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  • Private Banking
  • 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.
    • 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
    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.
  •  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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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!
  • 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.
  • 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.
  • 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.
    • Private Banking
    Tom Martin, Matt Sweetser 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • Headshot of Trina Kenke
    June 03, 2020
    • Private Banking
    Trina Henke, chairman of Milbank Manufacturing, shares how her company has rapidly increased production of PPE in an effort to help in the fight against COVID-19.
  • 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 discusses 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.
  • 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 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.
  • 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.
  • 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.
  • ""
    March 28, 2019
    • Private Banking
    Travis Dunn provides an overview of family business advisory boards and discusses their benefits, composition and steps for getting started.
  • 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 provides an overview of family business governance, including its definition and purpose, benefits, resource commitment and steps to begin implementation.
  • 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.
  • Jeff Schoenfeld with The American flag, BBH flag, and LGBTQA+ flags behind him
    March 20, 2018
    • Private Banking
    We sit down with Jeff Schoenfeld to discuss his experiences as a BBH Partner, why seeking out LGBTQ-knowledgeable investment advisors and wealth planners may be useful for LGBTQ individuals, some of the financial and wealth planning obstacles that remain for LGBTQ individuals, and more.
  • Diane Hessan
    March 16, 2018
    • 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.
  • 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.
  • 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.
  • 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.
  • 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.

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