Adrienne M. Penta Senior Vice President

Adrienne Penta joined Brown Brothers Harriman in 2008 and is responsible for trust operations and wealth planning services in the Boston Private Banking office. Prior to joining BBH, Ms. Penta practiced at the law firm of Choate, Hall & Stewart LLP in Boston, where she advised families on estate, charitable and tax planning and non-profit organizations on various governance and tax issues. She is a frequent lecturer and author on a variety of topics focused on estate planning and charitable giving.

Ms. Penta serves on several boards and committees, including the Winsor School Corporation, the Winsor School Alumnae Board, the Boston Estate Planning Council Board of Directors, the Emerald Necklace Conservancy Board of Directors and the Boston University School of Medicine Dean’s Advisory Board, and she is currently co-chair of the Boston Bar Association Trusts and Estates Section. Ms. Penta received her JD from the University of Virginia School of Law, where she was the Executive Editor of the Virginia Tax Review, and her BA from Johns Hopkins University, where she was elected to Phi Beta Kappa.

Market Commentary

Adrienne Penta Published in Trusts & Estates Magazine

Adrienne Penta, Senior Vice President and Regional Trust Head, was published in the January 2014 issue of Trusts & Estates Magazine, and her article, titled "Rest in (Tax-Free) Peace," discusses factors to consider in determining the most advantageous state in which to be domiciled at death for tax purposes.
January 2014

Adrienne Penta Interviewed by Tax Notes

Wealth Planner and Regional Trust Head Adrienne Penta is interviewed by Tax Notes and discusses the American Taxpayer Relief Act of 2012 and future policy changes that could affect wealth and estate planning.
June 2013

Portability: The Good, The Bad and The Ugly

Wealth Planner Adrienne Penta discusses the “portability” of the estate tax exemption between spouses and whether it is an appropriate planning tool for clients.
Quarter 2 2013

BBH Investors Roundtable

Chief Investment Strategist Scott Clemons leads a “roundtable” discussion featuring some of our most thoughtful professionals at BBH. Participants in the discussion cover a range of topics including taxes, interest rates, concerns for business owners, Europe, China, energy and housing.
Quarter 4 2012

Creditor Protection 101

Senior Vice President and Boston Regional Trust Head, Adrienne Penta, offers an introduction to the important topic of creditor protection.
Quarter 3 2012

How to Give Away $5 Million and Not Notice

With the increase in the federal gift and estate tax exemption to $5 million at the beginning of 2011, most estate planners began talking to their clients about the best ways to give away $5 million before 2013, when the exemption is currently scheduled to revert to $1 million. By Adrienne M. Penta.
Quarter 1 2012

Wealth Planning: Volatility: Friend or Foe?

While market volatility can make even experienced investors uneasy, volatility in both asset values and interest rates can help those who are interested in transferring wealth to their children, grandchildren or trusts for their benefit at the lowest tax cost possible. By Adrienne M. Penta
Quarter 4 2011