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  • Private Banking
    • Private Banking
    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.
  • hour glass with sand and blocks that read 2023
    • Private Banking
    We outline key year-end opportunities as it relates to gifting, income tax planning, retirement planning, and planning in a high interest rate environment, as well as provide a year-end checklist based on your goals.
  • Woman sitting in yoga lotus pose and meditating. Human needs icons. Life balance concept.
    November 15, 2022
    • Private Banking
    BBH Senior Wealth Planner Ross Bruch explores the two ways businesses and other organizations can create a resilient staff: growing resilience within an organization’s existing workforce and hiring candidates that demonstrate resilient character traits.
  • October 24, 2022
    • Private Banking
    In this issue of Women & Wealth Magazine, we explore how to develop leaders in family businesses, examine how to make hybrid work successful for everyone and look at how we can foster motivation in those we love.
  • October 24, 2022
    • Private Banking
    Senior Wealth Planner Ross Bruch discusses the many different types of motivation and what role “flow” plays in keeping us interested and engaged in life.
  • Key in keyhole on door silhouette.
    October 05, 2022
    • Private Banking
    Wealth Planner Peter Moshang covers considerations for those looking to help family members buy a home.
  • Business people merge the chain-Link concept
    • Private Banking
    Ali Hutchinson, a BBH senior wealth planner, and Ben Persofsky, the executive director of the BBH Center for Family Business, discuss the different methods for transferring shares in a private business to the next generation and cover the implications families need to consider from both a corporate and tax angle.
  • A magician holding a magic wand over a hat iwith flares of light coming out of it.
    August 01, 2022
    • Private Banking
    The tax benefits for investing in or founding certain startup businesses can be incredible. Not all investors or founders can take advantage of these benefits, but for those who can, millions of dollars of tax can be saved – and with proper planning, potentially even more.
  • Full cover of the Summer 2022 issue of Women and Wealth Magazine
    July 25, 2022
    • Private Banking
    In this issue of Women & Wealth Magazine, we focus in on the value of communication as it relates to a range of subjects. We look at the criticality of intergenerational communication around wealth values, cover skills to teach our girls so they can thrive, discuss how to support a grieving friend and share guidance around how we can prepare ourselves to live in a world with more frequent disasters.
  • Giant red heart of money held by hands
    July 25, 2022
    • Private Banking
    Adrienne Penta, executive director of the BBH Center for Women & Wealth, re-examines the criticality of intergenerational communication around wealth values. She discusses three steps for families to use in articulating, living and communicating their essential values.
  • Couple Standing Under Tree With Backs To Camera Overlooking Ocean
    July 25, 2022
    • Private Banking
    BBH Senior Advisor Ellen Perry provides lessons learned from the recent illness and death of her husband on how to show up and support friends who are grieving.
  • Illustration of woman overlooking her investments.
    July 18, 2022
    • Private Banking
    BBH Chief Investment Officer Suzanne Brenner and Director of Philanthropic Advisory Kerri Mast discuss the ways in which the worlds of investing and philanthropy are becoming more integrated.
  • Private plane on tarmac.
    • Private Banking
    Travel by private aircraft offers a multitude of benefits; however, these advantages come at a price. Stacia Kroetz and Lindsay Hodgkins evaluate ownership options and related financial, legal, tax and regulatory matters for those considering private air travel.
  • July 12, 2022
    • Private Banking
    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.
  • people wearing surgical masks
    June 30, 2022
    • Private Banking
    Senior Wealth Planner Kerri Mast discusses effective board governance during complex and uncertain times.
  • Abstract water waves
    June 21, 2022
    • Private Banking
    We discuss upstream gifting, an increasingly popular estate planning technique that involves making gifts up the family tree, rather than downstream.
  • A pair of hands shaking in the shape of a heart
    June 14, 2022
    • Private Banking
    Senior Wealth Planner Kerri Mast discusses how families can use philanthropy to create a platform for teaching the next generation about family values.
  • A senior couple and a young family are separated from each other by a giant life-size cell phone. They wave to each other through the transparent cell-phone.
    June 07, 2022
    • Private Banking
    Senior Wealth Planner Ali Hutchinson and BBH Senior Advisor Ellen Perry share tips for how you can effectively conduct your family meeting virtually.
  • Plastic figures of a married couple, with a pile of coins behind them
    June 01, 2022
    • Private Banking
    Senior Wealth Planner Ali Hutchinson looks 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.
  • A scale weighing time and money with a blue background
    May 24, 2022
    • Private Banking
    BBH Senior Wealth Planner Kerri Mast discusses how economic disruption can affect endowments and shares how to review spending policies to help mitigate negative impact.
  • May 24, 2022
    • 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.
  • Baby Hands holding a house model with mother hand. The concept of relocation, mortgage, inheritance, family assurance protection and legacy planning.
    • Private Banking
    Senior Wealth Planner Alison Hutchinson delves into the advantages of intra-family loans in this rising interest rate environment.
  • Financial risk, unstable real estate investment and shaky housing market concept with a home on stacked wooden building blocks surrounded by the ruins and debris of another house that collapsed
    • Private Banking
    Senior Wealth Planner Alison Hutchinson explores time-sensitive and beneficial wealth planning strategies to consider amid the current volatility.
  • Detached buildings forming a lively neighborhood
    • Private Banking
    Senior Wealth Planners Alison Hutchinson and Stacia Kroetz share why it may be beneficial to “freeze” a current GRAT in today’s market environment.
  • Full cover of the Spring 2022 issue of Women and Wealth Magazine
    May 09, 2022
    • Private Banking
    In this issue of Women & Wealth Magazine, we speak with a nationally recognized healthcare and business leader, feature 22 women to watch in 2022 and look at trends in philanthropy, including shifts in how women give and international philanthropy.
  • Woman sitting and looking out into a field of grass during sunrise.
    May 05, 2022
    • Private Banking
    Senior Wealth Planner Anne Warren discusses financial and logistical challenges following major life events like the death of a spouse or the dissolution of a marriage.
  • Owner-to-Owner-issue-Cover
    March 30, 2022
    • Private Banking
    In this issue of Owner to Owner, we examine succession planning from several angles. Our Center for Family Business looks at the requirements of the founder or CEO both during and after transition, next generation family members as well as boards of directors, and also explores options in a situation where traditional ownership succession may not be the best path forward.
  • Cyclists in a race.
    • Private Banking
    A leader’s openness to exploring a future for themselves represents a crucial turning point in beginning the transition journey. We lay out several steps owners can take to begin on the path of a successful transition.
  • Illusration of two people high-fiving
    • Private Banking
    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.
  • Business people in a meeting.
    • Private Banking
    Many family businesses rely on their boards of directors to help them during succession planning. Here, we share our top considerations as it relates to boards of directors and their involvement in the process.
  • Business woman in a conference room.
    • Private Banking
    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.
  • Collage of Travis Boersma, Ward and Nico Landrigan, Victoria Mars, and Keith Campbell
    March 30, 2022
    • Private Banking
    Throughout the first quarter 2022 issue of Owner to Owner, we brought you stories of succession from real businesses. Here they are.
  • Multi Generation Family Walking On Winter Beach With Dog Relaxing
    • Private Banking
    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.
  • February 10, 2022
    • Private Banking
    A comprehensive tax plan considers not only federal gift, estate, and generation-skipping transfer tax, but also state and local income tax and transfer tax rules. Here, BBH Wealth Planner Michael Shapiro breaks down a common scenario of moving from New York to Florida.
  • Illustration of parents with a newborn baby.
    January 26, 2022
    • Private Banking
    To say choosing a legal guardian is an important decision in an understatement. Here, BBH's Lindsay Hodgkins outlines some factors you might wish to consider.
  • Multi-Colored Wrapped Presents
    January 04, 2022
    • Private Banking
    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.
  • January 04, 2022
    • Private Banking
    Many have questions about the financial and tax ramifications of the decision to get married. We discuss the potential benefits and drawbacks to a legal marriage from that perspective.
  • Full cover of the fall  2021 issue of Women and Wealth Magazine
    December 03, 2021
    • Private Banking
    In this issue of Women & Wealth Magazine, we explore leadership, mentoring and life lessons from a wide range of perspectives. Whether you’re a parent hoping to raise children to be responsible with wealth, an executive leading a diverse team, a young person starting out or an engaged philanthropist learning from the past, we believe you’ll find important and helpful insight in this issue.
  • Illustration of beach umbrella, towel and flip fops.
    December 03, 2021
    • Private Banking
    Wealth Planning Associate Lindsay Hodgkins outlines considerations and steps young adults could consider in order to begin the estate planning process.
  • Portrait of Dr. Tyrone McKinley Freeman.
    December 03, 2021
    • Private Banking
    Senior Wealth Planner and Director of Philanthropic Advisory Kerri Mast recently spoke with Dr. Tyrone McKinley Freeman about his research on Madame C.J. Walker, America’s first self-made woman millionaire. They explore her approach to charitable giving, activism, social service provisions and how we might better foster equity and inclusion in grantmaking.
  • Maintaining Family Continuity for Generations
    July 29, 2021
    • Private Banking
    We speak with Kevin Duncan, the BBH Trust Company’s director and head of estate administration, about the role estate administration plays in helping families thrive for generations and why a corporate executor may be the best option in certain situations.
  • Full cover of the summer 2021 issue of Women and Wealth Magazine
    July 13, 2021
    • Private Banking
    This issue of Women & Wealth Magazine focuses on sustainability – both personal and global. We speak with the co-founders of Sakara Life about building a successful plant-based meal delivery business, explore how to build and maintain personal resilience, share insights on engaging the next generation in philanthropy and take a look at the sustainable clothing industry.
  • Extended Family Group Walking By Lake
    July 13, 2021
    • Private Banking
    BBH Partner Kathryn George and Senior Wealth Planner and Director of Philanthropic Advisory Kerri Mast discuss how to best approach engaging the next generation in family giving – and some strategies for when it doesn’t go as you expected.
  • Colorful hand reaching for other colorful hands with butterflies in the background
    June 02, 2021
    • Private Banking
    We examine the story of Madam C.J. Walker, America’s first female self-made millionaire and a Black woman, which offers some useful lessons for the intersection of business, personal values and philanthropy.
  • Women-Wealth-2021-Five-Pieces-of-Advice-From-A-Professional-Trustee
    April 28, 2021
    • Private Banking
    Alison Hutchinson and Melineh Ounanian outline some ideas for how trust beneficiaries can learn more about their roles and responsibilities.
  • Women-Wealth-spring-2021
    April 28, 2021
    • Private Banking
    In this issue of Women & Wealth Magazine, we focus on women who are having an impact through the communities in which they work, the businesses they operate and the philanthropic endeavors they pursue.
  • Women & Wealth Magazine Winter Issue 2021
    January 25, 2021
    • Private Banking
    In this issue of Women & Wealth Magazine, we kick off the new year with a focus on wellness, which is particularly important in the time of COVID-19 and all of its many implications for our daily lives.
  • Person putting a coin into a donation box.
    January 25, 2021
    • Private Banking
    BBH Senior Wealth Planner Kerri Mast examines four reasons why people give to charity other than tax benefits – which research has shown are typically not the primary driver of charitable giving.
  • Photo of adult woman walking in nature and holding hands with two children.
    January 12, 2021
    • Private Banking
    How can we continue to foster family togetherness in 2021? Ali Hutchinson and Laura Salibello share five resolutions to help your family stay connected this year.
  • Gray fingerprint close-up
    December 02, 2020
    • Private Banking
    Senior Wealth Planner Kerri Mast looks at considerations for private business owners with private foundations.
  • Women & Wealth Magazine Fall Issue 2020
    October 01, 2020
    • Private Banking
    In this edition, we speak with “Bones” creator Kathy Reichs about her journey from forensics to fiction, explore COVID-19’s dramatic impact on all aspects of women’s lives and cover the Democratic party’s tax proposal as we near the November election.
  • Saving for retirement graphic for BBH video
    July 08, 2020
    • Private Banking
    Planning for retirement in your 20s? Smart move. Let us help you understand the options.
  • Women & Wealth Magazine Winter Issue 2021
    May 26, 2020
    • Private Banking
    In this issue of Women & Wealth Magazine, we highlight 20 incredible women, new trends in the philanthropic space and communicating with children about digital currency.
  • Black and white horizontal stripes
    May 26, 2020
    • Private Banking
    Senior Wealth Planner Kerri Mast discusses the shifting landscape of philanthropy and impact, including the rise of international giving and impact investing.
  • A senior couple and a young family are separated from each other by a giant life-size cell phone. They wave to each other through the transparent cell-phone.
    • Private Banking
    This summer’s family meetings may not look the same as past years, but Senior Wealth Planner Ali Hutchinson and BBH Senior Advisor Ellen Perry share tips for how you can effectively conduct your meeting virtually.
  • Tiny people collecting goods for charity into huge donation box
    May 12, 2020
    • Private Banking
    During this time of need, many people are looking to make an impact with charitable giving. Wealth Planner Nicole Jackson Leslie shares how you can vet your chosen charity.
  • Crowd of forming a donation symbol on white background
    May 05, 2020
    • Private Banking
    Wealth Planner Nicole Jackson Leslie walks through charitable opportunities during this time of crisis, touching on what to give, how to give and tax considerations.
  • Hand of coach drawing American football strategy with black marker on white background
    • Private Banking
    BBH Senior Wealth Planner Alison Hutchinson explains why now is the time to fund a revocable trust.
  • Tiny person looking at a piece of paper through a giant magnifying glass
    April 28, 2020
    • Private Banking
    Wealth Planner Ross Bruch shares why now is a good time to examine your estate plan and offers eight key steps to do so.
  • 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.
  • 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.
  • Hand of coach drawing American football strategy with black marker on white background
    • Private Banking
    BBH Senior Wealth Planners Alison Hutchinson and Brett Sovine and Wealth Planning Associate Lindsay Hodgkins share how you can provide financial support for family members in this time of crisis without unnecessary tax and complexity.
  • Giant cartoon hand dropping a gold coin into a building like a piggy bank
    March 04, 2020
    • Private Banking
    Investing in private markets is an important component of many client portfolios, and in this article, Thomas Martin, a Senior Investment Analyst, provides advice on how to construct a prudently-sized private markets portfolio with adequate diversification.
  • Tiffani Faison with a plate of food and a glass of wine in front of her
    January 09, 2020
    • Private Banking
    In this issue of Women & Wealth Magazine we share insights from some incredible women who are redefining what success looks like.
  • Woman in apron sprinkling crumbs over her dish
    January 09, 2020
    • Private Banking
    We spoke with Renee Cherkezian, co-founder of Epicured – a meal delivery company that specializes in “food as medicine.”
  • Red white and blue background with stars and the wrods "charity", "social", "protect", and "save"
    January 09, 2020
    • Private Banking
    Senior Wealth Planner Anne Warren explores options for U.S. citizens, residents and charitable organizations seeking to incorporate international giving into their philanthropic efforts.
  • large hand holding a small home in it's palm with a key on it's finger
    December 06, 2019
    • Private Banking
    Wealth Planner Stacia Kroetz addresses a common question we see clients wrestle with: Should I buy a house with my trust or other assets?
  • BBH Philanthropy Insider Turning Up The Volume Edition featuring Lin-Manuel Miranda
    November 21, 2019
    • Private Banking
    In this special philanthropy publication, we explore giving with intention and impact.
  • InvestorView - The Philanthropy Issue: Turning Up the Volume
    November 21, 2019
    • Private Banking
    Senior Wealth Planner Anne Warren discusses the Miranda family’s philanthropic commitment and activity, including a new donor-advised fund program with the Hispanic Federation.
  • Family of four running up the beach
    November 21, 2019
    • Private Banking
    We cover key areas of the philanthropic journey, highlighting considerations when thinking about how to give back.
  • 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.
  • Lea Culver in front of Culver Suppor Center
    November 21, 2019
    • Private Banking
    We sit down with philanthropist Lea Culver, co-founder of fast-casual restaurant chain Culver’s, to discuss the work that is being done through the Culver’s Foundation, her personal approach to philanthropy and how she has engaged the next generation in her giving.
  • hands holding a cartoon globe with hands on it, peace sign, handshakes
    November 21, 2019
    • Private Banking
    Senior Wealth Planner Kerri Mast explores innovative solutions today’s philanthropists are using, including implementing new organizational structures, maximizing the impact of their investments and making nontraditional grants.
  • BBH Women & Wealth magazine cover featuring Lauren Hutton
    October 22, 2019
    • Private Banking
    In this issue of Women & Wealth Magazine, we focus on women who are breaking the mold and making history. We had the pleasure of speaking with women who are pioneers and leaders in their fields – these are women who have been “firsts” and are taking care to pave the way for the women coming after them.
  • A Dad, Mom, and Child with Child on Dad's shoulder holding a red balloon
    • Private Banking
    BBH Wealth Planners Ali Hutchinson and Stacia Kroetz outline the importance of having a flexible estate plan. The future is unknowable, but centering your plan on your values and communicating regularly with your fiduciary and your family will set your family on the path to success.
  • 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.
  • Naming an Executor: The Most Underrated and Most Important Consideration in Estate Planning cover
    August 09, 2019
    5 min read
    • Private Banking
    We discuss the important decision of who to hire to act as executor of your estate to minimize family conflict and ensure the most efficient management of your assets according to your estate plan.
  • Kelley Miller in front of a red race car
    August 06, 2019
    • Private Banking
    In this issue of Women & Wealth Magazine, we focus on women who are pushing for change in some unexpected places: NASCAR and fly fishing! We also spent time with women and men who are making great strides in leveling the playing field in technology, entrepreneurship and board leadership.
  • 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.
  • Two woman sit behind a desk, both looking at a desktop monitor
    May 29, 2019
    • Private Banking
    Managing Director Brett Sovine discusses an appealing retirement savings option for working next generation members: the Roth IRA.
  • Jodi Berg and her daughter in kitchen with a mixer
    April 09, 2019
    • Private Banking
    In this issue of Women & Wealth Magazine, we explore how thriving family businesses operate, evolve and invest in the next generation.
  • 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.
  • A house being divided by a judges gavel
    February 07, 2019
    • Private Banking
    Senior Wealth Planner Kerri Mast discusses developments regarding the extent to which trusts are protected from creditors in the event of divorce.
  • person looking through telescope at night
    January 22, 2019
    • Private Banking
    In this issue’s feature article, we review why a charitable mission is important and provide guidance on how to approach crafting a mission statement that enables you to take philanthropy beyond just “being charitable” or “giving back.”
  • Family of seven in front of a truck and hay bail
    January 22, 2019
    • Private Banking
    Many parents and scholars would like to understand how the transmission of generosity from parents to children occurs. Andrea Pactor and Jacqueline Ackerman of the Lilly Family School of Philanthropy Women’s Philanthropy Institute share their findings on the “generosity gene” and how to create a strong foundation for the continuity of family giving.
  • Elderly man sitting in a chair next to a lamp on has laptop
    November 05, 2018
    • Private Banking
    BH Trust Company discusses tax planning for the terminally ill or elderly, covering the basic necessities and more advanced techniques around death-bed tax planning.
  • Small group of people using cellphones together
    July 02, 2018
    • Private Banking
    BBH Wealth Planner Karin Prangley and Relationship Manager Edward Oh provide advice on how to create a family social media policy and share guidelines to improve your digital safety.
  • Jeff Schoenfeld with The American flag, BBH flag, and LGBTQA+ flags behind him
    March 20, 2018
    • Private Banking
    We sit down with Jeff Schoenfeld to discuss his experiences as a BBH Partner, why seeking out LGBTQ-knowledgeable investment advisors and wealth planners may be useful for LGBTQ individuals, some of the financial and wealth planning obstacles that remain for LGBTQ individuals, and more.
  • close up of a dollar
    March 16, 2018
    • Private Banking
    Parents may think that after high school, there is not much more they can do to educate children about the value of money. In our latest “Guide to Talking to Children About Money,” we explore the ways that parents can prepare their college-age and emerging adult children to be financially responsible adults.
  • Diane Hessan
    March 16, 2018
    • Private Banking
    In “Five Questions,” Diane Hessan, chairman of C Space, shares the skills that have helped her navigate new industries from technology to marketing to entrepreneurship.
  • a child in a red shirt holding a jar of coins
    January 12, 2018
    • Private Banking
    Beth Milkovits, a vice president in our Private Banking Group, provides a guide for introducing the concept of money and its value to children at various stages of childhood development.
  • Multi-generation family and pet dog sit on a couch together smiling
    November 27, 2017
    • Private Banking
    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.
  • 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 held with their palms facing up
    July 27, 2017
    • Private Banking
    Senior Wealth Planner Kerri Mast discusses a common dilemma among philanthropically inclined individuals.
  • the words charity, donate, help, volunteer with images of coins in a jar
    April 26, 2017
    • Private Banking
    We discuss the permanent extension of the IRA charitable rollover, focusing on the benefits it provides philanthropic individuals in their charitable gift planning.
  • Business man with a briefcase standing on a red arrow
    November 22, 2016
    • Private Banking
    Senior Vice President Melineh Ounanian discusses how business owners who have established a trust can get their family to understand how beneficial a trust can be, setting forth some of their top benefits from the beneficiary’s perspective.

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