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Working with LGBTQ-Knowledgeable Wealth Managers

April 11, 2017

In this video, BBH Partner Jeff Schoenfeld discusses why it is important for LGBTQ couples and individuals to identify investment advisors and wealth planners who understand their unique needs.


Want to learn more? Read Wealth Planner Brad Dillon’s conversation with Jeff, “Partner Spotlight: LGBTQ Q&A with Jeff Schoenfeld,” to hear about 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.

For more information about our tailored services for LGBTQ clients and related insights, go to