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  • Whitepaper
    • Capital Partners
    As 2024 winds down, we’re turning our attention to the new year and how we can help you achieve both your business and personal goals in 2025 and beyond.
  • Model of a wooden house from wooden blocks. Words 'estate planning'. Copy space. Business concept. Beautiful grey background.
    December 09, 2024
    • Capital Partners
    We outline considerations and steps young adults should take to begin the estate planning process.
  • ""
    • Capital Partners
    Considering going back to school? BBH relationship managers provide firsthand insight on choosing between a CFA, CFP, or an MBA when pursuing post-grad education.
  • December 09, 2024
    • Capital Partners
    In our winter Next Gen Spotlight, Relationship Manager Mack Dowling sits down with Brendan Candon, co-founder and CEO of SidelineSwap, to discuss how he navigated turning his passion for sports into a successful business and the lessons he learned along the way.
  • Abstract giving hand with read heart.
    December 09, 2024
    • Capital Partners
    Defining a mission statement can amplify the impact of your giving and sustain a family’s charitable intent across generations.
  • December 05, 2024
    • Capital Partners
    Picking a healthcare plan may not be an exciting task, but it is important. Senior Relationship Associates Brooke Royer and Elise Johnston explain how to navigate open enrollment and make sense of the choices available to you.
  • ""
    December 03, 2024
    • Capital Partners
    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.
  • --
    • Capital Partners
    In this issue of The Fresh Take, we go behind the scenes with BBH equity analysts to better understand four sectors: auto, healthcare, artificial intelligence (AI), and technology and software.
  • EV Production Line on Advanced Automated Smart Factory.
    September 26, 2024
    • Capital Partners
    The auto industry is an integral part of the global economy – and poses an interesting challenge from an investment perspective. Here, we dive deeper into the industry’s latest trends.
  • Vaccine Production Facility.
    September 26, 2024
    • Capital Partners
    What do Ozempic and pet care have in common? Here is a look at the hot topics in healthcare investments.
  • Futuristic microchip processor with lights on the blue background.
    September 26, 2024
    • Capital Partners
    Artificial intelligence has recently become a feature of everyday life, but it’s been front of mind for many investors since its breakthrough moment last year. Here, we break down the players, risks, and investment opportunities in the AI space.
  • ChatGPT and Microsoft Copilot app icons on screen. Assorted AI mobile apps
    September 26, 2024
    • Capital Partners
    Technology is one of the fastest developing sectors today – but all of the buzz means it is hard to discern what makes an attractive investment in the space. Here's what to know.
  • ""
    August 23, 2024
    • Capital Partners
    BBH Relationship Manager Laura Salibello provides financial tips for making the transition out of college more manageable.
  • brown brothers harriman next gen
    • Capital Partners
    In this issue of The Fresh Take, we asked our Next Gen Summit speakers about their experiences as entrepreneurs and in the field of artificial intelligence.
  • The Fresh Take: Homebuying Edition
    • Capital Partners
    In this edition of The Fresh Take, we look to provide some helpful information to guide you in affording, protecting, and investing in your first or even tenth piece of real estate.
  • Young man and woman holding boxes and moving in new house.
    March 22, 2024
    • Capital Partners
    Buying your first home can be an exciting, but overwhelming, journey. Senior Relationship Associate Sean Kennedy covers the essentials of what to know before you buy.
  • ""
    • Capital Partners
    In this Next Gen Spotlight, Relationship Manager Myles Christian sits down with J.B. Andreassi, co-principal of Andreassi Development, rising real estate star, and reality TV personality, to discuss his journey from real estate to TV, working for the family business, and how he balances it all.
  • Colorful beach houses on a sandy beach under a blue sky on the North Carolina coast
    March 22, 2024
    • Capital Partners
    Relationship Manager Michael O'Connor reviews the advantages and risks of purchasing and owning an investment property.
  • March 22, 2024
    • Capital Partners
    Senior Wealth Planner Stacia Kroetz and Senior Relationship Associate Max Kesner address a common question we see clients wrestle with: Should I buy a house with my trust or other assets?
  • The Fresh Take: Personal Finance Edition
    • Capital Partners
    In our Q4 2023 edition of The Fresh Take, a BBH Next Gen newsletter, we highlight what you need to know about your personal finances.
  • Dollar coins falling to glass jar with books and stationary around 3d vector illustration line art
    December 13, 2023
    • Capital Partners
    The formula is simple: As we grow and mature, we turn our human capital into financial capital. BBH Chief Investment Strategist Scott Clemons and Relationship Manager Laura Salibello pull apart how we can turn that formula into a way to plan for the future – and the unexpected – using a personal balance sheet.
  • Gaurav Sharma
    December 13, 2023
    • Capital Partners
    In this Next Gen Spotlight, Relationship Manager Mack Dowling sits down with Gaurav Sharma, founder and CEO of Capitalize, to discuss career lessons and the importance of remaining focused on your mission.
  • ""
    December 13, 2023
    • Capital Partners
    Relationship Associate Elise Johnston provides strategies for making the most of your income and getting on the path toward achieving long-term financial growth, stability, and success.
  • ""
    December 13, 2023
    • Capital Partners
    Relationship Manager Laura Salibello outlines key considerations for getting your first credit card.
  • ""
    September 14, 2023
    • Capital Partners
    Relationship Manager Elizabeth Madden reviews some of the benefits included in employee health insurance plans that go beyond your typical retirement and insurance elections.
  • DaQuan Jones
    September 14, 2023
    • Capital Partners
    In our fall Next Gen Spotlight, BBH Relationship Manager Scott Hooper speaks with DaQuan Jones of the Buffalo Bills about physical and mental wellness and how he manages both as a defensive lineman in the NFL.
  • ""
    September 14, 2023
    • Capital Partners
    Relationship Associate Brooke Royer explores five ways you can increase your productivity, prevent burnout, and promote wellness at work.
  • ""
    September 14, 2023
    • Capital Partners
    Relationship Associate Scott Danforth takes a closer look at the skill sets student athletes bring with them to the workforce and how playing a college sport may translate to success in post-graduate careers.
  • ""
    September 14, 2023
    • Capital Partners
    Senior Relationship Associates Sean Kennedy and Lucy Townend discuss the key differences between HSA and FSA plans so you can best plan for the future.
  • ""
    June 26, 2023
    • Holloway Rule
    • Capital Partners
    Senior Relationship Associates Amy Orser and Holly Rule look at several tax-efficient strategies for parents looking to pass wealth to children: 2503(c) trusts, trusts with Crummey withdrawal rights, UGMA/UTMA accounts, and 529 education savings plans.
  • Jill Koziol
    June 26, 2023
    • Capital Partners
    In our Summer Next Gen Spotlight, Senior Relationship Associate Hailey Hoyos sits down with Jill Koziol, co-founder and CEO of Motherly, to discuss why she started the platform, how she navigates growth, and where she sees the company and herself in the next five years.
  • ""
    June 26, 2023
    • Capital Partners
    We cover three types of insurance – health, life, and disability – to review if you’re expecting.
  • ""
    June 26, 2023
    • Capital Partners
    Relationship Associate Lucy Townend discusses 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.
  • ""
    June 26, 2023
    • Capital Partners
    Senior Relationship Associate Sean Kennedy looks at the benefits and drawbacks for couples considering a DINK, or “dual income, no kids,” life.
  • ""
    March 21, 2023
    • Capital Partners
    Prenups are often portrayed in a negative light, but when approached the right way, they can be a practical way to make things a lot easier down the road, if a relationship doesn’t work out. Here’s what to know.
  • ""
    March 21, 2023
    • Capital Partners
    You’ve decided to join together in holy matrimony, but does that include joining your finances? BBH’s Next Gen newsletter The Fresh Take takes a closer look.
  • Allie Doppelt
    March 21, 2023
    • Capital Partners
    In our spring Next Gen Spotlight, Caroline Flores sits down with Allie Doppelt of Michael Doppelt Diamond Company to talk about leaving a corporate job to join the family business, and why buying a diamond is more like building a long-term relationship than just purchasing jewelry.
  • Christina Pardy
    December 15, 2022
    • Capital Partners
    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
    • Capital Partners
    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.
  • Michael Russell Jr
    September 29, 2022
    • Capital Partners
    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.
  • ""
    January 26, 2022
    • Capital Partners
    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.

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