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  • Modern light blue waves
    • Investor Services
    With the European Union (EU) on a fresh drive to mobilize private capital and boost both financial literacy and investment opportunities for its citizens, can its new Savings and Investment Accounts (SIA) help transform the retail investment landscape? 
  • American paper boat symbolizes financial risk amid stock market turbulence and global uncertainty
    • Capital Partners
    Federal-exposed sectors and credits are facing rising uncertainty amid shifting policies. Head of Municipal Fixed Income Greg Steier and Credit Analyst Kate Fuller examine how these evolving federal policies are reshaping risk profiles for exposed sectors and credits, and what investors should watch for next.
  • A woman with binocular by the sea shore
    • Capital Partners
    As the new year approaches, it's time to prepare! This guide for key year-end planning considerations includes a checklist of essential income tax and estate planning actions and reminders for 2026.
  • A bright exit door in dark room, the light at the end of the tunnel
    December 01, 2025
    • Investor Services
    As complexity increases across all aspects of investment management, asset managers should look to their operational FX activity as an area ripe for optimization.
  • Spousal Access Trusts
    November 18, 2025
    • Capital Partners
    BBH Senior Wealth Planners Ali Hutchinson and Stacia Kroetz look at spousal lifetime trusts – an estate planning strategy that may be the right fit for individuals who wish to transfer assets to others during life, but who also want to maintain access to the funds.
  • Women&Wealth Fall 2025
    November 17, 2025
    • Capital Partners
    In this issue of Women & Wealth Magazine, we speak with Dartmouth College President Dr. Sian Beilock on the secrets behind performing under pressure and take a closer look at what the results of our third annual Private Business Owner Survey reveal about planning for the future. We also discuss navigating the unique competitive advantages of a family business and how to make the most of annual board meetings.
  • ""
    November 17, 2025
    • Capital Partners
    Managing Director Mike McGrann explores the unique competitive advantages (and constraints) of family businesses and how they can be utilized to better compete in the marketplace.
  • Infographic on Planning for the Future: Private business owners on wealth transfer, succession, and legacy
    November 17, 2025
    • Capital Partners
    Our third annual Private Business Owner Survey revealed that when it comes to business ownership, plans for the future are front of mind. This infographic takes a closer look at how owners are thinking about planning for their estates, succession, and legacies.
  • Performance Under Pressure: A Conversation with Dr. Sian Beilock
    November 17, 2025
    • Capital Partners
    Dr. Sian Beilock, the first woman president of Dartmouth College and a leading expert in performance psychology, discusses performance under pressure and insights from her studies and work within that field.
  • ""
    November 17, 2025
    • Capital Partners
    For private foundations, the annual board meeting is an opportunity to pause, reflect, and make thoughtful decisions about the year ahead. Head of Philanthropic Advisory Drew Rabe provides an overview of what matters most when planning and leading an effective annual board meeting.

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