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  • Private Banking
  • Victoria Mars with blue abstract background behind her.
    January 25, 2021
    • Private Banking
    In our feature article, we speak with Victoria Mars, the former chairman of Mars, about her career in the family business, how we can better navigate our personal and professional lives (hint: it’s all about life stages) and Mars’ focus on sustainability.
  • Owner to Owner Q4 2021
    December 02, 2020
    • Private Banking
    In this issue of Owner to Owner, we host a CEO roundtable, look at leadership through crisis and cover considerations for private business owners with private foundations.
  • Abstract blue bar graph and yellow line graph
    December 02, 2020
    • Private Banking
    Tom Martin, Grant Smith 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.
  • Open door with yellow light going through it
    December 02, 2020
    • Private Banking
    For the feature article of this issue, we brought together a group of CEOs in our ecosystem to discuss how they led their businesses throughout the year.
  • A woman riding on an origami boat
    December 02, 2020
    • Private Banking
    BBH Partner Kathryn George speaks with Dr. Kerry Sulkowicz about the emotional challenges that leaders face when their organization is in crisis.
  • Gray fingerprint close-up
    December 02, 2020
    • Private Banking
    Senior Wealth Planner Kerri Mast looks at considerations for private business owners with private foundations.
  • Teal graphic of video call on laptop
    October 26, 2020
    • Private Banking
    In the feature article of this issue, BBH Chief Investment Strategist Scott Clemons speaks with several BBH experts about the various risks, opportunities and permutations of the election. The roundtable covers implications for several areas, including the economy and markets; estate, tax and wealth planning; corporate taxes, regulations and the general business environment; and portfolio structuring and capital allocation.
  • Hands holding a puzzle piece
    October 07, 2020
    • Private Banking
    Len Fishman and John Harms of BBH Corporate Advisory & Banking discuss new guidance around change of ownership transactions involving entities with PPP loans.
  • radio signal with words BDO Private Equity Perspectives
    August 24, 2020
    • Private Banking
    Alice Birnbaum, the head of business development for BBH Capital Partners, discusses how BBHCP identifies opportunities in the healthcare space, the benefits of its flexible investment mandate and its approach to co-investments.
  • people wearing surgical masks
    July 15, 2020
    • Private Banking
    Senior Wealth Planner Kerri Mast discusses effective board governance during complex and uncertain times.
  • People playing life-sized blue Jenga
    July 15, 2020
    • Private Banking
    BBH Senior Advisor Ellen Perry discusses decision-making about social interactions during COVID-19 as restrictions are loosened and individuals have very clear differences in personal risk tolerances.
  • Jon Rennert standing in front of Zoll Medical sign
    July 15, 2020
    • Private Banking
    In the feature article of this issue of Owner to Owner, Jon Rennert, CEO of ZOLL Medical, shares how ZOLL was able to quickly ramp up ventilator production to help fight COVID-19, what the future of the office may look like and leadership through crisis.
  • BBH Owner to Owner Q3 2020 cover
    July 15, 2020
    • Private Banking
    In the third quarter 2020 issue of Owner to Owner, we explore communication, management and governance during a crisis and personal risk tolerance as the world continues to change as a result of COVID-19.
  • Bright blue lightbulb on a dark background
    July 14, 2020
    • Private Banking
    John Secor and Ajit George of our Corporate Advisory & Banking group share how businesses can take advantage of the opportunities created by COVID-19’s disruptions and continue to innovate.
  • Jon Rennert
    July 09, 2020
    • Private Banking
    Jon Rennert, CEO of ZOLL Medical, shares how his company was able to drastically ramp up ventilator production to support U.S. hospitals during the COVID-19 crisis.
  • A hand paying a gold coin to another
    June 16, 2020
    • Private Banking
    Phillip Ross, Kyle Gordon and Eli Perlmutter of BBH Corporate Advisory & Banking explore the Main Street Lending Program and break down the notable components for business owners to consider following recent updates.
  • People building a bar graph with a blue background
    • Private Banking
    Len Fishman, Phil Ross and Eli Perlmutter of BBH Corporate Advisory & Banking break down key changes to PPP loans under the newly signed Paycheck Protection Program Flexibility Act.
  • Headshot of Trina Kenke
    June 03, 2020
    • Private Banking
    Trina Henke, chairman of Milbank Manufacturing, shares how her company has rapidly increased production of PPE in an effort to help in the fight against COVID-19.
  • Headshot of Jon Rennert
    May 27, 2020
    • Private Banking
    Jon Rennert, CEO of ZOLL Medical, recently spoke with us about his company’s efforts in the fight against COVID-19, including its ramped-up production of ventilators.
  • "20 Women to Watch in 2020" black and red writing with the Women's names inside of the "20"
    May 26, 2020
    • Private Banking
    We feature 20 inspiring women and share how 2020 is set to be a pivotal year in their professional journeys. We also spotlight a few examples of their extraordinary work in response to the current global pandemic.
  • Four people holding up a white line chart with a blue background
    • Private Banking
    Len Fishman and Kyle Gordon of BBH Corporate Advisory & Banking discuss how borrowers are affected by new developments in the Paycheck Protection Program.
  • Juliette Kayyem
    May 12, 2020
    • Private Banking
    National security expert Juliette Kayyem recently shared her key insights on several top-of-mind questions during this time of crisis.
  • People building a bar graph with a blue background
    April 28, 2020
    • Private Banking
    Senior Wealth Planner Karin Prangley provides guidance on how businesses can best manage their business losses under the CARES Act.
  • Man at a desk on a video conference call
    April 24, 2020
    • Private Banking
    John Secor and Carson Christus of BBH’s Corporate Advisory Group provide advice to managers looking to increase productivity, communicate effectively and enhance corporate culture in the new work-from-home culture.
  • Six hands touching in unity
    April 21, 2020
    • Private Banking
    Senior Wealth Planner Karin Prangley provides strategies for employers seeking tax-efficient ways to support financially burdened employees during this time of crisis.
  • April 17, 2020
    • Private Banking
    During a crisis, effective communication is critical for business leaders. We provide our top 10 tips for communicating with key stakeholders during a crisis.
  • Blurry shipping truck going fast on a highway
    April 08, 2020
    • Private Banking
    John Harms examines how COVID-19 has affected the U.S. trucking market in recent weeks and seeks to understand what that tells us about the future of the domestic economy.
  • A giant hand helps a smaller person walk up a large staircase
    April 07, 2020
    • Private Banking
    Len Fishman and Eli Perlmutter of BBH Corporate Advisory & Banking answer frequently asked questions regarding the Paycheck Protection Program under the CARES Act.
  • A giant hand acts as a bridge between two mountains, as several business walk over the hand like a bridge to cross to the other side
    April 07, 2020
    • Private Banking
    As businesses await the details of the COVID-19 stimulus bill, Leonard Fishman and Eli Perlmutter of BBH Corporate Advisory & Banking discuss several relief programs already available to owners.
  • Business concept illustration of a executives team carries huge dart to hit the bullseye.
    April 07, 2020
    • Private Banking
    Len Fishman and Eli Perlmutter of BBH Corporate Advisory & Banking discuss the CARES Act and how it supports business owners.
  • A life preserver on a fish hook with teal background
    April 07, 2020
    • Private Banking
    BBH Managing Director Lewis Hart shares a three-pronged strategy for effectively managing your business’s liquidity during a time of crisis.
  • Crowd of business people
    March 31, 2020
    • Private Banking
    At BBH, we hope companies can weather the current crisis with employee bases intact. Carson Christus of BBH Corporate Advisory discusses a common question we have been receiving from clients on considerations surrounding workforce furloughs for businesses strained by the COVID-19 pandemic.
  • United States Capitol Building with blue background
    March 31, 2020
    • Private Banking
    Senior Wealth Planner Karin Prangley breaks down how the CARES Act enhances unemployment benefits across the U.S. to provide more relief to more categories of people.
  • Landscape with rainbow over flowers and mountains
    March 24, 2020
    • Private Banking
    Ajit George and Carson Christus of BBH’s Corporate Advisory Group discuss the impact of COVID-19 on businesses and explore how owners can respond in these challenging times.
  • Owner to Owner Q4 2019
    January 23, 2020
    • Private Banking
    In this edition of Owner to Owner, we interview husband and wife duo, Tyler and Rebecca Morse of MCR Hotels, as well as cover building family business governance structures in earlier stage companies and review the business environment.
  • Business financial concept with double exposure of candle stick graph chart of stock market investment trading.
    • Private Banking
    Tom Martin, Grant Smith 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.
  • The Morse family, Tyler and Rebecca Morse with their two young girls, stand together smiling
    January 23, 2020
    • Private Banking
    In the feature article of this issue of Owner to Owner, we sit down with Tyler Morse, founder and CEO of MCR Hotels, and his wife and creative partner, Rebecca Morse, to discuss developing the TWA Hotel, scaling the business and working with your spouse.
  • People putting puzzle piece together
    January 23, 2020
    • Private Banking
    Travis Dunn and Nick Maglio discuss creating governance structures in family businesses with first and second generation ownership and why even companies with relatively few shareholders can benefit from doing so.
  • A female chef smiles and she chops greens up with a knife
    January 09, 2020
    • Private Banking
    Chef Tiffani Faison shares her journey from table busser to the first season of Top Chef to owner of four wildly-popular Boston-based restaurants.
  • January 09, 2020
    • Private Banking
    In this video, see an excerpt from the feature interview in our winter issue of Women & Wealth Magazine, in which Tiffani Faison, culinary superstar and talented entrepreneur, discusses her journey from Top Chef season one to restaurateur and her relentless focus on restaurant culture.
  • Image of Anne Smead
    November 21, 2019
    • Private Banking
    We sit down with philanthropist Ann Smead to discuss her work at the University of Colorado Boulder, the importance of measuring outcomes and her advice for today’s philanthropists.
  • Women walking up a staircase
    October 22, 2019
    • Private Banking
    As an entrepreneur and investor, Jules Pieri, co-founder and CEO of The Grommet, shares her insights into the world of entrepreneurship, being a founder and CEO and growing a business.
  • Cartoon people on a life size piggy banks with dollar bills and coins
    September 12, 2019
    • Private Banking
    John Secor, Ajit George, Kyle Gordon and Carson Christus of our Corporate Advisory Group outline five options for family business owners that are committed to formalizing a dividend policy.
  • Owner to Owner Q3 2019
    September 12, 2019
    • Private Banking
    In the third quarter 2019 issue of Owner to Owner, we sit down with third-generation family business Cervera Real Estate, discuss dividend policies for family businesses, look at navigating life after liquidity and review the business environment.
  • mom holding son with dad swinging son in air
    September 12, 2019
    • Private Banking
    BBH Senior Advisor Ellen Perry discusses the complexities surrounding a liquidity event and cover ways to make the transition more successful.
  • Four ladies standing behind a table with one woman sitting in chair
    September 12, 2019
    • Private Banking
    In the feature article of this issue of Owner to Owner, we sit down with third-generation family business Cervera Real Estate to discuss playing the long game when it comes to best serving clients, navigating the complexities of a family business and planning for succession.
  • Kelley Earndhardt Miller
    August 06, 2019
    • Private Banking
    In our feature article, we sit down with Kelley Earnhardt Miller, co-owner of JR Motorsports, to discuss how NASCAR started with local families and evolved into a sport dominated by family businesses. She spoke to us about her views on succession, legacy and the role of women in racing.
  • 4 women sit on top of a stage in front of an audience
    August 06, 2019
    • Private Banking
    On June 5, 2019, Babson College’s Center for Women’s Entrepreneurial Leadership convened more than 250 investors, accelerators, policymakers, researchers, founders and other disrupters dedicated to changing the landscape of financing women entrepreneurs. We report on some key takeaways from the day.
  • Kelley Miller in front of a red race car
    August 06, 2019
    • Private Banking
    In this video, we provide a preview of the feature interview in our summer issue of Women & Wealth Magazine, in which Kelley Earnhardt Miller, co-owner of JR Motorsports, discusses carrying on the Earnhardt racing legacy and the role values play in family and business.
  • Headshot of Kerry Sulkowicz, M.D.
    June 21, 2019
    • Private Banking
    In the feature article of this issue of Owner to Owner, we sit down with Kerry Sulkowicz, M.D., the founder of the Boswell Group, to discuss the challenges leaders face, the complexities of leadership in private and family businesses and the common qualities he has seen in the best leaders.
  • Headshot of  Michael Preston
    June 21, 2019
    • Private Banking
    We sit down with Michael Preston, an adjunct professor at Columbia Business School and the co-director of its Family Business Program, to hear insights and advice gleaned from teaching the next generation of family business owners for more than two decades.
  • Three business people sitting in chairs in a row
    June 21, 2019
    • Private Banking
    Wealth Planner Nicole Jackson Leslie provides an overview of key estate plan personnel and criteria to keep in mind when filling these roles.
  • Jodi Berg in kitchen with blender
    April 09, 2019
    • Private Banking
    In our feature article, we sit down with Jodi Berg, the president and CEO of Vitamix, to discuss how a relentless focus on purpose has made Vitamix a thriving fourth-generation family business. Berg also talks about why working outside Vitamix was essential and how the business is raising the next generation of family business leaders to be successful.
  • 19 women to watch in 2019 logo
    April 09, 2019
    • Private Banking
    Women & Wealth Magazine features 19 women to watch. These inspiring women have demonstrated their power as models of female leadership and innovative entrepreneurs.
  • Woman holding a life-size pencil checking off a life-size check-list
    April 09, 2019
    • Private Banking
    Christine Moriarty, founder of MoneyPeace Inc., discusses the importance of sustaining your business, building an exit strategy, knowing your values and understanding the impact of a sale on family when considering the sale of a company.
  • A family working on computers together
    April 09, 2019
    • Private Banking
    In this issue’s “By the Numbers” infographic, we look at the state of family businesses and the increasing number of women who are leading their family businesses into the next generation.
  • Deborah Theobald
    April 09, 2019
    • Private Banking
    In “Five Questions,” Deborah Theobald, CEO and co-founder of Vecna Technologies, a Cambridge-based technology company, discusses the benefits of working with family, her company’s focus on impact and her belief in “using technology to improve the lives of those we touch.”
  • Two men sitting on a purple couch with glass jewelry display cases and marble fireplace
    March 28, 2019
    • Private Banking
    In the feature article of this issue of Owner to Owner, we sit down with Ward and Nico Landrigan, the father-son duo behind fine jewelry lines Verdura and Belperron, to discuss Ward’s acquisitions of the two brands, Nico’s decision to join the family business and their approach to handling communication.
  • Business men and women at a conference table
    March 28, 2019
    • Private Banking
    Travis Dunn and Nicholas Maglio provide an overview of family business advisory boards and discuss their benefits, composition and steps for getting started.
  • A large percentage symbol made smaller numbers
    March 28, 2019
    • Private Banking
    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.
  • Image of Tim Belk and his family on their farm
    November 28, 2018
    • Private Banking
    In the feature article of this issue of Owner to Owner, we sit down with Tim Belk, former CEO of the Belk department store chain, to discuss what running a family business entails, the process of selling his family’s 127-year-old company and why organic farming is one of his post-Belk ventures.
  • jigsaw puzzle piece with silouttes of 6 people
    November 26, 2018
    • Private Banking
    Travis Dunn and Nicholas Maglio provide an overview of family business governance, including its definition and purpose, benefits, resource commitment and steps to begin implementation.
  • Smiling woman with short hair and a black leather jacket crossing her arms
    August 23, 2018
    • Private Banking
    In the feature article of this issue of Owner to Owner, we sit down with Nicole Sahin, CEO and founder of Globalization Partners, along with two of the firm’s executives, Debbie Millin and Nancy Cremins, to discuss turning a vision into a reality, instilling and maintaining company culture through rapid growth and coming together to make strategic decisions.
  • A business woman stands with her hands behind her back, looking outside a window
    • Private Banking
    John Secor, Ajit George, Kyle Gordon and Carson Christus from our Corporate Advisory team discuss family and business factors that come into consideration when debating whether now is the time to sell the family business.
  • August 23, 2018
    • Private Banking
    Relationship Manager Reed Smith and Retirement and Trust Associate Matthew Senger break down the differences in setup, administration and contribution limits among three retirement strategies for small-business owners and the self-employed: the SIMPLE IRA, the Solo 401(k) and the SEP IRA.
  • Judy Smith
    • Private Banking
    In our feature article, we sit down with Judy Smith, the founder of Smith & Company and the inspiration for the ABC television show “Scandal,” to discuss her perspectives on the importance of honest advice in the face of crisis, the role preparation plays in a company’s ability to control the narrative, the freedom of running her own business and her vision for the future of Smith & Company.
  • A group of confused people on tangled ladders in chaos next to another group of people working together on ladders in an organized way
    • Private Banking
    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 seeking to maintain control of the company during a capital event.
  • John and Sue Leone
    May 30, 2018
    • Private Banking
    In the feature article of this issue of Owner to Owner, we sit down with father-daughter duo John and Sue Leone of Bonney Forge to discuss how the company evolved into a family business, what it is like to work with family members and how they have approached succession planning.
  • Business men and women playing tug of war
    May 30, 2018
    • Private Banking
    We speak with Ellen Perry, a Senior Advisor to BBH, to discuss the complexities around decision-making in a family business, how families can overcome decision blockers and the tools families can use to foster better decision-making.
  • Bags of coffee in a warehouse
    March 20, 2018
    • Private Banking
    In the feature article of this issue of Owner to Owner, we sit down with Travis Boersma, the founder and CEO of Dutch Bros Coffee, to discuss growing and scaling the business, the importance of people, values and culture and why he’s in the relationship business, not the coffee business.
  • Headshot of Bill Tyree
    March 20, 2018
    • Private Banking
    As BBH kicks off its bicentennial anniversary, we speak with Managing Partner Bill Tyree about critical turning points at the firm, the company’s culture and values and the importance of speaking up.
  • picutre of julie wainwright with the words: Get Real A Conversation with CEO and Founder of The RealReal, Julie Wainwright
    March 17, 2018
    • Private Banking
    In our feature article, we speak with Julie Wainwright, the founder and CEO of The RealReal, to discuss how she is transforming luxury resale with her online marketplace. She has raised an astounding $173 million in capital for The RealReal, and her vision for the future focuses on extending the life of luxury goods and creating a “circular economy.”
  • Scale weighing a house vs. work with teal background
    • Private Banking
    John Secor, Ajit George and Kyle Gordon discuss a key issue faced by family businesses: the difficulty of managing capital and liquidity demands. They zero in on a critical factor of finding the right balance – patient capital – and provide advice on how family businesses can achieve this important objective.
  • Business woman holding a magnifying class to look at a stack of papers
    August 31, 2017
    • Private Banking
    Relationship Manager Reed Smith and Wealth Planner Ali Hutchinson break down the forms of joint property ownership, honing in on tenancy by the entirety and its advantages for business owners.
  • Hand holding a paper family and umbrella on green background
    August 17, 2017
    • Private Banking
    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.
  • Two hands passing a legal document.
    August 27, 2015
    • Private Banking
    Wealth Planner Anne Warren discusses grantor retained annuity trusts (GRATs) and sales to grantor trusts as planning techniques for owners of businesses that are expected to increase in value significantly over the short-term.

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