Tailored Services for LGBTQ Clients

The Supreme Court's 2015 ruling in Obergefell v. Hodges made marriage equality the law of the land, but LGBTQ individuals and couples continue to face unique wealth, family and estate planning concerns. With those concerns in mind, BBH Private Wealth Management provides our LGBTQ clients with sophisticated financial and wealth planning services tailored to their particular needs.

As a true financial partner and trusted advisor, we equip our LGBTQ clients with the tools necessary to preserve and grow their wealth while accomplishing their personal and family goals.

 

LGBTQ-Focused Wealth Planning Topics:

  • Tax implications of marriage
  • Unwinding premarital legal plans
  • Surrogacy and adoption issues
  • Charitable giving advantages
  • Longevity and elder care planning
  • Planning for unmarried and/or childless clients

Insights

The Changing Landscape of the American Family
Private Banking The Changing Landscape of the American Family
Now That We Can Get Married, Should We?
Private Banking Now That We Can Get Married, Should We?
Choosing the Objects of Your Bounty: Estate Planning for Unmarried Individuals and Individuals Without Children
Private Banking Choosing the Objects of Your Bounty: Estate ...

Partner Spotlight

LGBTQ Q&A with Jeff Schoenfeld

 

Schoenfeld_Jeffrey                                                                                          

The past several decades have brought monumental societal and workplace changes for the LGBTQ community. Over the course of his 32-year career at Brown Brothers Harriman (BBH), Partner Jeff Schoenfeld, an LGBTQ leader in the firm, has witnessed first-hand the remarkable change in the LGBTQ landscape globally, and at BBH specifically. Now, as both an owner and a client of the firm, Jeff helps lead BBH’s effort to build a more diverse and inclusive workplace environment, one that strives to ensure that members of the LGBTQ community have the same access as he does to culturally competent professionals and the wealth planning services they deliver.

In this Q&A, BBH Wealth Planner Brad Dillon sits down with Jeff to discuss his experiences at BBH, why seeking out LGBTQ-knowledgeable investment advisors and wealth planners may be useful for LGBTQ individuals, and some of the financial and wealth planning obstacles that remain for LGBTQ individuals. Read their conversation here.