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.
Not all same-sex couples are rushing to the altar after the Obergefell v. Hodges ruling. Many have questions about the financial and tax ramifications of the decision to get married. In this article, we discuss the potential benefits and drawbacks to a legal marriage from that perspective.
BBH Chief Investment Officer Suzanne Brenner and Head of Investment Research Tom Martin review the markets and provide an update on our current portfolio positioning and priorities.
In this issue of InvestorView, we cover several topics related to the election, including potential implications, family dynamics during this time and considerations for charities, and provide an update on the market and our portfolio positioning.
Emotions are high as the presidential election nears. BBH Senior Advisor Ellen Perry provides suggestions for communicating with family and fostering togetherness during this intense election season.
BBH Senior Wealth Planner Kerri Mast covers considerations during election season for charities and board members as it relates to which political and election-related activities are permitted for charities, which are permitted within certain limits and which are prohibited altogether.
In the feature article of this issue, BBH Chief Investment Strategist Scott Clemons speaks with several BBH experts about the various risks, opportunities and permutations of the election. The roundtable covers implications for several areas, including the economy and markets; estate, tax and wealth planning; corporate taxes, regulations and the general business environment; and portfolio structuring and capital allocation.
In “Five Questions,” Jeannie Infante Sager, the director of the Women’s Philanthropy Institute, discusses the importance of women’s giving, how women philanthropists have responded to COVID-19 and shifts she has seen in methods of giving during the pandemic.
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.
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.
In the feature article of this issue of Women & Wealth Magazine, we speak with forensic scientist, best-selling author and “Bones” creator Kathy Reichs about her journey to crime fiction writing, how she continues to find inspiration 20 books later and the difference between writing for TV and writing a novel.
In this edition, we speak with “Bones” creator Kathy Reichs about her journey from forensics to fiction, explore COVID-19’s dramatic impact on all aspects of women’s lives and cover the Democratic party’s tax proposal as we near the November election.
As the November U.S. presidential election draws closer, Senior Wealth Planner Ross Bruch covers the Democratic party’s tax plan and discusses planning opportunities to consider before year-end.
In this issue of InvestorView, we discuss life after COVID-19, 2020 market volatility and investment strategies, hosting virtual meetings and how to create a charity.
In the feature article of this issue of InvestorView, BBH Chief Investment Strategist Scott Clemons reflects on lessons we are learning during the COVID-19 crisis, what aspects will have a lasting effect on our homes, offices and schools and what life after COVID-19 may look like.
Jeff Hakala and Jerry Hakala – Co-Chief Investment Officers at Clarkston Capital Partners – discuss some current prevailing arguments against small-cap investing, the approach’s structural advantages and Clarkston’s unique approach that aims to exploit those advantages to uncover investment opportunities.
Chief Investment Officer Suzanne Brenner and Senior Investment Analyst Tom Martin reflect on market volatility over the first half of 2020 and assess the current state.
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.
Throughout the first half 2020, equity markets experienced notable volatility. Chief Investment Strategist Scott Clemons reflects on this activity and comments on expectations for the second half of the year.
Due to COVID-19, many have found themselves settled in places other than their typical residences. Senior Wealth Planner Karin Prangley explores the tax implications.
BBH Partner Kathryn George and BBH Senior Advisor Ellen Perry share a few steps you can take to manage through these trying times and support peers, family and friends.
Chief Investment Strategist Scott Clemons discusses the cause and implications of the equity market’s notably sharp recovery since its bottom in March.
In this issue of Women & Wealth Magazine, we highlight 20 incredible women, new trends in the philanthropic space and communicating with children about digital currency.
We feature 20 inspiring women and share how 2020 is set to be a pivotal year in their professional journeys. We also spotlight a few examples of their extraordinary work in response to the current global pandemic.
Senior Wealth Planner Kerri Mast discusses the shifting landscape of philanthropy and impact, including the rise of international giving and impact investing.
Relationship Manager Laura Salibello and Analyst Maddy Pellow define the basic principles of investing and share how parents can incorporate them into preliminary conversations with aspiring young investors.
CW&W Executive Director Adrienne Penta and BBH Relationship Manager Beth Milkovits explore the complexity of teaching the value of digital currency in a time where we increasingly store and spend money online and in the cloud.
Recent economic data demonstrates the impact stay-at-home restrictions have had on household spending. Chief Investment Strategist Scott Clemons reviews the implications.
This summer’s family meetings may not look the same as past years, but Senior Wealth Planner Ali Hutchinson and BBH Senior Advisor Ellen Perry share tips for how you can effectively conduct your meeting virtually.
The COVID-19 pandemic has understandably shifted philanthropists’ mindsets. Senior Wealth Planner Kerri Mast analyzes recent survey results on this topic.
BBH Chief Investment Strategist Scott Clemons discusses the implications of the April jobs report, which highlighted the immense toll the COVID-19 pandemic has had on the U.S. labor market.
During this time of need, many people are looking to make an impact with charitable giving. Wealth Planner Nicole Jackson Leslie shares how you can vet your chosen charity.
Chief Investment Strategist Scott Clemons reflects on first quarter economic reports, which confirmed the end of a decade-long expansion, and provides insights on an economic rebound.
Wealth Planner Nicole Jackson Leslie walks through charitable opportunities during this time of crisis, touching on what to give, how to give and tax considerations.
Chief Investment Strategist Scott Clemons shares why maintaining a disciplined investment approach can help overcome the behavioral biases that a crisis often brings.
Wealth Planner Ross Bruch and Wealth Planning Associate Sara Turner share why now is a good time to examine your estate plan and offer eight key steps to do so.
The CARES Act includes additional support for nonprofits through the expansion of charitable deductions. Wealth Planning Associate Sara Turner explores the implications for individuals and corporations.
BBH Chief Investment Strategist Scott Clemons reviews recent economic data and discusses the next stages required to return the economy to its previous capacity.
Senior Wealth Planner Karin Prangley provides strategies for employers seeking tax-efficient ways to support financially burdened employees during this time of crisis.
BBH Chief Investment Officer Suzanne Brenner reflects on first quarter activity, providing commentary on the markets and BBH third-party investment managers.
Many adult children are living back at home due to the coronavirus pandemic. BBH Senior Advisor Ellen Perry provides advice on how parents can best navigate this new dynamic.
BBH Chief Investment Strategist Scott Clemons discusses recent improvements in the COVID-19 pandemic and the economic implications, noting that there is still more work to be done before business resumes as usual.
As families continue to adjust to the new normal during the COVID-19 pandemic, BBH Senior Wealth Planner Alison Hutchinson and Relationship Manager Laura Salibello share how to effectively communicate with children during this uncertain time.
BBH Chief Investment Strategist Scott Clemons reflects on the volatile month of March, discusses current market responses and provides an outlook for the U.S. economy’s recovery.
BBH Senior Wealth Planners Alison Hutchinson and Brett Sovine and Wealth Planning Associate Lindsay Hodgkins share how you can provide financial support for family members in this time of crisis without unnecessary tax and complexity.
Families are adjusting to the new normal of social distancing and spending exponentially more time at home together. BBH Senior Advisor Ellen Perry breaks down the psychological implications of this and provides tips for more harmonious living.
BBH Chief Investment Strategist Scott Clemons examines the significant market volatility throughout March and provides insights on how the market may heal following these dislocations.
Wondering how you can help combat the COVID-19 outbreak and its far-reaching impact through philanthropy? BBH Senior Wealth Planner, Karin Prangley, discusses here.
Doctor Maria Torreolla Carney, professor, medical director and former Commissioner of Nassau County Department of Health, explains how and why we must “flatten the curve” and provides helpful reminders on how to best navigate the COVID-19 pandemic.
BBH Chief Investment Strategist Scott Clemons comments on the economic implications of the current social distancing mandates as a result of the recent coronavirus spread and discusses recent Fed policy changes and market action.
In this issue of InvestorView, we provide a look back at the exceptional year that capped off a stellar decade in the markets, and then we turn the page to the future – our outlook for the economy and markets for 2020 and beyond, as well as the future of retirement planning in light of the new Secure Act.
Chief Investment Strategist Scott Clemons provides an outlook for the economy and markets in 2020 by first looking back at the history of economic cycles. In the face of numerous global uncertainties and heightened valuations, markets don’t need a reason to correct; nevertheless, a patient and disciplined focus on value, rather than price, will help BBH’s clients navigate current and future volatility.
Chief Investment Officer Suzanne Brenner and Senior Investment Analyst Tom Martin look back at an exceptionally strong finish to a stellar decade in the markets, and in light of the longest bull market in history, they provide advice to investors on asset allocation, risk management and the outlook for the market as we look ahead.
Investing in private markets is an important component of many client portfolios, and in this article, Caroline Thomas and Thomas Martin, both Senior Investment Analysts, provide advice on how to construct a prudently-sized private markets portfolio with adequate diversification.
The new Secure Act rewrites the rules of the road for IRA owners, especially those who might inherit IRAs. Now is a good time to review your retirement planning anew.
Gareth Murphy, Chief Risk Officer, and Christine Brentani, Regulatory Developments and Relationship Manager at Standard Life Aberdeen, highlight the key issues and trends shaping the global regulatory landscape in 2020.
Senior Wealth Planner Anne Warren explores options for U.S. citizens, residents and charitable organizations seeking to incorporate international giving into their philanthropic efforts.
In this video, see an excerpt from the feature interview in our winter issue of Women & Wealth Magazine, in which Tiffani Faison, culinary superstar and talented entrepreneur, discusses her journey from Top Chef season one to restaurateur and her relentless focus on restaurant culture.
Chief Investment Strategist Scott Clemons and Chief Investment Officer Suzanne Brenner review the markets and provide an update on our current portfolio positioning and priorities, as well as answer key questions on our clients’ minds.
Senior Wealth Planner Anne Warren discusses the Miranda family’s philanthropic commitment and activity, including a new donor-advised fund program with the Hispanic Federation.
Senior Wealth Planner Kerri Mast explores innovative solutions today’s philanthropists are using, including implementing new organizational structures, maximizing the impact of their investments and making nontraditional grants.
In this issue of Women & Wealth Magazine, we focus on women who are breaking the mold and making history. We had the pleasure of speaking with women who are pioneers and leaders in their fields – these are women who have been “firsts” and are taking care to pave the way for the women coming after them.
We sat down with Liz O’Donnell, founder of Working Daughter, to discuss why eldercare and the 44 million caregivers in the United States deserve a spotlight.
BBH 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.
As an entrepreneur and investor, Jules Pieri, co-founder and CEO of The Grommet, shares her insights into the world of entrepreneurship, being a founder and CEO and growing a business.
In “Five Questions,” Maura Cunningham, founder and CEO of Rock The Street, Wall Street (RTSWS), discusses the importance of increasing girls’ confidence in the M in STEM, engaging the next generation to pursue a career in finance and her journey in building RTSWS.
In this edition of InvestorView, we discuss the state of U.S. global trade, provide an update on market conditions and our portfolio and cover the important decision of naming an executor.
In the feature article of this issue of InvestorView, BBH Chief Investment Strategist Scott Clemons examines the evolving role of international trade in the U.S. economy, the current state of disputes with China, what risks this conflict poses and how it might be resolved.
Chief Investment Strategist Scott Clemons and Chief Investment Officer Suzanne Brenner review the markets and provide an update on our current portfolio positioning and priorities, as well as answer key questions on our clients’ minds.
We discuss the important decision of who to hire to act as executor of your estate to minimize family conflict and ensure the most efficient management of your assets according to your estate plan.
In this issue of Women & Wealth Magazine, we focus on women who are pushing for change in some unexpected places: NASCAR and fly fishing! We also spent time with women and men who are making great strides in leveling the playing field in technology, entrepreneurship and board leadership.
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.
We speak with Christine Atkins and Jackie Kutzer, the women leading the 50/50 On the Water initiative at Orvis, to learn more about the initiative, which aims to introduce more women to the sport of fly fishing and to create gender equity on the water.
On June 5, 2019, Babson College’s Center for Women’s Entrepreneurial Leadership convened more than 250 investors, accelerators, policymakers, researchers, founders and other disrupters dedicated to changing the landscape of financing women entrepreneurs. We report on some key takeaways from the day.
In “Five Questions,” Lorrie Gordon, BBH Partner, Investor Services, discusses the need for business leaders to be more fluent with technology, why the BBH Women’s Network is important to her and how BBH has changed during her tenure spanning the last quarter century.
As a lesson in delayed gratification, we gave nine children one marshmallow with the promise of another if they could resist eating the first. Let’s see who passed the challenge.
In the feature article of this issue of InvestorView, Chief Investment Strategist Scott Clemons examines the rationale for including international and emerging markets in a well-balanced investment portfolio.
Chief Investment Officer Suzanne Brenner and Senior Investment Analyst Tom Martin explore how the various aspects of our asset allocation, portfolio construction, risk management and manager selection processes work together to create value for clients.
In our feature article, we sit down with Jodi Berg, the president and CEO of Vitamix, to discuss how a relentless focus on purpose has made Vitamix a thriving fourth-generation family business. Berg also talks about why working outside Vitamix was essential and how the business is raising the next generation of family business leaders to be successful.
Women & Wealth Magazine features 19 women to watch. These inspiring women have demonstrated their power as models of female leadership and innovative entrepreneurs.
Christine Moriarty, founder of MoneyPeace Inc., discusses the importance of sustaining your business, building an exit strategy, knowing your values and understanding the impact of a sale on family when considering the sale of a company.
Relationship Manager Laura Salibello discusses how breaking down a pay statement into six simple steps can help parents explain taxes to their children.
In “Five Questions,” Deborah Theobald, CEO and co-founder of Vecna Technologies, a Cambridge-based technology company, discusses the benefits of working with family, her company’s focus on impact and her belief in “using technology to improve the lives of those we touch.”
In this issue’s “By the Numbers” infographic, we look at the state of family businesses and the increasing number of women who are leading their family businesses into the next generation.
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.
In “Five Questions,” Sally Brown, a descendant of BBH’s founder Alexander Brown, celebrates the 130th anniversary of her great-grandmother Mary Elizabeth Adams Brown’s first gift of musical instruments to the Metropolitan Museum of Art, with insight into how she amassed the more than 3,600-piece collection.
After featuring Claire Shipman in the inaugural issue of Women & Wealth Magazine, we had the pleasure of sitting down with her once again – this time to talk about raising confident girls. When we spoke three years ago, Shipman had just published “The Confidence Code.” Now her focus has turned to girls, and she provided us the highlights of her latest release, “The Confidence Code for Girls.”
Dr. Patti Fletcher, author of best-selling book “Disrupters: Success Strategies from Women Who Break the Mold,” shares her philosophy on how women can “open the door” for themselves and others to create an environment where all talent can thrive in an increasingly diverse workforce.
Many parents and scholars would like to understand how the transmission of generosity from parents to children occurs. Andrea Pactor and Jacqueline Ackerman of the Lilly Family School of Philanthropy Women’s Philanthropy Institute share their findings on the “generosity gene” and how to create a strong foundation for the continuity of family giving.
In this edition of InvestorView, we look at our tradition of innovation to best serve clients, provide an update on current market conditions and our portfolio, discuss emerging markets investing and look at death-bed tax planning.
In the feature article of this issue of InvestorView, Chief Investment Strategist Scott Clemons looks at how we have helped our Private Banking clients navigate through the uncertainties presented by market cycles and economic changes over time.
We sit down with Rajiv Jain – founder, chairman, chief investment officer and portfolio manager at GQG Partners – to discuss his investing background and approach, the role of emerging markets equities in an investment portfolio and where he sees today’s opportunities.
In the feature article of this issue of Women & Wealth Magazine, we sit down with Lisa Borders, the former president of the WNBA, to discuss her efforts to raise awareness of the athleticism, action and excitement on display at a WNBA game. Borders also talks about what she learned having worked in the public, private and nonprofit sectors.
Mara Gubuan, founder of Equality League, and Minky Worden, director of global initiatives at Human Rights Watch, speak with us about the organization’s focus on advancing women’s rights by eliminating institutional and cultural barriers to sports.
Our “By the Numbers” infographic looks at the role of sports in supporting the physical and emotional well-being of girls and highlights the impact team sports can have on helping young women grow into powerful leaders.
As screen time becomes the norm, “play” is shifting from outdoor games and sports to sedentary simulations. Kathleen Tullie, the founder and executive director of BOKS and senior director of social responsibility of Reebok International, speaks with us about her work to help children be more active.
Dynama Insurance Founder Erin Ardleigh and BBH Relationship Manager Laura Salibello highlight key tips when buying insurance and what types of insurance to consider in your 20s and 30s.
In “Five Questions,” BBH Relationship Manager Allie Flood discusses how her involvement in golf has shaped her leadership abilities, lessons learned from playing the sport and the role of team in the game.
BBH Wealth Planner Karin Prangley and Relationship Manager Edward Oh provide advice on how to create a family social media policy and share guidelines to improve your digital safety.
We highlight 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.
