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.
BBH Chief Investment Strategist Scott Clemons discusses recent market volatility and examines the driving forces behind the current environment. In such markets, he reminds us, patience and discipline are essential.
In this issue of Women & Wealth Magazine, we speak with a nationally recognized healthcare and business leader, feature 22 women to watch in 2022 and look at trends in philanthropy, including shifts in how women give and international philanthropy.
In the feature article of this issue of Women & Wealth Magazine, we speak with PK Scheerle, R.N., former CEO of GIFTED Healthcare and CEO of NursesEverywhere, about the lessons learned on her path to entrepreneurship, her career-long advocacy of nurses and her latest venture focused on helping to educate the public about their rights to access nursing care.
In this issue’s “By the Numbers,” we highlight the research of the Women’s Philanthropy Institute at the Indiana University Lilly School of Philanthropy and trends in women’s philanthropy, including women’s influence on household giving, the growing popularity of giving circles and the increase in giving to women and girls.
Senior Wealth Planner and Director of Philanthropic Advisory Kerri Mast explores options for philanthropists wishing to support charities around the world.
In “Five Questions,” we speak with Janine Zozaya of Amigos de Jesús (ADJ) about her work with the organization, current challenges and opportunities ADJ is facing and how philanthropists can think about making an impact.
BBH Chief Investment Officer Suzanne Brenner and Deputy Chief Investment Officer Justin Reed review the markets and provide an update on our current portfolio positioning and priorities.
As inflation surges, BBH Chief Investment Strategist Scott Clemons discusses the reasons behind higher prices. In addition, he covers what we expect to see from inflation over the course of 2022.
Vladimir Putin’s decision to invade Ukraine piles even more uncertainty onto financial markets already burdened with inflation, rising interest rates, and the lingering implications of the COVID19 pandemic. BBH’s Chief Investment Strategist Scott Clemons breaks down the latest.
A comprehensive tax plan considers not only federal gift, estate, and generation-skipping transfer tax, but also state and local income tax and transfer tax rules. Here, BBH Wealth Planner Michael Shapiro breaks down a common scenario of moving from New York to Florida.
In this quarter’s update, the Investment Research Group examines our confidence in the BBH investment approach and our managers’ ability to generate attractive long-term returns despite uncertainties in the markets.
The tax benefits for investing in or founding certain start-up businesses can be incredible. But not all investors or founders
can take advantage of these benefits, and even if they can, Congress may impose new limits.
We start the new year at the crossroads on many issues, with implications for the economy, business, and financial markets. Which way now? BBH Partner and Chief Investment Strategist Scott Clemons explains.
In this issue of InvestorView, we look at 2022 as a transitional year from the impact of the pandemic to more
traditional economic behaviors. Plus, we explore the “magic” of qualified small business stock tax benefits, examine how to choose a legal guardian for your child, and sit down with Barry Mills, a senior advisor to BBH.
Get to know Barry Mills, former President of Bowdoin College and now a senior advisor to BBH. In a conversation with InvestorView, Barry shared some of his more important lessons for endowments and foundations as they seek to navigate the challenges and opportunities present in 2022.
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.
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.
In this issue of Women & Wealth Magazine, we explore leadership, mentoring and life lessons from a wide range of perspectives. Whether you’re a parent hoping to raise children to be responsible with wealth, an executive leading a diverse team, a young person starting out or an engaged philanthropist learning from the past, we believe you’ll find important and helpful insight in this issue.
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!
In this issue’s “By the Numbers,” we explore the continued increase in women’s control of wealth globally including the social and economic trends that are contributing to these numbers.
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.
Wealth Planning Associate Lindsay Hodgkins outlines considerations and steps young adults could consider in order to begin the estate planning process.
Senior Wealth Planner and Director of Philanthropic Advisory, Kerri Mast, recently spoke with Dr. Tyrone McKinley Freeman about his research on Madame CJ Walker, America’s first self-made woman millionaire. They explore her approach to charitable giving, activism, social service provisions, and how we might better foster equity and inclusion in grantmaking.
In Five Questions, we speak with JoAnn Hanson, President of the Church Investment Group, about the organization’s interest in sustainable investing as well as her lessons for young people.
InvestorView looks at the threat of inflation in the post-pandemic economy, discusses our approach to asset allocation and examines the estate administration landscape.
We speak with Kevin Duncan, the BBH Trust Company’s director and head of estate administration, about the role estate administration plays in helping families thrive for generations and why a corporate executor may be the best option in certain situations.
In the feature article of this issue of InvestorView, BBH Chief Investment Strategist Scott Clemons discusses the threat of inflation as we emerge from the COVID-19 pandemic.
BBH Chief Investment Officer Suzanne Brenner and Deputy Chief Investment Officer Justin Reed review the markets and provide an update on our current portfolio positioning and priorities.
This issue of Women & Wealth Magazine focuses on sustainability – both personal and global. We speak with the co-founders of Sakara Life about building a successful plant-based meal delivery business, explore how to build and maintain personal resilience, share insights on engaging the next generation in philanthropy and take a look at the sustainable clothing industry.
In the feature article of this issue of Women & Wealth Magazine, 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.
BBH Partner Kathryn George and Senior Wealth Planner and Director of Philanthropic Advisory Kerri Mast discuss how to best approach engaging the next generation in family giving – and some strategies for when it doesn’t go as you expected.
We speak with Trina Assur, co-founder of The Phoenix Brand, about what inspired her to launch the sustainable clothing line, the challenges of starting a business at the onset of COVID-19 and the importance of remaining true to your values and mission in a growing space.
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.
In our “By the Numbers” infographic, we look at sustainability and social responsibility, examining the benefits of investing time and resources into these areas, as well as rising demand and trends.
In this issue of Women & Wealth Magazine, we focus on women who are having an impact through the communities in which they work, the businesses they operate and the philanthropic endeavors they pursue.
These inspiring women have demonstrated their power as models of female leadership and innovative entrepreneurs and are having outsized impact in their fields.
In “Five Questions,” we speak with Dr. Joanne Santomauro, founder and CEO of Ancillare, about the work her company has been doing throughout the COVID-19 pandemic, leadership during crisis and what the business is doing to support advancements in women’s healthcare and pharmaceuticals.
In the feature article of this issue, BBH Chief Investment Strategist Scott Clemons reflects on the economy and markets since the onset of COVID-19 and looks ahead at what is to come as the light at the end of the tunnel grows brighter.
Deputy Chief Investment Officer Justin Reed and Head of Investment Research Tom Martin discuss market timing. They explore its allure and pitfalls, stressing our belief that the adoption of a value-oriented, bottom-up investment approach, along with a long-term investment horizon and prudent rebalancing plan, is a far more compelling investment strategy.
In this issue of InvestorView, we look at the markets and economy in 2021, examine the pitfalls of market timing and explore potential changes to the tax code under the Biden administration.
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.
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.
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.
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.
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.
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 “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.
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.
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 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.
Here, we discuss decision-making about social interactions during COVID-19 as restrictions are loosened and individuals have very clear differences in personal risk tolerances.
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.
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.
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.
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.
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.
Senior Wealth Planner Karin Prangley provides strategies for employers seeking tax-efficient ways to support financially burdened employees during this time of crisis.
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 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.
Investing in private markets is an important component of many client portfolios, and in this article, Thomas Martin, a Senior Investment Analyst, provides 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.
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.
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 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.
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 Head of Investment Research 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 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 “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 “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 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.
