Insights Library

Explore Our Insights

  • Topic
    Apply Filters
  • Publication
    Apply Filters
  • Content Type
    Apply Filters
  • Line of Business
    Apply Filters
  • Alternatives
  • Business Transformation
  • Commodity Markets
  • Currency Strategy
  • Endowments and Foundations
  • ESG
  • Exchange-traded Funds
  • Equity Investing
  • Family Office
  • Fixed Income Investing
  • Global Asset Trends
  • Investment Commentary
  • Markets and Economy
  • Private Business Ownership
  • Regulatory Intelligence
  • Technology
  • Wealth Planning and Trust
  • Women and Wealth
  • Commodity Markets Update
  • Exchange Thoughts
  • FX Quarterly
  • InvestorView
  • Mind on the Markets
  • On the Regs
  • Owner to Owner
  • Structured Fixed Income Quarterly Update
  • Women & Wealth Magazine
  • Article
  • Audio
  • Biography
  • Blog
  • Commentary
  • Infographic
  • Interview
  • Newsletter
  • Prospectus
  • Report
  • Roundtable
  • Strategy Document
  • Strategy Fact Sheet
  • Strategy Update
  • Survey
  • Video
  • Webinar
  • Webcast
  • Whitepaper
  • Firm
  • Investment Management
  • Investor Services
  • Private Banking
  • 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.
  • Danielle Duboise and Whitney Tingle, Founders and Co-CEOs of Sakara Life
    July 13, 2021
    • Private Banking
    In the feature article of this issue of Women & Wealth Magazine, we speak with Danielle Duboise and Whitney Tingle, co-founders and co-CEOs of Sakara Life, who started the company with $700. Now, Sakara Life has delivered millions of organic plant-based meals nationwide, enabling customers to transform their lives through the power of food as medicine.
  • Wave crashing over the Douro Lighthouse, Porto, Portugal
    July 13, 2021
    • Private Banking
    Struggling is not bad! We recently spoke with Karen Reivich, Ph.D., who talks about the how and why of regularly flexing and exercising your resilience skills, particularly during challenging times.
  • 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.
  • Trina Assur, Co-Founder of The Phoenix Brand
    July 13, 2021
    • Private Banking
    We speak with Trina Assur, co-founder of The Phoenix Brand, about what inspired her to launch the sustainable clothing line, the challenges of starting a business at the onset of COVID-19 and the importance of remaining true to your values and mission in a growing space.
  • Victoria Mars with blue abstract background behind her.
    June 02, 2021
    • Private Banking
    We sit down with Victoria Mars, former chairman and first corporate ombudsman of Mars, to discuss running a successful family business for 110 years, engaging family members after five generations and leveraging values and principles to maintain focus.
  • 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-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.
  • Shelly Wilson
    April 28, 2021
    • Private Banking
    In our feature article, we speak with Chime Solutions Co-Founder and COO Shelly Wilson about the company’s mission and vision, the impact the business is having in the communities in which it operates and what’s next following tremendous momentum over the past year.
  • By the Numbers Infographic Illustration
    April 28, 2021
    • Private Banking
    In our “By the Numbers” infographic, we look at sustainability and social responsibility, examining the benefits of investing time and resources into these areas, as well as rising demand and trends.
  • Women-Wealth-2021-Five-Pieces-of-Advice-From-A-Professional-Trustee
    • Private Banking
    Senior Wealth Planner Alison Hutchinson and Chief Fiduciary Officer Melineh Ounanian outline some ideas for how trust beneficiaries can learn more about their roles and responsibilities.
  • Collage of 21 Woment to Watch in 2021
    April 28, 2021
    • Private Banking
    These inspiring women have demonstrated their power as models of female leadership and innovative entrepreneurs and are having outsized impact in their fields.
  • Dr. Santomauro
    April 28, 2021
    • Private Banking
    In “Five Questions,” we speak with Dr. Joanne Santomauro, founder and CEO of Ancillare, about the work her company has been doing throughout the COVID-19 pandemic, leadership during crisis and what the business is doing to support advancements in women’s healthcare and pharmaceuticals.
  • Business woman holding telescope standing on red up arrow to go up in  career.
    March 11, 2021
    • Private Banking
    We highlight key insights from a recent discussion with Anne-Marie Slaughter and Juliette Kayyem on the future of women, wealth and work.
  • Colorful circles featuring historical woman in finance
    March 02, 2021
    • Private Banking
    Our Female Finance Firsts feature showcases the achievements of 13 women who were pioneers in the finance and business fields.
  • 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.
  • 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.
  • Dr. Jeffrey Borenstein sittin in his office with view of a city through the window
    January 25, 2021
    • Private Banking
    Dr. Jeffrey Borenstein, president and CEO of the Brain & Behavior Research Foundation, describes the troubling trends in mental health in the wake of COVID-19 and provides a roadmap for thinking about productive coping mechanisms and how to support loved ones.
  • 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.
  • Maroa Velez
    January 25, 2021
    • Private Banking
    In “Five Questions,” we speak with BBH Partner Maroa Velez about her career, lessons learned throughout the journey and the importance of fostering an inclusive workplace.
  • Female figure illustration with face covering and gems on background.
    January 25, 2021
    • Private Banking
    In our “By the Numbers” infographic, we look at mental health and wellness in the time of COVID-19, examining the impact of 2020 on our collective mental well-being, as well as some signs that there is hope on the horizon.
  • Mother and daughter working on a laptop
    October 01, 2020
    • Private Banking
    We speak with best-selling authors Eve Rodsky and Brigid Schulte about how families can live and work together with less tension, fairer division of labor and more leisure time.
  • 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.
  • Picture of Kathy Reichs with a skull
    October 01, 2020
    • Private Banking
    In the feature article of this issue of Women & Wealth Magazine, we speak with forensic scientist, best-selling author and “Bones” creator Kathy Reichs about her journey to crime fiction writing, how she continues to find inspiration 20 books later and the difference between writing for TV and writing a novel.
  • COVID19 and The Impact on Women Infographic
    October 01, 2020
    • Private Banking
    In our “By the Numbers” infographic, we explore the enormous effect COVID-19 has had on women on the frontlines, at home and at work, as well as highlight a few silver linings to come out of the pandemic.
  • Author Kathy Reichs on the Origin of ‘Bones’ video still
    September 30, 2020
    • Private Banking
    Kathy Reichs, best-selling author and “Bones” creator, shares what inspired her to embark on a career in forensic anthropology.
  • August 24, 2020
    • Private Banking
    As our homes are now the center of work life, family life, leisure and virtual school, Adrienne Penta, executive director of the BBH Center for Women & Wealth, led a discussion with best-selling authors Eve Rodsky and Brigid Schulte on how to live and work together with less tension, fairer division of labor and more leisure time.
  • 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.
  • 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.
  • "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.
  • 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.
  • Two people stand next to human-sized dollar bills while nature grows around them
    May 26, 2020
    • Private Banking
    Relationship Manager Laura Salibello and Analyst Maddy Pellow define the basic principles of investing and share how parents can incorporate them into preliminary conversations with aspiring young investors.
  • Three people standing area financial charts and graphs and life-size bit-coin symbols
    • Private Banking
    CW&W Executive Director Adrienne Penta and BBH Relationship Manager Beth Milkovits explore the complexity of teaching the value of digital currency in a time where we increasingly store and spend money online and in the cloud.
  • Eve Rodsky
    May 26, 2020
    • Private Banking
    In “Five Questions,” best-selling author Eve Rodsky shares what motivated her to write a book “she was born to write” about achieving equity through rebalancing household responsibilities.
  • Mom, Dad, and two kids reading on the couch cover
    April 03, 2020
    • Private Banking
    Families are adjusting to the new normal of social distancing and spending exponentially more time at home together. BBH Senior Advisor Ellen Perry breaks down the psychological implications of this and provides tips for more harmonious living.
  • 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.
  • 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.
  • 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.
  • an old-fashioned typewriter with blank paper in it
    January 09, 2020
    • Private Banking
    Sharon Bially, the founder and president of BookSavvy PR, shares actionable steps for anyone looking to get started on their own book.
  • two female chefs prepare food
    January 09, 2020
    • Private Banking
    In this issue’s “By the Numbers” infographic, we highlight the contribution of women to the culinary industry.
  • 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.
  • Sheena Wright
    January 09, 2020
    • Private Banking
    Sheena Wright, the first female CEO of United Way of New York City, shares how she leads her teams to enact measurable impact across the city.
  • 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.
  • 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.
  • 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.
  • Lauren Hutton
    October 22, 2019
    • Private Banking
    In our feature article, the legendary Lauren Hutton shares travails from her multifaceted career as a model, an actress and an activist.
  • Liz O’Donnell
    October 22, 2019
    • Private Banking
    We sat down with Liz O’Donnell, founder of Working Daughter, to discuss why eldercare and the 44 million caregivers in the United States deserve a spotlight.
  •  Two faceless woman looking straight ahead with a circular graphic between them
    October 22, 2019
    • Private Banking
    In this issue’s “By the Numbers” infographic, we chronicle the strides women have made in leadership over the years and across multiple industries.
  • 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.
  • 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.
  • Maura Cunningham
    October 22, 2019
    • Private Banking
    In “Five Questions,” Maura Cunningham, founder and CEO of Rock The Street, Wall Street (RTSWS), discusses the importance of increasing girls’ confidence in the M in STEM, engaging the next generation to pursue a career in finance and her journey in building RTSWS.
  • 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 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.
  • 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.
  • Jackie Kutzer and Christine Atkins in front of lake with fishing pole
    August 06, 2019
    • Private Banking
    We speak with Christine Atkins and Jackie Kutzer, the women leading the 50/50 On the Water initiative at Orvis, to learn more about the initiative, which aims to introduce more women to the sport of fly fishing and to create gender equity on the water.
  • Two female climbers on a mountain
    August 06, 2019
    • Private Banking
    In this issue’s “By the Numbers” infographic, we illustrate the current state of the funding gap and highlight a few promising signs of change.
  • 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.
  • Cartoon people with no faces
    August 06, 2019
    • Private Banking
    We look at what it takes to get on a board, based on insights shared at a panel during the Harvard T.H. Chan School of Public Health’s “Women on Boards: Getting on and Adding Value” program.
  • Lorrie Gordon
    • Private Banking
    In “Five Questions,” Lorrie Gordon, BBH Partner, Investor Services, discusses the need for business leaders to be more fluent with technology, why the BBH Women’s Network is important to her and how BBH has changed during her tenure spanning the last quarter century.
  • 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.
  • Video image of Adrienne Penta
    June 12, 2019
    • Private Banking
    Adrienne Penta, Managing Director and Executive Director of the Center for Women & Wealth (CW&W), was selected by the Boston Estate Planning Council (BEPC) as the recipient of the 2019 BEPC Excellence Award.
  • Little boy taking part in the BBH marshmallow experiment
    June 05, 2019
    • Private Banking
    As a lesson in delayed gratification, we gave nine children one marshmallow with the promise of another if they could resist eating the first. Let’s see who passed the challenge.
  • 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.
  • 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.
  • "Talking Taxes" in pink text message bubbles on light blue background
    April 09, 2019
    • Private Banking
    Relationship Manager Laura Salibello discusses how breaking down a pay statement into six simple steps can help parents explain taxes to their children.
  • 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.”
  • Sally Brown visiting The Metropolitan Museum of Art
    January 22, 2019
    • Private Banking
    In “Five Questions,” Sally Brown, a descendant of BBH’s founder Alexander Brown, celebrates the 130th anniversary of her great-grandmother Mary Elizabeth Adams Brown’s first gift of musical instruments to the Metropolitan Museum of Art, with insight into how she amassed the more than 3,600-piece collection.
  • 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.”
  • Mom holding up daughter as both wear superhero masks and capes
    January 22, 2019
    • Private Banking
    After featuring Claire Shipman in the inaugural issue of Women & Wealth Magazine, we had the pleasure of sitting down with her once again – this time to talk about raising confident girls. When we spoke three years ago, Shipman had just published “The Confidence Code.” Now her focus has turned to girls, and she provided us the highlights of her latest release, “The Confidence Code for Girls.”
  • Young businesswoman opening office door
    January 22, 2019
    • Private Banking
    Dr. Patti Fletcher, author of best-selling book “Disrupters: Success Strategies from Women Who Break the Mold,” shares her philosophy on how women can “open the door” for themselves and others to create an environment where all talent can thrive in an increasingly diverse workforce.
  • 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.
  • Red Paper airplane in the sky above white fluffy clouds
    January 22, 2019
    • Private Banking
    Laura Salibello provides tips for how to join a nonprofit board.
  • Text that reads "Giving at a glance" and a cartoon hand putting money into a donation jar
    January 09, 2019
    • Private Banking
    Our “By the Numbers” infographic explores the patterns behind booming charitable giving and the impact of parental giving on the next generation.
  • 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.
  • Picture of Lisa Borders
    October 05, 2018
    • Private Banking
    In the feature article of this issue of Women & Wealth Magazine, we sit down with Lisa Borders, the former president of the WNBA, to discuss her efforts to raise awareness of the athleticism, action and excitement on display at a WNBA game. Borders also talks about what she learned having worked in the public, private and nonprofit sectors.
  • Iranian sports team supporters cheer in the stands at a game
    October 05, 2018
    • Private Banking
    Mara Gubuan, founder of Equality League, and Minky Worden, director of global initiatives at Human Rights Watch, speak with us about the organization’s focus on advancing women’s rights by eliminating institutional and cultural barriers to sports.
  • infographic of women in sports
    October 05, 2018
    • Private Banking
    Our “By the Numbers” infographic looks at the role of sports in supporting the physical and emotional well-being of girls and highlights the impact team sports can have on helping young women grow into powerful leaders.
  • Cartoon of girl on a bicycle
    October 05, 2018
    • Private Banking
    As screen time becomes the norm, “play” is shifting from outdoor games and sports to sedentary simulations. Kathleen Tullie, the founder and executive director of BOKS and senior director of social responsibility of Reebok International, speaks with us about her work to help children be more active.
  • Woman with raised arms at the beach
    October 05, 2018
    • Private Banking
    We sit down with Ella Wall Prichard to discuss her new book, “Reclaiming Joy: A Primer for Widows.”
  • Wooden toy block pyramid with healthcare symbols on each block
    October 05, 2018
    • Private Banking
    Dynama Insurance Founder Erin Ardleigh and BBH Relationship Manager Laura Salibello highlight key tips when buying insurance and what types of insurance to consider in your 20s and 30s.
  • A golf ball sitting just outside of a hole in the ground
    October 05, 2018
    • Private Banking
    In “Five Questions,” BBH Relationship Manager Allie Flood discusses how her involvement in golf has shaped her leadership abilities, lessons learned from playing the sport and the role of team in the game.
  • image of adrienne penta with words: Talking to Children about Money
    • Private Banking
    For parents of preschool to emerging adult children, these five videos offer tips about how to teach them to become financially responsible adults.
  • 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.
  • 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.
  • 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.
  • 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.
  • Little girl and father sitting together on a couch reading a book
    July 02, 2018
    • Private Banking
    We highlight the risks and challenges involved with the decision to leave the workforce and the steps you can ‎take to make the decision a positive one for the entire family.
  • A teenage girl holds a credit card and her mobile phone
    July 02, 2018
    • Private Banking
    BBH Relationship Manager Laura Salibello provides steps to take to prepare your child for the responsibility of getting a credit card.
  • Krista Tippett
    July 02, 2018
    • Private Banking
    In “Five Questions,” Krista Tippett, the creator and host of the public radio program and podcast “On Being,” tells us about her time as a foreign correspondent and aide to the U.S. ambassador in Berlin and discusses what she hopes her listeners take away from her podcast.
  • 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.”
  • A women with glasses stands proudly
    March 17, 2018
    • Private Banking
    In this issue’s “By the Numbers” infographic, we look at the number of women leading technology companies and promising signs of change.
  • A women with glasses stands proudly
    March 17, 2018
    • Private Banking
    In this issue’s “By the Numbers” infographic, we look at the number of women leading technology companies and promising signs of change.
  • business reports scattered on a green table with a pen and calculator on top of them
    March 16, 2018
    • Private Banking
    How can you start a conversation with your young adult child about her goals and what she may envision for her future? BBH Relationship Manager Laura Salibello discusses creating a balance sheet to engage young adult children in a conversation about current and future spending needs and goals.
  • A black square in front of a colorful abstract background
    March 16, 2018
    • Private Banking
    Women & Wealth Magazine features 18 women to watch in 2018. These incredible women are challenging the status quo, reshaping industries and changing how we live our daily lives.
  • 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.
  • Cartoon woman in pink suit standing at the top of a mountain waving a flag
    January 12, 2018
    • Private Banking
    Take risks! This is one of 10 leadership lessons from Regina Pisa, chairman emeritus of Goodwin.
  • 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.
  • a hand picking a coin off of a stack of coins
    January 11, 2018
    • Private Banking
    BBH Relationship Manager Laura Salibello provides financial tips for making the transition to college more manageable.
  • Duy-Loan Le sitting on a green couch
    January 11, 2018
    • Private Banking
    What does it take to succeed as a woman in technology? Duy-Loan Le, the first woman to be nominated and elected to the rank of Texas Instruments Senior Fellow, tells us about her journey and her philosophy on balancing family, work and community.
  • Regina M. Pisa leaning against a railing with a body of water behind her
    January 11, 2018
    • Private Banking
    BBH Managing Director Beth Maury speaks with Regina Pisa, chairman emeritus of Goodwin, to discuss the importance of impact philanthropy and contributing to the advancement of women leaders.
  • Caduceus symbol (AKA the healthcare symbole) with twip snakes wrapped around a staff with wings
    January 11, 2018
    • Private Banking
    In the feature article of this edition of Women & Wealth Magazine, we look at three critical healthcare areas in which women are leaving their mark: fertility, mental health and aging and longevity. We speak with women who have confronted their own health-related challenges head on and developed innovative solutions in response.
  • 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.
  • "Top 10" written on chalk board
    August 22, 2017
    • Private Banking
    Selecting a private wealth manager requires one to answer a multitude of questions before making a final decision. In this commentary, Jacob Turner discusses the 10 most critical considerations high-net-worth individuals must make when hiring a private wealth manager.
  • picture of katic couric
    • Private Banking
    In our feature article, we talk to Katie Couric about her professional journey as a female journalist and broadcaster, her recent documentary film, “Gender Revolution: A Journey with Katie Couric,” and how she broaches the conversation about wealth and values with the next generation.
  • Overlapping circles of different colours with '17 Women to Watch in 2017' written in the middle
    March 08, 2017
    • Private Banking
    Women & Wealth Magazine highlights 17 women to watch in 2017. These incredible women have demonstrated their power as savvy businesswomen and models of female leadership and are united in the cause of female entrepreneurship.
  • 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.
  • Large and dense crowd of people standing and walking
    May 28, 2016
    • Private Banking
    Wealth Planner Karin Prangley discusses the benefits of and process for private business owners attaining official certifications as Minority Business Enterprises (MBE) or Women Business Enterprises (WBE).

This browser is not fully supported by our public website and may not display or function as expected for this reason. Please note, the Infuse Portal and BBH client applications fully support the IE 11 browser.

Important Information for Non-U.S. Residents

You are required to read the following important information, which, in conjunction with the Terms and Conditions, governs your use of this website. Your use of this website and its contents constitute your acceptance of this information and those Terms and Conditions. If you do not agree with this information and the Terms and Conditions, you should immediately cease use of this website. The contents of this website have not been prepared for the benefit of investors outside of the United States. This website is not intended as a solicitation of the purchase or sale of any security or other financial instrument or any investment management services for any investor who resides in a jurisdiction other than the United States1. As a general matter, Brown Brothers Harriman & Co. and its subsidiaries (“BBH”) is not licensed or registered to solicit prospective investors and offer investment advisory services in jurisdictions outside of the United States. The information on this website is not intended to be distributed to, directed at or used by any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation. Persons in respect of whom such prohibitions apply must not access the website.  Under certain circumstances, BBH may provide services to investors located outside of the United States in accordance with applicable law. The conditions under which such services may be provided will be analyzed on a case-by-case basis by BBH. BBH will only accept investors from such jurisdictions or countries where it has made a determination that such an arrangement or relationship is permissible under the laws of that jurisdiction or country. The existence of this website is not intended to be a substitute for the type of analysis described above and is not intended as a solicitation of or recommendation to any prospective investor, including those located outside of the United States. Certain BBH products or services may not be available in certain jurisdictions. By choosing to access this website from any location other than the United States, you accept full responsibility for compliance with all local laws. The website contains content that has been obtained from sources that BBH believes to be reliable as of the date presented; however, BBH cannot guarantee the accuracy of such content, assure its completeness, or warrant that such information will not be changed. The content contained herein is current as of the date of issuance and is subject to change without notice. The website’s content does not constitute investment advice and should not be used as the basis for any investment decision. There is no guarantee that any investment objectives, expectations, targets described in this website or the  performance or profitability of any investment will be achieved. You understand that investing in securities and other financial instruments involves risks that may affect the value of the securities and may result in losses, including the potential loss of the principal invested, and you assume and are able to bear all such risks.  In no event shall BBH or any other affiliated party be liable for any direct, incidental, special, consequential, indirect, lost profits, loss of business or data, or punitive damages arising out of your use of this website. By clicking accept, you confirm that you accept  to the above Important Information along with Terms and Conditions.

 
1BBH sponsors UCITS Funds registered in Luxembourg, in certain jurisdictions. For information on those funds, please see bbhluxembourgfunds.com


captcha image

Type in the word seen on the picture

I am a current investor in another jurisdiction