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  • Healthcare, insurance and wooden blocks in studio on an empty gray background for safety or security. Abstract, medicine and health with block toys in a hospital or clinic for medical care
    • Capital Partners
    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.
  • Family tax benefit, inherit tax, property or estate and household tax concept : Tax bag, family with kids living in a residential facility, a dollar bag, a car, a first aid kit are atop coin stacks.
    August 23, 2024
    • Capital Partners
    BBH Senior Wealth Planner Alison Hutchinson explains why now is the time to fund a revocable trust.
  • ""
    • Capital Partners
    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.
  • ""
    • Capital Partners
    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.
  • ""
    • Capital Partners
    Senior Wealth Planners Alison Hutchinson and Stacia Kroetz share why it may be beneficial to “freeze” a GRAT in today’s market environment.
  • ""
    September 23, 2023
    • Capital Partners
    Senior Wealth Planner 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.
  • ""
    • Capital Partners
    BBH Partner Kathryn George, Head of the Center for Family Business Ben Persofsky, and Senior Wealth Planner Ali Hutchinson explore the various roles of a family business’s board of directors in succession planning.
  • Murray Nossel
    • Capital Partners
    In this issue’s feature interview, we speak with Narativ Co-Founder Murray Nossel about his passion for storytelling, why it’s so important that people – especially business owners – record their stories, and how they can negotiate their legacies.
  • ""
    • Capital Partners
    Alison Hutchinson and Melineh Ounanian outline some ideas for how trust beneficiaries can learn more about their roles and responsibilities.
  • ""
    • Capital Partners
    Adrienne Penta, the executive director of the BBH Center for Women & Wealth, and Alison Hutchinson, a senior wealth planner, focus on the topic of families, wealth and communication, discussing the guiding principles that we believe help families create life-affirming, enduring, effective wealth plans.
  • ""
    April 25, 2023
    • Capital Partners
    Alison Hutchinson and Melineh Ounanian discuss the fundamentals an individual must follow in order to be a good trustee when the trust owns business interests.
  • ""
    January 06, 2023
    • Capital Partners
    Senior Wealth Planner Ali Hutchinson breaks down several estate planning techniques for individuals who have maxed out their available gift tax exemptions, as well as techniques that can be used to enhance gifts that have already been made and trusts that are already in place.
  • ""
    • Capital Partners
    How can we continue to foster family togetherness in the year? Ali Hutchinson and Laura Salibello share five resolutions to help your family stay connected this year.
  • ""
    • Capital Partners
    Ellen Perry, Ali Hutchinson and Laura Salibello lay out five questions to ask during the holidays to spark discussion around the dinner table and provide tips for how to approach these conversations.
  • ""
    August 01, 2022
    • Capital Partners
    For those hesitant to create an estate plan, Wealth Planner Ali Hutchinson discusses tax-efficient options for transferring wealth to future generations or charity that require no long-term commitment, trusts or legal fees.
  • ""
    • Capital Partners
    Senior Wealth Planner Alison Hutchinson delves into the advantages of intra-family loans in this rising interest rate environment.
  • ""
    • Capital Partners
    Senior Wealth Planner Alison Hutchinson explores time-sensitive and beneficial wealth planning strategies to consider amid the current volatility.
  • ""
    • Capital Partners
    Engaging and preparing the next generation in the succession planning process can be daunting. We share several components that can help the process run smoothly.

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