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Brett D. Sovine Managing Director, Co-Head of the BBH Center for Family Business, Private Banking
Brett David Sovine is a Managing Director at Brown Brothers Harriman, where he co-leads the firm’s Center for Family Business, which counsels families on a number of business ownership matters, including governance, succession planning, capital policies and shareholder oversight and family communication. He also serves as chairman of the board of directors for the firm’s two domestic national trust companies. Mr. Sovine is a Fellow in the American College of Trust and Estate Counsel and is a North Carolina Certified Public Accountant. He received his B.S. in business from West Virginia University, J.D. from Wake Forest University School of Law and LL.M. in taxation from Georgetown University Law Center.
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 ...