Individuals and Families

Helping our clients thrive for generations

Collaborating to achieve one agenda: yours

Our mission is to help families thrive. We work with you to define and share your unique values, communicate your vision for how wealth will impact your life, and create plans and invest capital to help preserve, grow and transition your wealth to family or philanthropic causes over the long term.

What We Believe: Principles of Successful Wealth Planning

Adrienne Penta, the executive director of the BBH Center for Women & Wealth, and Alison Hutchinson, a senior wealth planner, focus on the topic of families, wealth and communication, discussing the guiding principles that we believe help families create life-affirming, enduring, effective wealth plans.

Comprehensive solutions for individuals and families

  • Investment Advisory

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

  • Trust Services

    Trustee and executor services that provide continuity for generations while easing administrative burden

  • Values-Based Wealth Planning

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

  • Family Office Advisory

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

  • Philanthropic Advisory

    Assistance navigating the philanthropic journey to create a lasting, positive impact

  • Next Generation Experience

    Customized programs that support the rising generation as they gain control over wealth

  • Center for Women & Wealth

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

  • Private Client Lending

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

  • Center for Family Business

    Consultative advice and capital to help family business owners address their unique challenges


Storytelling in Wealth and Legacy

We look at the art and science of storytelling as an important tool for navigating wealth planning and family legacies.
  • 99%

    client retention rate

  • 13 generations

    of Partners committed to serving clients for the long term

  • 205 years

    of stewarding client wealth

We partner with families on the issues at the intersection of their wealth, their families, and their lives so that they can thrive for generations.

We the Family: The Benefits of Creating a Family Constitution

Senior Wealth Planners Karin Prangley and Anne Warren cover an important topic for private business owners: creating a family constitution to enable seamless business and wealth transitions.

Finding True North: Defining Charitable Mission to Guide Your Philanthropy

We review why a charitable mission is important and provide guidance on how to approach crafting a mission statement that enables you to take philanthropy beyond just “being charitable” or “giving back.”

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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.


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