BBH Private Banking Announces New Head of Family Solutions Team

September 21, 2023
  • Private Banking
Tricia Levin joins BBH as Head of Family Office Solutions Which Will Enhance Service Offering For Private Wealth Clients.

BOSTON, MA, September 21, 2023 - Brown Brothers Harriman & Co. (BBH) is pleased to announce that Tricia Levin has joined the firm as the Head of Family Office Solutions. Tricia will lead a new, cross-regional, Family Office Solutions team that provides the comprehensive, multifaceted services required by sophisticated, wealthy families.

BBH Private Banking has been providing family office and wealth planning solutions to its clients for decades. This team, under Tricia’s leadership, will bring together a group of professionals to provide comprehensive solutions for clients including income tax planning, philanthropic advisory and private foundation administration, cash flow and entity management, and administrative services (such as bill pay, consolidated reporting, and capital call administration).

As Head of Family Office Solutions, Tricia Levin will leverage and coordinate resources from across the firm, as well as build out areas of the existing practice, and hire additional talent, to provide operational ease and relationship excellence to BBH Private Banking clients in the delivery of the full suite of family office solutions. Tricia brings extensive experience in tax and financial planning to her role. Prior to joining BBH in 2023, she was a Managing Director of Client Service at Geller Advisors and a Partner at Deloitte Tax. 

“The addition of Tricia will make our Family Office Solutions suite of services even more impactful and accessible to our clients,” said Kathryn George, Partner of BBH.  “Every individual, family, business owner, and institution has unique challenges, and our job is to act as trusted advisor and solve those challenges in a bespoke and holistic way.”

“I’m excited to join and lead this cross-functional team to address the unique and complex needs of our clients,” said Tricia Levin, Managing Director. “We take a customized approach to solving for the needs of our clients, harnessing our knowledge and deep expertise to provide a comprehensive suite of services.”

About Brown Brothers Harriman

BBH Private Banking’s singular focus is helping our clients achieve their vision of success for their families, wealth, and businesses. We seek to build long-term relationships with each client on a foundation of trust, leveraging our perspective and experience as an investor, advisor, and capital provider for over 200 years to help clients accomplish their goals. We serve individuals, families, businesses, and institutions, offering Multi-Family Office, Corporate Advisory & Banking, Private Equity and Endowment & Foundation Management solutions. For more information, please visit

Brown Brothers Harriman & Co. (“BBH”) may be used to reference the company as a whole and/or its various subsidiaries generally. This material and any products or services may be issued or provided in multiple jurisdictions by duly authorized and regulated subsidiaries. This material is for general information and reference purposes only and does not constitute legal, tax or investment advice and is not intended as an offer to sell, or a solicitation to buy securities, services or investment products. Any reference to tax matters is not intended to be used, and may not be used, for purposes of avoiding penalties under the U.S. Internal Revenue Code, or other applicable tax regimes, or for promotion, marketing or recommendation to third parties. All information has been obtained from sources believed to be reliable, but accuracy is not guaranteed, and reliance should not be placed on the information presented. This material may not be reproduced, copied or transmitted, or any of the content disclosed to third parties, without the permission of BBH. All trademarks and service marks included are the property of BBH or their respective owners.© Brown Brothers Harriman & Co. 2023. All rights reserved. PB-06731-2023-09-18

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