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Anne L. Warren Senior Vice President, Private Wealth Management, Private Banking
Anne Warren is the Senior Wealth Planner in the Boston office and has spent her career advising business owners and families on wealth transfer planning, philanthropy, and business succession. As a leader of the BBH Center for Women & Wealth and the Center for Family Business, she works with clients at the intersection of wealth, family, and values, providing the advice and tools necessary to successfully navigate significant transitions, including retirement, the succession of a privately held business and preparing the next generation.
Prior to joining the firm in 2014, Anne was an attorney in private legal practice at Choate, Hall & Stewart LLP, specializing in estate planning strategies designed to preserve and transfer family wealth, achieve philanthropic goals and minimize transfer taxes.
Anne is a member of the Boston Estate Planning Council, The Boston Foundation Professional Advisors Committee, and the board of directors of the Atlantic Salmon Federation. She is a cum laude graduate of Bowdoin College and received her J.D. from Boston University School of Law.
Market Commentary - 15 files
As the end of 2020 nears, we highlight year-end planning opportunities to consider in order to maximize your long-term goals, with your values at the forefront.
With current market volatility and the potential for rising income taxes, Senior Wealth Planner Anne Warren shares why now may be the time to consider a Roth IRA conversion.
Juliette Kayyem, national security analyst for CNN, author and former assistant secretary for Homeland Security, shares her expert opinion on the current coronavirus pandemic, social distancing and how families can best prepare themselves for ...
Senior Wealth Planner Anne Warren explores options for U.S. citizens, residents and charitable organizations seeking to incorporate international giving into their philanthropic efforts.
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 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 ...
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.
Wealth Planner Anne Warren discusses a succession planning tool for family business owners, which is critical though often overlooked: buy-sell agreements.
The Desai Foundation focuses on empowering women and children in the U.S. and India. Megha Desai, currently the foundation’s director and soon to be its president, discusses how family values shape the foundation’s work, why it focuses on ...
Estate planning is just as, if not more, important for unmarried or childless individuals as it is for those who are married or have children. Wealth Planner Anne Warren explores various methods of estate planning for people who are unmarried ...