Managing Director Mel Ounanian discusses how business owners who have established a trust can get their family to understand how beneficial a trust can be by looking at the beneficiary’s perspective.

Principal and Senior Wealth Planner Kerri Mast looks at considerations for private business owners with private foundations.

In today’s challenging landscape, banks are seeking new ways to stay competitive. One emerging option is the bank-to-bank partnership.

Build, buy, outsource…or partner? Cate Dawson shares practical advice on how to choose the right partner to successfully evolve your operating model.

In this issue, we spotlight several members of the Owners’ Council, look at how private business owners are approaching artificial intelligence, and review how departing leaders and business owners can smooth the transition process. We also provide a year-end planning checklist to get prepared for 2025 and discuss the concept of “overwork” with author Brigid Schulte.

We speak with three members of the Owners’ Council on how they’ve overcome challenges, chased their passions, and continue to innovate throughout their journeys as business owners.

How are private business owners navigating the rapid rise and development of artificial intelligence? Using data from our second annual Private Business Owner Survey, this infographic sheds light on owners’ adoption of the latest technology.

The new year is almost upon us – are you ready? This checklist covers important income tax and estate planning tasks and reminders to be aware of before 2025.

Balancing all of your priorities without feeling overworked may seem impossible in today’s hustle culture. We sat down with Brigid Schulte, director of the Better Life Lab and New York Times bestselling author, to discuss the concept of “overwork” and how we can better manage our time and productivity.

Our experts weigh in on what financial markets can expect in this close election, easing cycles across global economies, and China’s looming debt, with an additional spotlight section on ballooning debt in the US.

Eamonn O’Callaghan and Andrea Murray discuss important considerations for managers following recent policy changes from the Central Bank of Ireland (CBI).

With just days until the U.S. election, BBH Partner and Chief Investment Strategist Scott Clemons provides a state-by-state analysis of the effect of polling outcomes on the presidential and congressional races.

In this issue of Owner to Owner, we review the business environment as we enter fourth quarter 2024 and explore how departing leaders can smoothly transition from owning a business. We also lay out strategies for business owners to make the most of the current gift tax exemption amounts, and take a look at key findings from our second annual Private Business Owner Survey.

Michael Conti, Jack Goryl, and Christine Hourihan provide an overview of the business environment on three fronts: the overall economy, the credit markets, and the private equity and mergers and acquisitions markets.

Many leaders struggle to separate their identity from their business, which is why openness to exploring a future for themselves represents a crucial turning point. We lay out several steps owners can take to begin their journey to a successful business transition.

In anticipation of the sunset of the 2017 Tax Cuts and Jobs Act exemption amounts, BBH Senior Wealth Planner Stacia Kroetz reviews how business owners can make the most of the currently high exemptions while they are still available.

We sit down with Cate Dawson, Head of Product for Financial Institutions, to discuss the growing role of partnerships in today’s competitive banking industry.

BBH tax experts share insights on the changes ahead for the Faster and Safer Relief of Excess Withholding Taxes (FASTER) framework and key implications for investors and intermediaries.

Our survey reveals how private business owners are addressing current technology trends, future succession planning, and family communication dynamics. Explore the results.

Portfolio Managers, Andrew Hofer, Neil Hohmann, and Paul Kunz, provide an analysis of the investment environment and most recent quarter-end results of the BBH Core Plus Fixed Income strategy.

Portfolio Managers, Neil Hohmann, Chris Ling, and Andrew Hofer provide an analysis of the investment environment and most recent quarter-end results of the Structured Fixed Income strategy.

Portfolio Managers, Andrew Hofer, Neil Hohmann, Thomas Brennan, and Paul Kunz, provide an analysis of the investment environment and most recent quarter-end results of the BBH Limited Duration Fixed Income strategy.

Portfolio Managers, Andrew Hofer, Neil Hohmann, and Paul Kunz, provide an analysis of the investment environment and most recent quarter-end results of the BBH Multisector Fixed Income strategy.

Portfolio Manager, Gregory Steier, provides an analysis of the investment environment and most recent quarter-end results of the Municipal Fixed Income strategy.

Portfolio Manager, Jorge Aseff, provides an analysis of the investment environment and most recent quarter-end results of the Inflation-Indexed Fixed Income strategy.

Co-Portfolio Managers, Andrew Hofer, Neil Hohmann, and Paul Kunz provide an analysis of the taxable fixed income investment environment.

Portfolio Manager, Scott Hill, provides the most recent quarter-end results of the US Large Cap Equity Strategy.

Co-Portfolio Managers, Andrew Hofer, Neil Hohmann, and Paul Kunz, provide the most recent quarter-end results of the Limited Duration Fixed Income Strategy.

Co-Portfolio Managers, Andrew Hofer, Neil Hohmann and Paul Kunz, provide the most recent quarter-end results of the Core Plus Fixed Income Strategy.

Co-Portfolio Managers, Neil Hohmann, Chris Ling, and Andrew Hofer provide the most recent quarter-end results of the Structured Fixed Income strategy.

Co-Portfolio Managers, Andrew Hofer, Neil Hohmann and Paul Kunz provide the most recent quarter-end results of the Multisector Fixed Income Strategy.

Portfolio Manager, Gregory Steier, provides an analysis of the investment environment and most recent quarter-end results of the Municipal Fixed Income strategy.

Portfolio Manager, Jorge Aseff provides the most recent month-end results of the Inflation-Indexed Fixed Income Strategy.

In this issue of The Fresh Take, we go behind the scenes with BBH equity analysts to better understand four sectors: auto, healthcare, artificial intelligence (AI), and technology and software.

The auto industry is an integral part of the global economy – and poses an interesting challenge from an investment perspective. Here, we dive deeper into the industry’s latest trends.

What do Ozempic and pet care have in common? Here is a look at the hot topics in healthcare investments.

Artificial intelligence has recently become a feature of everyday life, but it’s been front of mind for many investors since its breakthrough moment last year. Here, we break down the players, risks, and investment opportunities in the AI space.

Technology is one of the fastest developing sectors today – but all of the buzz means it is hard to discern what makes an attractive investment in the space. Here's what to know.

Investor demand fuels asset growth and innovation

We take a deep dive into what we mean when we talk about “quality” investing.

Senior Wealth Planner Kerri Mast discusses effective nonprofit board governance during complex and uncertain times.

BBH Principals Alison Hutchinson and Brett Sovine and Assistant Vice President Lindsay Hodgkins discuss how to provide financial support for family members in a time of crisis without unnecessary tax and complexity.

BBH Relationship Manager Laura Salibello provides financial tips for making the transition out of college more manageable.

Senior Wealth Planner Ross Bruch lays out an eight-step guide for getting your estate plan in order.

BBH Senior Wealth Planner Alison Hutchinson explains why now is the time to fund a revocable trust.

Principal Kerri Mast discusses five steps for setting up a charity.

Parents may think that after high school, there is not much more they can do to educate children about the value of money. Here, Relationship Manager Beth Milkovits explores the ways that parents can prepare their college-age and emerging adult children to be financially responsible adults.

BBH’s Eamonn O’Callaghan explores recent interest in multi-asset ETFs and shares key considerations for managers.

Senior Wealth Planner Kerri Mast covers considerations during election season for charities and board members as it relates to which activities are permitted for charities, which are permitted within certain limits, and which are prohibited altogether.

In this issue of InvestorView, we examine the U.S. economy as we enter the second half of 2024 and break down our Investment Research Group’s three-pronged approach to portfolio construction. We also cover critical considerations for successful asset allocation for endowments and foundations and review our fixed income investing principles.

BBH Partner Suzanne Brenner and Deputy Chief Investment Officer Ilene Spitzer discuss special considerations to take into account when setting an asset allocation for endowments and foundations.

Fixed Income Product Specialist Tom Brennan covers the pillars of our fixed income investment philosophy that we believe position us to weather a variety of market environments.

Chief Investment Officer (CIO) Justin Reed, Deputy CIO Ilene Spitzer, and Head of Client Portfolio Management and Strategy Niamh Bonus take a closer look at the sophisticated frameworks we use to enhance the traditional portfolio construction process.

In the feature article of this issue of InvestorView, BBH Partner and Chief Investment Strategist Scott Clemons looks at the state of the U.S. economy as we cross the midyear mark and head into the second half of 2024. He examines several cracks in the façade of consumer spending that imply a looming deceleration in economic growth.

We discuss the ways in which the worlds of investing and philanthropy are becoming more integrated and the importance of cross-generational conversations around this topic.

We speak with Partner Suzanne Brenner and Chief Investment Officer Justin Reed to get a closer look at blockchain and the cryptoasset ecosystem.

Senior Wealth Planner and Director of Philanthropic Advisory Kerri Mast explores options for philanthropists wishing to support charities around the world.

In this quarterly, we analyze the global easing cycle under way and how the USD can benefit in Q3, the challenges ahead for emerging markets in H2, and the key metrics shaping investor perspectives on emerging market currencies.

The acceleration of settlement cycles across Europe is unlikely to be as straight forward as the North American changeover – in fact it’s likely to be a whole different ball game – here’s the reasons why.

In the summer issue of Women & Wealth Magazine, we highlight notable women in investing throughout the decades – in particular, BBH Partner Suzanne Brenner. We also cover how to talk with your children about money, look at the changing landscape of family wealth advising, and talk about Olympic athletes with Flame Bearers Founder Jamie Mittelman.

In the feature article of this issue of Women & Wealth Magazine, we sit down with BBH Partner and former Chief Investment Officer Suzanne Brenner to learn more about her journey from classical music to finance, her investment philosophy, and how she’s helping to pave the way for more women in investing.

Our women in investing timeline showcases the achievements of notable women in investing, from 1950 to today.

“Wealth 3.0: The Future of Family Wealth Advising” explores the shift in family wealth advising toward a more holistic approach. Here, Kenden Alfond, a Certified Finance Behavior Specialist®, breaks down the book’s key lessons.

In “Five Questions,” Jamie Mittelman, founder of Flame Bearers, discusses the power and potential of women’s sports, and how she’s helping highlight Olympic and Paralympic athletes ahead of the 2024 Paris Summer games.

Regulator lays out expectations of managers and menu for liquidity management of UCITS and AIFMD fund.

In this video, BBH Chief Investment Strategist Scott Clemons discusses current market dynamics, explains how to calculate your organization’s unique spending rate, and provides tangible solutions to organizations grappling with these issues.

In this issue of Owner to Owner, we delve into the music-related artificial intelligence space, navigate the intricacies of selling or leaving a family business, and provide tips for corporate liquidity management.

Artificial intelligence (AI) is at the forefront of everyone’s minds lately – and this is no different in the music industry. We sat down with Geraldo Ramos and Eddie Hsu, co-founders of Music.AI, to discuss the process behind launching and growing their company, how they stay unique in a competitive space, and what the future holds for AI and music.

Head of Corporate Advisory & Banking Lewis Hart, Managing Director Alex Toskovich, and Associate Turner Banwell cover how active corporate liquidity management can foster business resilience and growth.

What should be front of mind when planning to sell your business? BBH Senior Wealth Planners Ali Hutchinson and Karin Prangley review some key estate planning considerations for business owners preparing for a sale.

What’s ahead for U.S., APAC, and European markets in the second half of 2024.

In this issue of The Fresh Take, we asked our Next Gen Summit speakers about their experiences as entrepreneurs and in the field of artificial intelligence.

Senior Wealth Planner Alison Hutchinson delves into the advantages of intra-family loans in this rising interest rate environment.

Senior Wealth Planner Alison Hutchinson explores time-sensitive and beneficial wealth planning strategies to consider amid the current volatility.

We break down the latest updates on the T+1 Settlement transition and provide insights from our conversations with clients, industry groups, consultants, and peers.

BBH’s Derek Coyle provides a refresher on key elements of T+1 and answers questions from our Talking T+1 webinar series.

Active strategies take center stage as investor demand drives growth and product expansion.

What investors and managers need to know before entering the ELTIF regime.

What does the future of philanthropy look like in a changing landscape? Head of Philanthropic Advisory Kerri Mast explains how the once-defined “lines” governing philanthropy are beginning to blur and how to take advantage of these changes in your giving plans.

Senior Wealth Planner Nicole Jackson Leslie walks through charitable opportunities, touching on what to give, how to give, and important tax considerations.

Derek Coyle sets out how the rules impact a broader scope of clients.

Adrian Whelan sums up what is at stake for firms and their service providers.

Our latest FX quarterly takes a closer look at the true value of the USD and its role on the global platform as well as China’s path to recovery and its impact on Emerging Markets.

Carbon pricing has a growing role in countries’ climate change responses. Jay Foraker assesses current mechanisms, their impact on economic growth, and the next evolution.

Senior Wealth Planner Nicole Jackson Leslie provides five tips for vetting charitable organizations before you give.

The decision to pursue an outside exit strategy, as opposed to a traditional family ownership succession path, is a difficult one. We lay out several steps that owners who are grappling with this issue can take as they seek to determine the best strategy for themselves, the family and the business.

BBH Senior Wealth Planner Kerri Mast discusses how economic disruption can affect endowments and shares how to review spending policies to mitigate negative impact.

In this issue of Women and Wealth, we release our annual list of Women to Watch, investigate the gap in women’s health care, and discuss the power of storytelling. We also learn how to navigate the tensions of the coming election season and explore the meaning of financial feminism.

We highlight inspiring and groundbreaking women pushing barriers and capitalizing on new opportunities in 2024.

Despite living longer than men, women spend 25% more time in poor health. McKinsey Partners Lucy Perez and Megan Greenfield explore what is driving this gap in health outcomes and what we can do to close it.

A recent report by the McKinsey Health Institute found that investments addressing the women’s health gap could add years to life and boost the global economy. In this infographic, we dive into the statistics of the report and what they mean for women’s health.

We look at the art and science of storytelling as an important tool for navigating wealth planning and family legacies.

Emotions are high this election season. How can we improve communication and foster family relationships during a divisive election year?

Executive Director of the Center for Women & Wealth Adrienne Penta sits down with Jacki Zehner, founder of SheMoney, to talk about the lessons she has learned from Gloria Steinem and how they have inspired her life and work. May they inspire you as well!

Optimizing your affirmation model in a T+1 Settlement Cycle.

Setting up a proper buy-sell agreement is key to mitigating conflict when a stakeholder wants to leave the family business.

In this edition of The Fresh Take, we look to provide some helpful information to guide you in affording, protecting, and investing in your first or even tenth piece of real estate.

Buying your first home can be an exciting, but overwhelming, journey. Senior Relationship Associate Sean Kennedy covers the essentials of what to know before you buy.

In this Next Gen Spotlight, Relationship Manager Myles Christian sits down with J.B. Andreassi, co-principal of Andreassi Development, rising real estate star, and reality TV personality, to discuss his journey from real estate to TV, working for the family business, and how he balances it all.

Relationship Manager Michael O'Connor reviews the advantages and risks of purchasing and owning an investment property.

Senior Wealth Planner Stacia Kroetz and Senior Relationship Associate Max Kesner address a common question we see clients wrestle with: Should I buy a house with my trust or other assets?

Protect your operating model and distribution relationships by understanding the downstream impact of changing your investor settlement periods, Killian Lonergan warns asset managers.

A positive policy pivot from the European Commission has the market excited once again about ELTIF 2.0.

Tim Bosco shares a roadmap to quicker gains in data strategy development.

In this issue of Owner to Owner, we look at the business environment so far in 2024, explore how to cultivate innovation and motivation in family and privately-owned businesses, discuss the benefits of creating a family constitution, and give an update on the Corporate Transparency Act.

Michael Conti, Jeff Miller, Neriah Ray-Saunders, Jack Goryl and Christine Hourihan provide an overview of the business environment on three fronts: the overall economy, the credit markets, and the private equity and mergers and acquisitions markets.

Keeping innovation and entrepreneurship front of mind is key to both maintaining and growing the family business as it moves into the future and, eventually, into a new generation’s hands. Head of the BBH Center for Family Business Ben Persofsky discusses how business owners can shift their mindset toward innovation in order to sustain entrepreneurship for generations.

Senior Wealth Planners Karin Prangley and Anne Warren cover an important topic for private business owners: creating a family constitution to enable seamless business and wealth transitions.

Senior Wealth Planner Ross Bruch looks at the science behind how business owners can pass down motivation and determination to younger generations.

We cover the essentials of the 2024 Corporate Transparency Act: what it is, who it affects, and how to take action.

In our first FX outlook of 2024, BBH strategists are sharing the major themes continuing to impact the market, the road ahead for China’s recovery, and global impact of 2024’s "Year of the Vote."

BBH presents its 2024 Fund Distribution Outlook, which discusses how asset managers around the world are adapting their distribution efforts to a challenging fund-raising environment, regulatory changes, and technological advancements.

Cash provides important flexibility in managing a portfolio and helps promote an opportunistic style. As a result of the yield curve inversion and expensive ratios on generic triple-A municipal bonds, we now hold all our municipal bond portfolio reserves in cash.

Adrian Whelan assesses global regulators’ rapid responses to tech disruption, geopolitics and volatility, where industry differs in opinions on the changes, and the importance of seeing both sides to promote growth and safety in capital markets.