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  • Surreal scene, imaginary world, tiny man stands in front of a giant opened book with empty blank pages. Education concept, the magic and fantasy of a story teller. Knowledge and wisdom symbol.
    August 11, 2025
    Every business has a story. What matters is how it’s told – and who tells it. Senior Wealth Planner Ross Bruch explores why stories matter and how owners can craft a narrative for their business that lasts and evolves.
  • August 01, 2025
    • Capital Partners
    Empathy. Passion. Focus. These are the keys to success, according to two venture capitalists and entrepreneurs, and this year’s guest speakers.
    • Capital Partners
    What does it take to grow from child to “peer” in a family shaped by legacy and wealth? From redefining parent-child relationships to cultivating personal identity and setting boundaries, here’s how rising adults can step into their own power—without stepping on toes.
  • Women and wealth publication cover of Misty Copeland in a dance position
    July 23, 2025
    • Capital Partners
    This issue of Women & Wealth Magazine touches on several aspects of wellness, from personal well-being to finances to relationships. In our feature article, iconic ballerina Misty Copeland and BBH Partner Valentino Carlotti discuss purpose, passion, and the importance of mentorship. We also look at the current state of women and wealth, outline the importance of having a flexible estate plan, demystify prenuptial agreements, and speak with a founder of a global retail brand.
  • ""
    • Capital Partners
    Alyssa Rower, the founding partner of matrimonial law firm Rower LLC and one of our Women to Watch in 2018, demystifies the prenuptial agreement and offers advice on navigating these often stigmatized – but highly useful – tools.
  • ""
    June 26, 2025
    • Capital Partners
    We cover three types of insurance – health, life, and disability – to review if you’re expecting.
  • ""
    June 25, 2025
    • Holloway Rule
    • Capital Partners
    Relationship Manager Holly Rule examines 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.
  • ""
    June 23, 2025
    • Capital Partners
    Our Next Generation team looks at important considerations for those deciding to leave the workforce to have or care for children.
  • ""
    • Capital Partners
    In today's volatile market environment, there are many time-sensitive estate planning opportunities to consider. Here's what to know about creating or "freezing" a GRAT during market stress.
  • Hand holding an arrow symbol up
    April 09, 2025
    • Capital Partners
    Head of Philanthropic Advisory Drew Rabe lays out a step-by-step guide to scaling a private foundation after significant asset growth.

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