending needs and goals.
Women & Wealth Magazine features 18 women to watch in 2018. These incredible women are challenging the status quo, reshaping industries and changing how we live our daily lives.
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 emerging adult children to be financially responsible adults.
In “Five Questions,” Diane Hessan, chairman of C Space, shares the skills that have helped her navigate new industries from technology to marketing to entrepreneurship.
What does it take to succeed as a woman in technology? Duy-Loan Le, the first woman to be nominated and elected to the rank of Texas Instruments Senior Fellow, tells us about her journey and her philosophy on balancing family, work and community.
BBH Managing Director Beth Maury speaks with Regina Pisa, chairman emeritus of Goodwin, to discuss the importance of impact philanthropy and contributing to the advancement of women leaders.
In the feature article of this edition of Women & Wealth Magazine, we look at three critical healthcare areas in which women are leaving their mark: fertility, mental health and aging and longevity. We speak with women who have confronted their own health-related challenges head on and developed innovative solutions in response.
In the feature article of this issue of InvestorView, Chief Investment Strategist Scott Clemons discusses investment risk: how to define it, measure it and manage it.
BBH Relationship Manager Beth Milkovits provides a guide for introducing the concept of money and its value to children. She outlines the different ways parents can present money management responsibilities and impart the value of a dollar and importance of giving to their children in various stages of childhood development.
In the feature article of this issue of InvestorView, Chief Investment Strategist Scott Clemons focuses on one of the least apparent but most dangerous risks for investors today: inflation. While there is little inflation at present, he explains the drivers of inflation, why it is the single biggest threat facing investors over the long term and how we address the risk of inflation when building clients’ portfolios.
In our feature article, we talk to Katie Couric about her professional journey as a female journalist and broadcaster, her recent documentary film, “Gender Revolution: A Journey with Katie Couric,” and how she broaches the conversation about wealth and values with the next generation.
Wealth Planner Anne Warren discusses a succession planning tool for family business owners, which is critical though often overlooked: buy-sell agreements.
In the feature interview of this issue of Owner to Owner, BBH sits down with Keith Campbell, chairman of family-owned business Mannington Mills. We discuss the company’s approach to succession planning, hiring non-family executives, the importance of having stated values and a mission and the benefits of a family council.
InvestorView sits down with Chad Clark and Brian Vollmer – portfolio manager and co-portfolio manager, respectively, at Select Equity Group, one of our third-party managers – to discuss their investing backgrounds and investment philosophy, identifying “SEG Pedigree” businesses and the opportunity set in international equities.
Chief Investment Strategist Scott Clemons discusses BBH’s differentiated approach to building investment portfolios. He looks at the two requirements of robust portfolio construction: asset allocation driven by an investor’s needs, along with capital allocation driven by partnering with managers who take a fundamental approach to investing.
Senior Vice President Melineh Ounanian discusses how business owners who have established a trust can get their family to understand how beneficial a trust can be, setting forth some of their top benefits from the beneficiary’s perspective.
John Secor and Kyle Gordon examine attracting and retaining professional executives in a closely held business. They discuss both the “softer” areas of focus that lead to success in hiring and retaining executives, as well as short- and long-term compensation structures.
Wealth Planner Karin Prangley discusses the benefits of and process for private business owners attaining official certifications as Minority Business Enterprises (MBE) or Women Business Enterprises (WBE).
Head of Corporate Advisory John Secor discusses the importance of proper capital allocation for private company business owners and breaks down how to develop the framework for making such decisions.
Head of Corporate Advisory John Secor discusses the factors that can help business owners maximize value in a sale, emphasizing the importance of taking a long-term approach to building value in a business far in advance.
In this quarter’s feature, Partner Rick Witmer provides an in-depth overview of our approach to selecting third-party investment partners on behalf of our clients.
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