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  • Market-Portfolio-Update-Q1-2023-Cover
    January 24, 2023
    • Private Banking
    BBH Private Banking Chief Investment Officer Suzanne Brenner and Deputy Chief Investment Officer Justin Reed review the markets and provide an update on our current portfolio positioning and priorities.
  • A Dad, Mom, and Child with Child on Dad's shoulder holding a red balloon
    • Private Banking
    BBH Senior 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.
  • Multi-Colored Wrapped Presents
    January 06, 2023
    • 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.
  • Women-Wealth-2021-Five-Pieces-of-Advice-From-A-Professional-Trustee
    January 05, 2023
    • Private Banking
    Alison Hutchinson and Melineh Ounanian outline some ideas for how trust beneficiaries can learn more about their roles and responsibilities.
  • Two wedding bands to signify being wed
    January 04, 2023
    • 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.
  • A large percentage symbol made smaller numbers
    January 03, 2023
    • 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.
  • Photo of adult woman walking in nature and holding hands with two children.
    • Private Banking
    How can we continue to foster family togetherness in 2023? Ali Hutchinson and Laura Salibello share five resolutions to help your family stay connected this year.
  • December 15, 2022
    • Private Banking
    Do you want to be more philanthropic but have no idea where to begin? Getting started with philanthropy can be daunting at first, but adding structure to your approach can help you feel less overwhelmed and allow you to create a roadmap.
  • Christina Pardy portrait with Next Gen logo
    December 15, 2022
    • Private Banking
    In our winter Next Gen Spotlight, Mackenzie Dowling sits down with Christina Pardy, founder and CEO of Sh*t That I Knit, to talk about turning your side hustle into a full-time job and giving back to others all at the same time.
  • December 15, 2022
    • Private Banking
    Private Client Associate Mary Burton is part of our Next Generation Experience team in Charlotte, North Carolina. Here, she discusses her experience in making philanthropy part of her life and shares insights from other BBHers about how they do the same.
    • 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.
  • person looking through telescope at night
    November 28, 2022
    • Private Banking
    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.”
  • Illustration of woman overlooking her investments.
    November 28, 2022
    • Private Banking
    We discuss the ways in which the worlds of investing and philanthropy are becoming more integrated and the importance of cross-generational conversations around this topic. Article written by Kaitlin Barbour.
    • 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.
  • Owner to Owner Publication Fall 2022
    November 15, 2022
    • Private Banking
    In this issue of Owner to Owner, we speak with the team behind Peay Vineyards, share a strategy for managing your business’s liquidity during times of uncertainty, and look at fostering resilience in the workplace.
  • Financial rising graph and chart with lines and numbers that illustrate stock market behaviour.
    November 15, 2022
    • Private Banking
    Michael Conti, Neriah Ray-Saunders, and Christine Hourihan provide an overview of the economy, credit markets, and private equity and mergers and acquisitions markets.
  • November 15, 2022
    • Private Banking
    In the feature article of this issue of Owner to Owner, we sit down with the team behind Peay Vineyards – Vanessa Wong, Nick Peay, and Andy Peay – to discuss what drove their interest in wine, how they approach winegrowing and winemaking, and how they differentiate themselves in a competitive industry.
  • Money question, where to invest, pay off debt or invest to earn profit, financial choice or alternative to make decision concept, businessman investor holding money coin thinking about investment.
    November 15, 2022
    • Private Banking
    BBH Managing Director Lewis Hart shares a three-pronged strategy for effectively managing your business’s liquidity during times of volatility and uncertainty.
  • 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.
  • Person putting a coin into a donation box.
    November 09, 2022
    • Private Banking
    Head of Philanthropic Advisory 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.
  • A house being divided by a judges gavel
    November 04, 2022
    • Private Banking
    Senior Wealth Planner Kerri Mast discusses developments regarding the extent to which trusts are protected from creditors in the event of divorce.
  • "Talking Taxes" in pink text message bubbles on light blue background
    November 03, 2022
    • 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.
  • ""
    November 01, 2022
    • Private Banking
    Senior Wealth Planner Ross Bruch examines the role buy-sell agreements can play in helping family businesses plan for intrafamily succession.
  • October 28, 2022
    • Private Banking
    BBH Private Banking Chief Investment Officer Suzanne Brenner and Deputy Chief Investment Officer Justin Reed review the markets and provide an update on our current portfolio positioning and priorities.
  • several business professionals looking for something, with magnifying classes, binoculars, and a computer
    October 27, 2022
    • Private Banking
    We discuss factors that come into play when investing for endowments and foundations.
  • 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.
    • Private Banking
    Adrienne Penta, executive director of the Center for Women & Wealth, and Ben Persofsky, executive director of the Center for Family Business, share insights gleaned from recent BBH research on how family businesses can be inclusive in developing future leaders.
  • October 24, 2022
    • Private Banking
    In this issue’s “By the Numbers,” we look at the significant impact of family-owned businesses in the world and their communities, as well as how they are measuring up on diversity and inclusion.
  • October 24, 2022
    • Private Banking
    Brigid Schulte, best-selling author and director at the Better Life Lab at New America, shares a data-driven toolkit for managers and leaders as we all navigate an uncharted new era of work.
  • Close up on a conceptual clock with the text early late and on time. Concept of good timing and choosing the right moment.
    October 24, 2022
    • Private Banking
    Deputy Chief Investment Officer Justin Reed discusses market timing. He explores its allure and pitfalls, stressing our belief that the adoption of a value-oriented, bottom-up investment approach, along with a long-term investment horizon and prudent rebalancing plan, is a far more compelling investment strategy.
  • 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.
  • October 24, 2022
    • Private Banking
    In “Five Questions,” we speak with Meghan Juday, chairman of IDEAL Industries, about leading the board as a fourth-generation family member, how she hopes to help other women succeed in similar roles and what she sees as the most important leadership quality.
  • 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.
  • a hand picking a coin off of a stack of coins
    September 29, 2022
    • Private Banking
    BBH Relationship Manager Laura Salibello and Associate Maddy Pellow provide financial tips for making the transition out of college more manageable.
  • Digital illustration of online learning and the education process
    September 29, 2022
    • Private Banking
    As our Next Gen clients think about their future, they often ask about the importance of earning a distinction beyond their undergrad degree with a CFA, CFP, or MBA. So how do you know which path is right for you? We sat down with two BBHers to discuss the qualifications they pursued after college and how each affected their career.
  •  Image of Michael Russell Jr
    September 29, 2022
    • Private Banking
    In our fall Next Gen Spotlight, Mackenzie Dowling sits down with Michael Russell Jr. to talk about growing up in a family business and forging your own path.
  • "Top 10" written on chalk board
    August 09, 2022
    • 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.
  • Road way location Infographic with pin pointers
    August 09, 2022
    • Private Banking
    Senior Wealth Planner Kerri Mast discusses qualitative matters related to business succession, focusing on the importance of family values.
  • Owner to Owner summer issue publication cover
    August 01, 2022
    • Private Banking
    In this issue of Owner to Owner, we look at considerations when transferring private business shares to the next generation, discuss what business owners should be thinking about in this inflationary economy, examine QSBS elections and provide an overview of industrial revenue bonds.
  • Multi exposure of abstract virtual financial graph hologram on blurry skyline background, forex and investment concept
    August 01, 2022
    • Private Banking
    We provide an overview of the economy, credit markets, and private equity and mergers and acquisitions markets.
  • 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.
  • businessman pulling open calm sea curtain covered dark stormy ocean background
    August 01, 2022
    • Private Banking
    John Secor and Ajit George of our Corporate Advisory team look at challenges business owners are facing in this inflationary economy and discuss how they can navigate this uncertainty.
  • 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.
  • Cover - as rates rise
    August 01, 2022
    • Private Banking
    Justin Capozzi and John Wert of our Corporate Advisory & Banking team discuss industrial revenue bonds, a creative tool in the marketplace available to U.S. manufacturing companies for domestic capital expenditures.
  • ""
    August 01, 2022
    • Private Banking
    For those hesitant to create an estate plan, Wealth Planner Ali Hutchinson discusses tax-efficient options for transferring wealth to future generations or charity that require no long-term commitment, trusts or legal fees.
  • ""
    • Private Banking
    BBH Chief Investment Officer Suzanne Brenner and Deputy Chief Investment Officer Justin Reed review the markets and provide an update on our current portfolio positioning and priorities.
  • 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.
  • Two girls are playing chess in the garden on the grass. An old wooden chessboard with pieces. Children's games on vacation. The rules of the game. Logical thinking. Think through the moves of the game
    July 25, 2022
    • Private Banking
    Dr. Marisa Porges, head of school at the Baldwin School, discusses how we can teach girls the skills they need to thrive in today’s workplace.
  • 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.
  • Juliette Kayyem
    July 25, 2022
    • Private Banking
    In “Five Questions,” Juliette Kayyem, national security expert and author, shares guidance on how we can better prepare ourselves to live in a world with more frequent disasters.
  • Full cover of the Summer  20212 InvestorView Magazine.
    July 18, 2022
    • Private Banking
    InvestorView looks at investing through market volatility, blockchain and the cryptoasset ecosystem, the increasing integration of investing and philanthropy and private air travel options and considerations.
  • July 18, 2022
    • Private Banking
    In the feature article of this issue of InvestorView, BBH Chief Investment Strategist Scott Clemons looks at investing in a perpetual state of uncertainty. He looks at the implications for asset allocation and investment implementation and in the end reminds us that price volatility is the friend of the patient and disciplined investor.
  • Abstract depiction of blockchain.
    • Private Banking
    We speak with Chief Investment Officer Suzanne Brenner and Deputy Chief Investment Officer Justin Reed to get a closer look at blockchain and the cryptoasset ecosystem.
  • 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.
  • Five hands holding numbered hearts
    June 24, 2022
    • Private Banking
    Senior Wealth Planner Kerri Mast discusses the steps to take to establish a new charitable organization.
  • 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.
  • ""
    June 16, 2022
    • Private Banking
    In this article, we discuss family offices, what it takes to create one, who should consider creating one and who is better suited to work with an established private wealth manager focused on ultra‐high‐net‐worth clients.
  • 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.
  • May 10, 2022
    • Private Banking
    BBH Chief Investment Strategist Scott Clemons discusses recent market volatility and examines the driving forces behind the current environment. In such markets, he reminds us, patience and discipline are essential.
  • 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.
  • Care Compassion and Customer Care-Cover
    May 09, 2022
    • Private Banking
    In the feature article of this issue of Women & Wealth Magazine, we speak with PK Scheerle, R.N., former CEO of GIFTED Healthcare and CEO of NursesEverywhere, about the lessons learned on her path to entrepreneurship, her career-long advocacy of nurses and her latest venture focused on helping to educate the public about their rights to access nursing care.
  • 22 Women to Watch in 2022
    May 09, 2022
    • Private Banking
    We feature 22 women and share how 2022 is set to be a pivotal year in their professional journeys.
  • illustration of multigenarational women with a female hand donating money into a collection can.
    May 09, 2022
    • Private Banking
    In this issue’s “By the Numbers,” we highlight the research of the Women’s Philanthropy Institute at the Indiana University Lilly School of Philanthropy and trends in women’s philanthropy, including women’s influence on household giving, the growing popularity of giving circles and the increase in giving to women and girls.
  • International Philanthropy Supporting Causes -Cover
    May 09, 2022
    • Private Banking
    Senior Wealth Planner and Director of Philanthropic Advisory Kerri Mast explores options for philanthropists wishing to support charities around the world.
  • Janine Zozaya-cover
    May 09, 2022
    • Private Banking
    In “Five Questions,” we speak with Janine Zozaya of Amigos de Jesús (ADJ) about her work with the organization, current challenges and opportunities ADJ is facing and how philanthropists can think about making an impact.
  • 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.
  • May 01, 2022
    • Private Banking
    During a crisis, effective communication is critical for business leaders. We provide our top 10 tips for communicating with key stakeholders during a crisis.
  • ""
    April 26, 2022
    • Private Banking
    BBH Chief Investment Officer Suzanne Brenner and Deputy Chief Investment Officer Justin Reed review the markets and provide an update on our current portfolio positioning and priorities.
  • 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.
  • March 14, 2022
    • Private Banking
    As inflation surges, BBH Chief Investment Strategist Scott Clemons discusses the reasons behind higher prices. In addition, he covers what we expect to see from inflation over the course of 2022.
  • 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.
  • Ukraine flag, three dimensional render, satin texture
    February 25, 2022
    • Private Banking
    Vladimir Putin’s decision to invade Ukraine piles even more uncertainty onto financial markets already burdened with inflation, rising interest rates, and the lingering implications of the COVID19 pandemic. BBH’s Chief Investment Strategist Scott Clemons breaks down the latest.
  • 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.
  • February 03, 2022
    • Private Banking
    In this quarter’s update, the Investment Research Group examines our confidence in the BBH investment approach and our managers’ ability to generate attractive long-term returns despite uncertainties in the markets.
  • A road intersection with a sign post with the words inflation, housing, interest rates, markets and unemployment.
    January 26, 2022
    • Private Banking
    We start the new year at the crossroads on many issues, with implications for the economy, business, and financial markets. Which way now? BBH Partner and Chief Investment Strategist Scott Clemons explains.
  • Full cover of the Q1 20212 InvestorView Magazine.
    January 26, 2022
    • Private Banking
    In this issue of InvestorView, we look at 2022 as a transitional year from the impact of the pandemic to more traditional economic behaviors. Plus, we explore the “magic” of qualified small business stock tax benefits, examine how to choose a legal guardian for your child, and sit down with Barry Mills, a senior advisor to BBH.
  • College campus in the fall with an inset photo of Barry Mills
    January 26, 2022
    • Private Banking
    Barry Mills, former president of Bowdoin College, shares some of his more important lessons for endowments and foundations as they seek to navigate the challenges and opportunities present in 2022.
  • 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.
  • 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 kids pulling money off a tree.
    December 03, 2021
    • Private Banking
    In the feature article of this issue of Women & Wealth Magazine, Adrienne Penta, Executive Director of the Center for Women & Wealth, explores ten important strategies for raising children to be responsible stewards of wealth. It is never too late to start!
  • Illustration of woman on a desk chair
    December 03, 2021
    • Private Banking
    In this issue’s “By the Numbers,” we explore the continued increase in women’s control of wealth globally including the social and economic trends that are contributing to these numbers.
  • Portrait of Suzanne Brenner and Justin Reed.
    December 03, 2021
    • Private Banking
    Adrienne Penta, Executive Director of the Center for Women & Wealth, sat down with Suzanne Brenner, BBH Partner and Chief Investment Officer, and Justin Reed, Deputy Chief Investment Officer, for a candid and insightful conversation on creating a diverse team with an inclusive culture. They explore how and why that may lead to better outcomes for our clients.
  • 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.
  • Portrait of Joann Hanson.
    December 03, 2021
    • Private Banking
    In Five Questions, we speak with JoAnn Hanson, President of the Church Investment Group, about the organization’s interest in sustainable investing as well as her lessons for young people.
  • July 29, 2021
    • Private Banking
    InvestorView looks at the threat of inflation in the post-pandemic economy, discusses our approach to asset allocation and examines the estate administration landscape.
  • 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.
  • All-Rise-The-Threat-of-Inflation-In-The-Post-Pandemic-Economy
    July 29, 2021
    • Private Banking
    In the feature article of this issue of InvestorView, BBH Chief Investment Strategist Scott Clemons discusses the threat of inflation as we emerge from the COVID-19 pandemic.
    • Private Banking
    BBH Chief Investment Officer Suzanne Brenner and Deputy Chief Investment Officer Justin Reed review the markets and provide an update on our current portfolio positioning and priorities.
  • 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
    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.
  • View looking of buildings  with a graph and numbers
    June 03, 2021
    • Private Banking
    We speak with Drew Lichter, vice president of corporate strategy and development at Mobius Risk Group, about the advantages of using financial instruments and market strategies to hedge against commodity price risk.
  • Owner to Owner Q2 2021
    June 02, 2021
    • Private Banking
    Owner to Owner examines issues around growth, liquidity and control in private business ownership, speaks with a 110-year-old family business and examines lessons for the intersection of business, personal values and philanthropy.
  • Stock market business graph chart on digital screen.
    June 02, 2021
    • Private Banking
    We provide an overview of the business environment on three fronts: the overall economy, the credit markets, and the private equity and mergers and acquisitions markets.
  • Male figure juggling three colored balls on gradient background
    • Private Banking
    Growth, liquidity and control are all interests core to private business owners, but they don’t always align. In the feature article of this issue, we speak with Rob Lachenauer, Managing Partner of BanyanGlobal, and Ben Persofsky, Executive Director of the BBH Center for Family Business, about the complications that arise around these strategic decisions when there are multiple owners with different priorities and how private business owners can best manage these competing interests.
  • 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.