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  • Private Banking
  • Series of gray bubbles with one large red circle.
    • Private Banking
    Senior Wealth Planners Ali Hutchinson and Stacia Kroetz look at potential changes to the tax code under the Biden administration and explore tax planning considerations most relevant to our readers this year.
  • Key in keyhole on door silhouette.
    March 19, 2021
    • Private Banking
    Wealth Planning Associate Sara Turner covers considerations for those looking to help family members buy a home.
  • 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.
  • Two grooms on a wedding cake
    January 04, 2021
    • Private Banking
    Not all same-sex couples are rushing to the altar after the Obergefell v. Hodges ruling. Many have questions about the financial and tax ramifications of the decision to get married. In this article, we discuss the potential benefits and drawbacks to a legal marriage from that perspective.
  • Multi-Colored Wrapped Presents
    January 04, 2021
    • 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.
  • Family sitting around a table enjoying a meal, with one family member on the computer screen
    December 16, 2020
    • 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.
  • Gray fingerprint close-up
    December 02, 2020
    • Private Banking
    Senior Wealth Planner Kerri Mast looks at considerations for private business owners with private foundations.
  • looking down a road with trees on side, the year 2020 and 2021 written on road
    • Private Banking
    As the end of 2020 nears, we highlight year-end planning opportunities to consider in order to maximize your long-term goals, with your values at the forefront.
  • Blue background with world map
    November 18, 2020
    • Private Banking
    To celebrate the 5th anniversary of the BBH Center for Women and Wealth, BBH hosted a conversation with: Anne-Marie Slaughter, the CEO of New America and the Bert G. Kerstetter '66 University Professor Emerita of Politics and International Affairs at Princeton University, and Juliette Kayyem, Faculty Chair, Homeland Security Program, Harvard's Kennedy School, Former Asst. Secretary at DHS and CNN National Security Analyst.
  • Red and blue cartoon of man with Republican brain and woman with Democrat brain
    October 26, 2020
    • Private Banking
    Emotions are high as the presidential election nears. BBH Senior Advisor Ellen Perry provides suggestions for communicating with family and fostering togetherness during this intense election season.
  • 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.
  • 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.
  • White Capital Building on blue background
    August 12, 2020
    • Private Banking
    As the November U.S. presidential election draws closer, Senior Wealth Planner Ross Bruch covers the Democratic party’s tax plan and discusses planning opportunities to consider before year-end.
  • people wearing surgical masks
    July 15, 2020
    • Private Banking
    Senior Wealth Planner Kerri Mast discusses effective board governance during complex and uncertain times.
  • Blue and orange sunset at beach
    July 14, 2020
    • Private Banking
    Due to COVID-19, many have found themselves settled in places other than their typical residences. Senior Wealth Planner Karin Prangley explores the tax implications.
  • 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.
  • Woman in a mask carrying a box of food
    May 15, 2020
    • Private Banking
    The COVID-19 pandemic has understandably shifted philanthropists’ mindsets. Senior Wealth Planner Kerri Mast analyzes recent survey results on this topic.
  • 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 and Wealth Planning Associate Sara Turner share why now is a good time to examine your estate plan and offer 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.
  • 5 hands hands all hold a puzzle-piece of a heart. The hands come together with their puzzle-pieces to create the shape of a heart
    April 24, 2020
    • Private Banking
    The CARES Act includes additional support for nonprofits through the expansion of charitable deductions. Wealth Planning Associate Sara Turner explores the implications for individuals and corporations.
  • 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.
  • question mark shaped bird nest with a golden egg
    April 21, 2020
    • Private Banking
    Wealth Planning Associate Sara Turner discusses the implications of the CARES Act on certain rules regarding retirement plans.
  • 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.
  • A scale weighing time and money with a blue background
    April 03, 2020
    • 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.
  • Hand of coach drawing American football strategy with black marker on white background
    March 24, 2020
    • Private Banking
    Senior Wealth Planner Alison Hutchinson delves into the advantages of intra-family loans in this current low interest rate environment.
  • Hand of coach drawing American football strategy with black marker on white background
    March 17, 2020
    • Private Banking
    Senior Wealth Planner Alison Hutchinson explores time-sensitive and beneficial wealth planning strategies to consider amid the current volatility.
  • 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, Caroline Thomas and Thomas Martin, both Senior Investment Analysts, provide 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.
  • View from above a table with a calcultoar, keyboard and mug with a plus and check sign
    November 21, 2019
    • Private Banking
    Senior Wealth Planner Karin Prangley provides an overview of donor-advised funds, including some of the biggest dos and don’ts.
  • 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.
  • Full cover of the winter 2019 issue of Women and Wealth Magazine
    January 22, 2019
    • Private Banking
    In this issue of Women & Wealth Magazine, we focus on philanthropy and how to maximize impact – on both our philanthropic objectives and the next generation.
  • 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.
  • Lisa Borders surrounded by orange basketballs
    October 05, 2018
    • Private Banking
    In this issue of Women & Wealth Magazine, we explore the power of sports to create unity, drive gender equality and improve children’s health.
  • 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.
  • Multi Generation Family Walking On Winter Beach With Dog Relaxing
    • Private Banking
    In the feature article of this issue of InvestorView, 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.
  • A pair of hands shaking in the shape of a heart
    July 26, 2018
    • 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.
  • Abstract water waves
    July 26, 2018
    • Private Banking
    Senior Wealth Planners discuss upstream gifting, an increasingly popular estate planning technique following the recent tax legislation that involves making gifts up the family tree, rather than downstream.
  • 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.
  • cartoon calculator and notebook
    March 21, 2018
    • Private Banking
    Wealth Planner Karin Prangley discusses the QSBS election – a method used to sell shares in a C corporation completely or partially income tax-free.
  • image of Jeff Schoenfeld
    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.
  • 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.
  • Diane Hessan
    November 27, 2017
    • 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.
  • 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.
  • Giant red heart of money held by hands
    October 18, 2017
    • Private Banking
    In the feature article of this edition of Women & Wealth Magazine, Adrienne Penta examines the criticality of intergenerational communication around wealth values. She highlights the essential values that families should discuss with one another and describes the tools that BBH recommends to facilitate these conversations.
  • 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.
  • Video image of Jeffrey Schoenfeld
    April 11, 2017
    • Jeff Schoenfeld
    • Private Banking
    In this video, BBH Partner Jeff Schoenfeld discusses why it is important for LGBTQ couples and individuals to identify investment advisors and wealth planners who understand their unique needs.
  • Business man with a briefcase standing on a red arrow
    November 22, 2016
    • Private Banking
    Melineh Ounanian of our Trust Companies 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.
  • Plastic figures of a married couple, with a pile of coins behind them
    July 28, 2016
    • Private Banking
    Wealth Planner Ali Hutchinson looks at spousal access 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.

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