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  • ""
    December 03, 2024
    • Capital Partners
    Senior Wealth Planning Nicole Jackson Leslie explores how a donor can guide a trustee, even after a trust has been created, to help ensure the trust is used to support and perpetuate a family’s core values for generations to come.
  • ""
    March 07, 2024
    • Capital Partners
    We cover the essentials of the 2024 Corporate Transparency Act: what it is, who it affects, and how to take action.
  • ""
    • Capital Partners
    We outline key year-end opportunities as they relate to gifting, income tax planning, retirement planning, and planning in a high interest rate environment, as well as provide a year-end checklist based on your goals.
  • ""
    June 26, 2023
    • Holloway Rule
    • Capital Partners
    Senior Relationship Associates Amy Orser and Holly Rule look at 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 26, 2023
    • Capital Partners
    Relationship Associate Lucy Townend discusses 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.
  • ""
    June 26, 2023
    • Capital Partners
    Senior Relationship Associate Sean Kennedy looks at the benefits and drawbacks for couples considering a DINK, or “dual income, no kids,” life.
  • ""
    June 08, 2023
    • Capital Partners
    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.
  • ""
    • Capital Partners
    Alison Hutchinson and Melineh Ounanian outline some ideas for how trust beneficiaries can learn more about their roles and responsibilities.
  • ""
    April 27, 2023
    • Capital Partners
    We provide a primer on estate planning for blended families and considerations for couples who are remarrying to create blended families.
  • ""
    February 02, 2023
    • Capital Partners
    BBH Senior Wealth Planner Ross Bruch looks at investment-related biases and offers solutions to help recognize and minimize their negative effects.
  • ""
    November 09, 2022
    • Capital Partners
    Head of Philanthropic Advisory Kerri Mast examines four reasons why people give to charity other than tax benefits – which research has shown are typically not the primary driver of charitable giving.
  • ""
    August 09, 2019
    • Capital Partners
    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.

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