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Brett D. Sovine Managing Director, Co-Head of the BBH Center for Family Business, Private Banking
Brett David Sovine joined Brown Brothers Harriman in 2002 and oversees all of the firm’s domestic fiduciary activities. Mr. Sovine is a Managing Director of the firm and CEO of Brown Brothers Harriman Trust Company, N.A. He serves as chairman of the board of directors for the firm’s domestic trust companies and as a member of the firm’s Private Banking Risk Oversight Committee. He also co-leads BBH’s Center for Family Business, which counsels families on a number of business ownership matters, including governance, succession planning, transition and capital policies.
Mr. Sovine is a Fellow in the American College of Trust and Estate Counsel. He received his B.S. in business from West Virginia University, his J.D. from Wake Forest University School of Law and his LL.M. in taxation from Georgetown University Law Center and is a North Carolina certified public accountant (CPA).
Market Commentary - 3 files
Managing Director Brett Sovine discusses an appealing retirement savings option for working next generation members: the Roth IRA
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.
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 ...