Multi-Family Office

Partners in your success

Experts for the hardest challenges

The BBH Multi-Family Office’s mission is to work with our clients to help achieve their unique goals including the preservation and growth of their wealth, the creation and communication of their wealth plans, and to simplify the day-to-day complexity of their financial lives. We are partners in your success.

Our clients leverage our comprehensive solution set to achieve their objectives, including disciplined investing, values-based wealth planning, trust and estate administration, philanthropic advisory, family engagement and communication, family office solutions, and corporate advisory and banking.

InvestorView summer issue 2025

In this issue of InvestorView, we provide a deep dive on debt and deficits, explore the possibilities of independent return strategies, and take a look at our approach to managing fixed income in uncertain environments. We also outline ideas for how trust beneficiaries can learn more about their roles and responsibilities.
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Comprehensive solutions for each client's unique needs

  • Wealth Management

    Long-term, value-oriented investing with the objective of preserving and growing wealth

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  • Trust Services

    Trustee and executor services that provide continuity for generations while easing administrative burden
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  • Values-Based Wealth Planning

    Wealth planning rooted in your values to help you achieve your near- and long-term goals
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  • Family Office Advisory

    Custom advice and solutions to help you achieve your objectives and manage life’s complexities 
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  • Philanthropic Advisory

    Assistance navigating the philanthropic journey to create a lasting, positive impact
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  • Next Generation Experience

    Customized programs that support the rising generation

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  • Center for Women & Wealth

    Investment, planning, and philanthropic resources for women as they create and manage wealth 

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  • Endowment & Foundation Management

    Helping you balance short-term demands with long-term objectives 

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  • Private Client Lending

    Flexible, secured lending in the form of personal loans and lines of credit 

Owner to Owner summer issue 2025

This issue of Owner to Owner explores how to navigate roadblocks when it comes to decision-making with a business partner and when using philanthropy as a tool to unite families across generations. We also look at ways to maximize a business’s value in a sale and how – and why – to articulate a compelling narrative for your business.
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Women & Wealth Magazine summer issue 2025

This issue of Women & Wealth Magazine touches on several aspects of wellness, from personal well-being to finances to relationships. In our feature article, iconic ballerina Misty Copeland and BBH Partner Valentino Carlotti discuss purpose, passion, and the importance of mentorship. We also look at the current state of women and wealth, outline the importance of having a flexible estate plan, demystify prenuptial agreements, and speak with a founder of a global retail brand.
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We help families articulate their core values and then use them to make decisions around issues at the intersection of their wealth, their families, and their lives.
Kathryn George Partner

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    Owner to Owner summer issue 2025

  • Tall trees with green leaves forming a canopy, with a large, heart shaped opening in the center revealing blue sky above.

    Giving across generations: How philanthropy unites and empowers business-owning families

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    Keeping the honeymoon going: How to set yourself up for good decision-making when bringing in a business partner

  • Surreal scene, imaginary world, tiny man stands in front of a giant opened book with empty blank pages. Education concept, the magic and fantasy of a story teller. Knowledge and wisdom symbol.

    The storyteller's advantage: Why your business needs a narrative only you can tell

  • Cover of the 2025 summer issue of InvestorView

    InvestorView summer issue 2025

  • Ai-generated business vision hands holding glowing sapling in futuristic environment for sustainable growth

    Independent return strategies: Preparing portfolios for the future

  • Close up US Dollar sinking in water as symbol of global economic and financial crisis and recession.

    Everything you ever wanted to know about debt and deficits (but were afraid to ask)

  • The Fresh Take summer issue 2025

  • Next Gen Summit: Lauren Patrizio on leading the way in squash and mentorship

  • Next Gen Summit: Paul Grossinger and Gayatri Sarkar on entrepreneurship

  • Becoming peers: Navigating family dynamics and wealth for the next generation

Contact Us

This communication is for informational purposes only.  The information herein has not been based on a consideration of any individual investor’s circumstances and is not investment advice, nor should it be construed in any way as tax, accounting, legal or regulatory advice.  Individuals should consult their personal tax, accounting and legal advisers regarding any potential investment or strategy.  Any views and opinions are subject to change at any time.

This material does not constitute an offer or solicitation in any jurisdiction where or to any person to whom it would be unauthorized to do so.

Investment Advisory Products and Services:

NOT FDIC INSURED   NO BANK GUARANTEE    MAY LOSE VALUE

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