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  • Private Banking
  • Owner to Owner Q4 2021
    December 02, 2020
    • Private Banking
    In this issue of Owner to Owner, we host a CEO roundtable, look at leadership through crisis and cover considerations for private business owners with private foundations.
  • Abstract blue bar graph and yellow line graph
    December 02, 2020
    • Private Banking
    Tom Martin, Grant Smith and Christine Hourihan provide an overview of the business environment on three fronts: the overall economy, the credit markets and the private equity and mergers and acquisitions markets.
  • Open door with yellow light going through it
    December 02, 2020
    • Private Banking
    For the feature article of this issue, we brought together a group of CEOs in our ecosystem to discuss how they led their businesses throughout the year.
  • A woman riding on an origami boat
    December 02, 2020
    • Private Banking
    BBH Partner Kathryn George speaks with Dr. Kerry Sulkowicz about the emotional challenges that leaders face when their organization is in crisis.
  • Gray fingerprint close-up
    December 02, 2020
    • Private Banking
    Senior Wealth Planner Kerri Mast looks at considerations for private business owners with private foundations.
  • people wearing surgical masks
    July 15, 2020
    • Private Banking
    Senior Wealth Planner Kerri Mast discusses effective board governance during complex and uncertain times.
  • People playing life-sized blue Jenga
    July 15, 2020
    • Private Banking
    BBH Senior Advisor Ellen Perry discusses decision-making about social interactions during COVID-19 as restrictions are loosened and individuals have very clear differences in personal risk tolerances.
  • Jon Rennert standing in front of Zoll Medical sign
    July 15, 2020
    • Private Banking
    In the feature article of this issue of Owner to Owner, Jon Rennert, CEO of ZOLL Medical, shares how ZOLL was able to quickly ramp up ventilator production to help fight COVID-19, what the future of the office may look like and leadership through crisis.
  • BBH Owner to Owner Q3 2020 cover
    July 15, 2020
    • Private Banking
    In the third quarter 2020 issue of Owner to Owner, we explore communication, management and governance during a crisis and personal risk tolerance as the world continues to change as a result of COVID-19.
  • Jon Rennert
    July 09, 2020
    • Private Banking
    Jon Rennert, CEO of ZOLL Medical, shares how his company was able to drastically ramp up ventilator production to support U.S. hospitals during the COVID-19 crisis.
  • Owner to Owner Q4 2019
    January 23, 2020
    • Private Banking
    In this edition of Owner to Owner, we interview husband and wife duo, Tyler and Rebecca Morse of MCR Hotels, as well as cover building family business governance structures in earlier stage companies and review the business environment.
  • Business financial concept with double exposure of candle stick graph chart of stock market investment trading.
    • Private Banking
    Tom Martin, Grant Smith and Christine Hourihan provide an overview of the business environment on three fronts: the overall economy, the credit markets and the private equity and mergers and acquisitions markets.
  • The Morse family, Tyler and Rebecca Morse with their two young girls, stand together smiling
    January 23, 2020
    • Private Banking
    In the feature article of this issue of Owner to Owner, we sit down with Tyler Morse, founder and CEO of MCR Hotels, and his wife and creative partner, Rebecca Morse, to discuss developing the TWA Hotel, scaling the business and working with your spouse.
  • People putting puzzle piece together
    January 23, 2020
    • Private Banking
    Travis Dunn and Nick Maglio discuss creating governance structures in family businesses with first and second generation ownership and why even companies with relatively few shareholders can benefit from doing so.
  • Owner to Owner Q3 2019
    September 12, 2019
    • Private Banking
    In the third quarter 2019 issue of Owner to Owner, we sit down with third-generation family business Cervera Real Estate, discuss dividend policies for family businesses, look at navigating life after liquidity and review the business environment.
  • Cartoon people on a life size piggy banks with dollar bills and coins
    September 12, 2019
    • Private Banking
    John Secor, Ajit George, Kyle Gordon and Carson Christus of our Corporate Advisory Group outline five options for family business owners that are committed to formalizing a dividend policy.
  • mom holding son with dad swinging son in air
    September 12, 2019
    • Private Banking
    BBH Senior Advisor Ellen Perry discusses the complexities surrounding a liquidity event and cover ways to make the transition more successful.
  • Four ladies standing behind a table with one woman sitting in chair
    September 12, 2019
    • Private Banking
    In the feature article of this issue of Owner to Owner, we sit down with third-generation family business Cervera Real Estate to discuss playing the long game when it comes to best serving clients, navigating the complexities of a family business and planning for succession.
  • Headshot of Kerry Sulkowicz, M.D.
    June 21, 2019
    • Private Banking
    In the feature article of this issue of Owner to Owner, we sit down with Kerry Sulkowicz, M.D., the founder of the Boswell Group, to discuss the challenges leaders face, the complexities of leadership in private and family businesses and the common qualities he has seen in the best leaders.
  • Headshot of  Michael Preston
    June 21, 2019
    • Private Banking
    We sit down with Michael Preston, an adjunct professor at Columbia Business School and the co-director of its Family Business Program, to hear insights and advice gleaned from teaching the next generation of family business owners for more than two decades.
  • Three business people sitting in chairs in a row
    June 21, 2019
    • Private Banking
    Wealth Planner Nicole Jackson Leslie provides an overview of key estate plan personnel and criteria to keep in mind when filling these roles.
  • Two men sitting on a purple couch with glass jewelry display cases and marble fireplace
    March 28, 2019
    • Private Banking
    In the feature article of this issue of Owner to Owner, we sit down with Ward and Nico Landrigan, the father-son duo behind fine jewelry lines Verdura and Belperron, to discuss Ward’s acquisitions of the two brands, Nico’s decision to join the family business and their approach to handling communication.
  • Business men and women at a conference table
    March 28, 2019
    • Private Banking
    Travis Dunn and Nicholas Maglio provide an overview of family business advisory boards and discuss their benefits, composition and steps for getting started.
  • A large percentage symbol made smaller numbers
    March 28, 2019
    • Private Banking
    Managing Director Brett Sovine discusses section 6166 of the Internal Revenue Code, which in certain situations permits the executor of an estate to defer federal estate tax on a closely held business following an owner’s death.
  • Image of Tim Belk and his family on their farm
    November 28, 2018
    • Private Banking
    In the feature article of this issue of Owner to Owner, we sit down with Tim Belk, former CEO of the Belk department store chain, to discuss what running a family business entails, the process of selling his family’s 127-year-old company and why organic farming is one of his post-Belk ventures.
  • jigsaw puzzle piece with silouttes of 6 people
    November 26, 2018
    • Private Banking
    Travis Dunn and Nicholas Maglio provide an overview of family business governance, including its definition and purpose, benefits, resource commitment and steps to begin implementation.
  • Smiling woman with short hair and a black leather jacket crossing her arms
    August 23, 2018
    • Private Banking
    In the feature article of this issue of Owner to Owner, we sit down with Nicole Sahin, CEO and founder of Globalization Partners, along with two of the firm’s executives, Debbie Millin and Nancy Cremins, to discuss turning a vision into a reality, instilling and maintaining company culture through rapid growth and coming together to make strategic decisions.
  • A business woman stands with her hands behind her back, looking outside a window
    • Private Banking
    John Secor, Ajit George, Kyle Gordon and Carson Christus from our Corporate Advisory team discuss family and business factors that come into consideration when debating whether now is the time to sell the family business.
  • August 23, 2018
    • Private Banking
    Relationship Manager Reed Smith and Retirement and Trust Associate Matthew Senger break down the differences in setup, administration and contribution limits among three retirement strategies for small-business owners and the self-employed: the SIMPLE IRA, the Solo 401(k) and the SEP IRA.
  • A group of confused people on tangled ladders in chaos next to another group of people working together on ladders in an organized way
    • Private Banking
    Benjamin Persofsky, John Secor and Brett Sovine address the different types of recapitalizations and what to consider when evaluating one. In addition, they zero in on shareholder reorganizations, a common form of recapitalization for families seeking to maintain control of the company during a capital event.
  • John and Sue Leone
    May 30, 2018
    • Private Banking
    In the feature article of this issue of Owner to Owner, we sit down with father-daughter duo John and Sue Leone of Bonney Forge to discuss how the company evolved into a family business, what it is like to work with family members and how they have approached succession planning.
  • Business men and women playing tug of war
    May 30, 2018
    • Private Banking
    We speak with Ellen Perry, a Senior Advisor to BBH, to discuss the complexities around decision-making in a family business, how families can overcome decision blockers and the tools families can use to foster better decision-making.
  • 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.
  • Bags of coffee in a warehouse
    March 20, 2018
    • Private Banking
    In the feature article of this issue of Owner to Owner, we sit down with Travis Boersma, the founder and CEO of Dutch Bros Coffee, to discuss growing and scaling the business, the importance of people, values and culture and why he’s in the relationship business, not the coffee business.
  • Headshot of Bill Tyree
    March 20, 2018
    • Private Banking
    As BBH kicks off its bicentennial anniversary, we speak with Managing Partner Bill Tyree about critical turning points at the firm, the company’s culture and values and the importance of speaking up.
  • 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.
  • Scale weighing a house vs. work with teal background
    • Private Banking
    John Secor, Ajit George and Kyle Gordon discuss a key issue faced by family businesses: the difficulty of managing capital and liquidity demands. They zero in on a critical factor of finding the right balance – patient capital – and provide advice on how family businesses can achieve this important objective.
  • Business woman holding a magnifying class to look at a stack of papers
    August 31, 2017
    • Private Banking
    Relationship Manager Reed Smith and Wealth Planner Ali Hutchinson break down the forms of joint property ownership, honing in on tenancy by the entirety and its advantages for business owners.
  • Hand holding a paper family and umbrella on green background
    August 17, 2017
    • Private Banking
    Alison Hutchinson and Melineh Ounanian discuss the fundamentals an individual must follow in order to be a good trustee when the trust owns business interests.
  • Two large hands shaking with two tiny people in the foreground
    May 23, 2017
    • Private Banking
    Wealth Planner Anne Warren discusses a succession planning tool for family business owners, which is critical though often overlooked: buy-sell agreements.
  • Photo of Keith Campbell, Chairman of Mannington Mills
    May 23, 2017
    • Private Banking
    In the feature interview of this issue of Owner to Owner, BBH sits down with Keith Campbell, chairman of family-owned business Mannington Mills. We discuss the company’s approach to succession planning, hiring non-family executives, the importance of having stated values and a mission and the benefits of a family council.
  • 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.
  • A man in an office looking out of the window at other skyscrapers
    November 22, 2016
    • Private Banking
    John Secor, Ajit George and Kyle Gordon examine attracting and retaining professional executives in a closely held business. They discuss both the “softer” areas of focus that lead to success in hiring and retaining executives, as well as short- and long-term compensation structures.
  • Siloutte of a woman and man looking thru folders and casting shadows
    May 27, 2016
    • Private Banking
    John Secor and Ajit George discuss the importance of proper capital allocation for private company business owners and break down how to develop the framework for making such decisions.
  • a pendulum with four silver  balls
    March 01, 2016
    • Private Banking
    Wealth Planner and Regional Trust Head Kerri Mast writes about qualitative matters related to business succession, focusing on the importance of family values.
  • Two hands passing a legal document.
    August 27, 2015
    • Private Banking
    Wealth Planner Anne Warren discusses grantor retained annuity trusts (GRATs) and sales to grantor trusts as planning techniques for owners of businesses that are expected to increase in value significantly over the short-term.

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