Continents
Client Icon

Anne L. Warren Senior Vice President, Private Wealth Management, Private Banking

Warren_Anne

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

Giving Back by Giving Abroad January 2020

Senior Wealth Planner Anne Warren explores options for U.S. citizens, residents and charitable organizations seeking to incorporate international giving into their philanthropic efforts.

The Desai Foundation: Empowering Communities to Dream Beyond December 2016

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 ...