Individuals and Families

Helping you and your family thrive for generations

One agenda: yours

Our mission is simple: help families thrive.

 

We partner with you to articulate and share your values and communicate your vision for the future. Then, we create a customized plan to invest your capital and help preserve, grow, and transition your wealth to family or philanthropic causes over the long term.


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

Families often turn to philanthropy as a way to sustain legacy and values across generations. Head of Philanthropic Advisory Drew Rabe and Managing Director Mike McGrann discuss potential roadblocks along this journey and how business owning-families can best navigate them.

Resilient estate planning in the face of unexpected life events

BBH Senior Wealth Planners Ali Hutchinson and Stacia Kroetz outline the importance of having a flexible estate plan. The future is unknowable, but centering your plan on your values and communicating regularly with your fiduciary and your family will set your family on the path to success.

Comprehensive solutions for individuals and families

  • Wealth Management

    Long-term, value-oriented investing focused on preserving and growing your wealth

  • Trust Services

    Trustee and executor services that provide generational continuity while easing the administrative burden

  • Values-Based Wealth Planning

    Wealth planning rooted in your values to help you achieve your goals

  • Family Office Advisory

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

  • Philanthropic Advisory

    Guidance throughout the philanthropic journey to create a lasting, positive impact aligned with your mission

  • Next Generation Experience

    Supporting the rising generation as they assume wealth and navigate decisions

  • Center for Women & Wealth

    Community and resources for women as they create and manage wealth

  • Investment Management

    A disciplined, values-based investment approach

  • Center for Family Business

    Advice and support at the intersection of family and business

  • Private Client Lending

    Flexible, secured lending in the form of personal loans and lines of credit1

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

What does it take to grow from child to “peer” in a family shaped by legacy and wealth? From redefining parent-child relationships to cultivating personal identity and setting boundaries, here’s how rising adults can step into their own power—without stepping on toes.

Your success is our success. We collaborate with you and your family on any issue, no matter how complex, so that you can focus on what matters to you.



Our Latest Insights

1 Borrowed funds cannot be used to purchase securities in the portfolio.

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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