In this issue of Women & Wealth Magazine, we explore how families can prepare for the great wealth transfer, navigate community property rules, and approach conversations about later-life care for aging parents. We also discuss innovation and legacy with Kristie Juster, CEO of Conair.

We sit down with Kristie Juster, CEO of Conair, to discuss how she balances legacy with innovation, and the importance of feedback as a leader and mentor.

When a once-independent parent begins to need care, families must navigate difficult practical and emotional decisions. Managing Directors Mike McGrann and Beth Milkovits outline steps for beginning the conversation.

We sit down with Mike McGrann from BBH’s Center for Family Business to discuss preparing the next generation for the largest wealth transfer in history and what readiness for this transition truly means.

Community property rules can offer valuable estate and tax planning benefits, but thoughtful planning is essential. Senior Wealth Planner Scott Bayer outlines key considerations for families who may live in, or may move to, a community property state.

In this issue of Owner to Owner, we address what’s front of mind as tariff refunds get underway. We also celebrate the power of private businesses throughout 250 years of U.S. history, explain why EBITDA can sometimes be a misleading metric, and discuss how to prepare the next generation to successfully steward wealth.

Private businesses have been a cornerstone of the U.S. across its 250-year history. Here, we take a closer look at private businesses’ and their owners’ significant contributions to the U.S. economy, historical milestones, and heritage.

EBITDA is a central part of the language of finance, but it doesn’t always tell the full story. Head of Corporate Advisory John Secor and Managing Director Alex Rohr explain why cash conversion is what ultimately drives value.

The largest tariff refund in U.S. history is underway. Corporate Advisory & Banking Analysts Alexa Arana, Sally Anne Houk, and Alex Konovalov explain who qualifies, how refunds work, and what’s at stake.

Preparing the next generation to successfully steward wealth goes beyond having your estate planning documents in order. Ben Persofsky, the head of the BBH Center for Family Business, discusses why teaching your children how to handle wealth starts with talking about it.