Family Offices

A complementary partner for family offices

Your first call – no matter the issue

What does success mean to your family office? We partner with you to answer that question and spot the challenges and opportunities along the journey. We provide you with access to unique investment opportunities, comprehensive solutions, advice, and capital to help your family office achieve its objectives.

 

Consider us your first call for any financial, family wealth, or business-related challenges. No ask is too big; no challenge is too complex. We will take care of you, your family, and your wealth over generations as if they were our own and help you manage all aspects of your financial life.

How to scale a private foundation

Head of Philanthropic Advisory Drew Rabe lays out a step-by-step guide to scaling a private foundation after significant asset growth.

Wealth planning through volatility

Market volatility, as uncomfortable as it may be, creates opportunity. As the markets adjust around recent announcements about tariffs, here’s what to know about time-sensitive wealth planning strategies.

Family Office Advisory

Count on us to help you build an enduring family office to achieve all manner of financial and personal objectives. Each family office is one of a kind, but our priority remains the same: alleviate the complexity in your life. This, coupled with a service level befitting the most discerning families, fosters relationships built to last.

The Family Office for Family Offices

Our comprehensive solution set helps you simplify your day-to-day life and achieve your objectives – we partner with you through our disciplined investing platform, values-based wealth planning, trust and estate administration, philanthropic advisory, family engagement and communication, family office solutions, and corporate advisory and banking solutions. In the case where a family office CEO retires, we can help identify a successor or step in to become the succession plan if the family no longer wishes to manage the enterprise independently.

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.

Our Latest Insights

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

As of June 15, 2022 Internet Explorer 11 is not supported by BBH.com.