As the new year approaches, it's time to prepare! This guide for key year-end planning considerations includes a checklist of essential income tax and estate planning actions and reminders for 2026.

As complexity increases across all aspects of investment management, asset managers should look to their operational FX activity as an area ripe for optimization.

BBH Senior Wealth Planners Ali Hutchinson and Stacia Kroetz look at spousal lifetime trusts – an estate planning strategy that may be the right fit for individuals who wish to transfer assets to others during life, but who also want to maintain access to the funds.

In “Five Questions,” we sit down with Shari Cassidy, founder of Westside Children’s Therapy, to discuss the valuable lessons she learned from starting and scaling a thriving, family-centered pediatric therapy practice.

Managing Director Mike McGrann explores the unique competitive advantages (and constraints) of family businesses and how they can be utilized to better compete in the marketplace.

Our third annual Private Business Owner Survey revealed that when it comes to business ownership, plans for the future are front of mind. This infographic takes a closer look at how owners are thinking about planning for their estates, succession, and legacies.

In this issue of Women & Wealth Magazine, we speak with Dartmouth College President Dr. Sian Beilock on the secrets behind performing under pressure and take a closer look at what the results of our third annual Private Business Owner Survey reveal about planning for the future. We also discuss navigating the unique competitive advantages of a family business, how to make the most of annual board meetings, and speak with Shari Cassidy, founder of Westside Children’s Therapy, on what it takes to run a private practice.

Dr. Sian Beilock, the first woman president of Dartmouth College and a leading expert in performance psychology, discusses performance under pressure and insights from her studies and work within that field.

For private foundations, the annual board meeting is an opportunity to pause, reflect, and make thoughtful decisions about the year ahead. Head of Philanthropic Advisory Drew Rabe provides an overview of what matters most when planning and leading an effective annual board meeting.

Different dividend policies send different signals, which is why shareholder communication is critical. Here, we examine the different ways business owners are thinking through their approach – and what each says to shareholders