Women & Wealth Magazine Fall Issue 2023

November 28, 2023

Capital Partners

In this issue of Women & Wealth Magazine, we provide strategies for overcoming one of the key issues business owners voiced in our inaugural Private Business Owner Survey: how to communicate their estate plans with their family. In addition, we dive deeper into the statistics behind business owners’ approach to risk-taking. Even for the most experienced business leaders, change management can be complex. Learn new strategies to make lasting impacts in your organization. Finally, learn why being confident – despite discomfort – is so important.

The Hardest Part of Estate Planning: Sharing the Plan

Our 2023 Private Business Owner Survey revealed that nearly all business owners have an estate plan, but almost none of them have discussed it with their families. Here, we explore five common communication obstacles and how to navigate them.

How Business Owners Approach Communication and Risk-Taking Infographic

In this issue’s “By the Numbers” infographic, we take a closer look at the statistics from our 2023 Private Business Owner Survey, particularly around estate and succession planning communication hurdles and how different genders view risk-taking in business.

Speak Today, Plan for Tomorrow: Guidelines for Effective Communication

BBH Senior Wealth Planner Ross Bruch explores some of the psychological barriers to effective communication and provides five strategies for overcoming them to successfully plan for the future.

Secrets of Sustainable Organizational Change: A Conversation with Lynn Kelley, Ph.D.

We sit down with BBH Senior Advisor Dr. Lynn Kelley to learn more about the key lessons from her new book, “Change Questions: A Playbook for Effective and Lasting Organizational Change,” and the importance of experimentation and failure in change management.

Five Questions with Lydia Fenet

In “Five Questions,” we speak with Lydia Fenet, founder of the Lydia Fenet Agency and author of “Claim Your Confidence,” about how to unlock your confidence and the importance of being comfortable with discomfort.

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The Hardest Part of Estate Planning: Sharing the Plan

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