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  • December 18, 2024
    • Investor Services
    In today’s challenging landscape, banks are seeking new ways to stay competitive. One emerging option is the bank-to-bank partnership.
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    December 18, 2024
    • Investor Services
    In conversation with Catherine L. Mann, Bank of England (BOE) Monetary Policy Committee (MPC) member.
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    December 18, 2024
    • Capital Partners
    John Secor and Kyle Gordon examine attracting and retaining professional executives in a closely held business. They discuss both the “softer” areas of focus that lead to success in hiring and retaining executives, as well as short- and long-term compensation structures.
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    December 18, 2024
    • Capital Partners
    BBH Senior Wealth Planner Ross Bruch looks at investment-related biases and offers solutions to help recognize and minimize their negative effects.
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    December 18, 2024
    • Capital Partners
    Head of Corporate Advisory John Secor discusses the factors that can help business owners maximize value in a sale, emphasizing the importance of taking a long-term approach to building value in a business far in advance.
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    December 10, 2024
    • Investor Services
    Investor capital data shows there’s significant opportunity for North American alternative asset managers to target growth in Europe. Jeff Dorigan covers what a growing appetite for alternatives among investors in Europe means for managers.
    • Capital Partners
    As 2024 winds down, we’re turning our attention to the new year and how we can help you achieve both your business and personal goals in 2025 and beyond.
  • Model of a wooden house from wooden blocks. Words 'estate planning'. Copy space. Business concept. Beautiful grey background.
    December 09, 2024
    • Capital Partners
    We outline considerations and steps young adults should take to begin the estate planning process.
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    • Capital Partners
    Considering going back to school? BBH relationship managers provide firsthand insight on choosing between a CFA, CFP, or an MBA when pursuing post-grad education.
  • December 09, 2024
    • Capital Partners
    In our winter Next Gen Spotlight, Relationship Manager Mack Dowling sits down with Brendan Candon, co-founder and CEO of SidelineSwap, to discuss how he navigated turning his passion for sports into a successful business and the lessons he learned along the way.
  • Abstract giving hand with read heart.
    December 09, 2024
    • Capital Partners
    Defining a mission statement can amplify the impact of your giving and sustain a family’s charitable intent across generations.
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    December 05, 2024
    • Investor Services
    Concrete solutions for US federal debt and deficit reduction were recently unveiled by the International Monetary Fund. Jay Foraker discusses why the recommendations might be non-starters.
  • December 05, 2024
    • Capital Partners
    Picking a healthcare plan may not be an exciting task, but it is important. Senior Relationship Associates Brooke Royer and Elise Johnston explain how to navigate open enrollment and make sense of the choices available to you.
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    • Capital Partners
    Ali Hutchinson and Laura Salibello lay out five questions to ask during the holidays to spark discussion around the dinner table, and provide tips for how to approach these conversations.
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    December 03, 2024
    • Capital Partners
    Do you want to be more philanthropic but have no idea where to begin? Getting started with philanthropy can be daunting at first, but adding structure to your approach can help you feel less overwhelmed and allow you to create a roadmap.
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    December 03, 2024
    • Capital Partners
    Senior Wealth Planner Nicole Jackson Leslie explores how a donor can guide a trustee, even after a trust has been created, to help ensure the trust is used to support and perpetuate a family’s core values for generations to come.
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    December 03, 2024
    • Capital Partners
    Alison Hutchinson and Melineh Ounanian discuss the fundamentals an individual must follow in order to be a good trustee when the trust owns business interests.
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    December 03, 2024
    • Capital Partners
    Principal and Senior Wealth Planner Kerri Mast discusses qualitative matters related to business succession, focusing on the importance of family values.
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    December 02, 2024
    • Capital Partners
    BBH Senior Wealth Planner Karin Prangley provides advice on how to create a family social media policy and shares guidelines to improve your digital safety.
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    November 27, 2024
    • Capital Partners
    Managing Director Mel Ounanian discusses how business owners who have established a trust can get their family to understand how beneficial a trust can be by looking at the beneficiary’s perspective.
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    November 27, 2024
    • Capital Partners
    Principal and Senior Wealth Planner Kerri Mast looks at considerations for private business owners with private foundations.
  • November 21, 2024
    • Investor Services
    Build, buy, outsource…or partner? Cate Dawson shares practical advice on how to choose the right partner to successfully evolve your operating model.
  • November 21, 2024
    • Capital Partners
    In this issue, we spotlight several members of the Owners’ Council, look at how private business owners are approaching artificial intelligence, and review how departing leaders and business owners can smooth the transition process. We also provide a year-end planning checklist to get prepared for 2025 and discuss the concept of “overwork” with author Brigid Schulte.
  • November 21, 2024
    • Capital Partners
    We speak with three members of the Owners’ Council on how they’ve overcome challenges, chased their passions, and continue to innovate throughout their journeys as business owners.
  • November 21, 2024
    • Capital Partners
    How are private business owners navigating the rapid rise and development of artificial intelligence? Using data from our second annual Private Business Owner Survey, this infographic sheds light on owners’ adoption of the latest technology.
  • November 21, 2024
    • Capital Partners
    The new year is almost upon us – are you ready? This checklist covers important income tax and estate planning tasks and reminders to be aware of before 2025.
  • November 21, 2024
    • Capital Partners
    Balancing all of your priorities without feeling overworked may seem impossible in today’s hustle culture. We sat down with Brigid Schulte, director of the Better Life Lab and New York Times bestselling author, to discuss the concept of “overwork” and how we can better manage our time and productivity.
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    November 04, 2024
    • Investor Services
    Our experts weigh in on what financial markets can expect in this close election, easing cycles across global economies, and China’s looming debt, with an additional spotlight section on ballooning debt in the US.
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    November 01, 2024
    • Investor Services
    Eamonn O’Callaghan and Andrea Murray discuss important considerations for managers following recent policy changes from the Central Bank of Ireland (CBI).
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    October 30, 2024
    • Capital Partners
    With just days until the U.S. election, BBH Partner and Chief Investment Strategist Scott Clemons provides a state-by-state analysis of the effect of polling outcomes on the presidential and congressional races.
  • Owner to Owner Q4 Issue 2024
    October 23, 2024
    • Capital Partners
    In this issue of Owner to Owner, we review the business environment as we enter fourth quarter 2024 and explore how departing leaders can smoothly transition from owning a business. We also lay out strategies for business owners to make the most of the current gift tax exemption amounts, and take a look at key findings from our second annual Private Business Owner Survey.
  • October 23, 2024
    • Capital Partners
    Michael Conti, Jack Goryl, and Christine Hourihan provide an overview of the business environment on three fronts: the overall economy, the credit markets, and the private equity and mergers and acquisitions markets.
  • October 23, 2024
    • Capital Partners
    Many leaders struggle to separate their identity from their business, which is why openness to exploring a future for themselves represents a crucial turning point. We lay out several steps owners can take to begin their journey to a successful business transition.
  • October 23, 2024
    • Capital Partners
    In anticipation of the sunset of the 2017 Tax Cuts and Jobs Act exemption amounts, BBH Senior Wealth Planner Stacia Kroetz reviews how business owners can make the most of the currently high exemptions while they are still available.
  • October 16, 2024
    • Investor Services
    We sit down with Cate Dawson, Head of Product for Financial Institutions, to discuss the growing role of partnerships in today’s competitive banking industry.
  • Escalator
    October 07, 2024
    • Investor Services
    BBH tax experts share insights on the changes ahead for the Faster and Safer Relief of Excess Withholding Taxes (FASTER) framework and key implications for investors and intermediaries.
  • October 01, 2024
    • Capital Partners
    Our survey reveals how private business owners are addressing current technology trends, future succession planning, and family communication dynamics. Explore the results.
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    • Capital Partners
    Portfolio Managers, Andrew Hofer, Neil Hohmann, and Paul Kunz, provide an analysis of the investment environment and most recent quarter-end results of the BBH Core Plus Fixed Income strategy.
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    • Capital Partners
    Portfolio Managers, Neil Hohmann, Chris Ling, and Andrew Hofer provide an analysis of the investment environment and most recent quarter-end results of the Structured Fixed Income strategy.
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    • Capital Partners
    Portfolio Managers, Andrew Hofer, Neil Hohmann, Thomas Brennan, and Paul Kunz, provide an analysis of the investment environment and most recent quarter-end results of the BBH Limited Duration Fixed Income strategy.
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    • Capital Partners
    Portfolio Managers, Andrew Hofer, Neil Hohmann, and Paul Kunz, provide an analysis of the investment environment and most recent quarter-end results of the BBH Multisector Fixed Income strategy.
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    September 30, 2024
    • Capital Partners
    Portfolio Manager, Gregory Steier, provides an analysis of the investment environment and most recent quarter-end results of the Municipal Fixed Income strategy.
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    September 30, 2024
    • Capital Partners
    Portfolio Manager, Jorge Aseff, provides an analysis of the investment environment and most recent quarter-end results of the Inflation-Indexed Fixed Income strategy.
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    September 30, 2024
    • Capital Partners
    Co-Portfolio Managers, Andrew Hofer, Neil Hohmann, and Paul Kunz provide an analysis of the taxable fixed income investment environment.
  • Hudson Yards wavy, modern structure taken from down below with a blue sky seen from the top and skyscrapers looming above
    September 30, 2024
    • Capital Partners
    Portfolio Manager, Scott Hill, provides the most recent quarter-end results of the US Large Cap Equity Strategy.
  • Facade of the Manhattan Municipal Building in Manhattan, New York City
    September 30, 2024
    • Capital Partners
    Co-Portfolio Managers, Andrew Hofer, Neil Hohmann, and Paul Kunz, provide the most recent quarter-end results of the Limited Duration Fixed Income Strategy.
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    September 30, 2024
    • Capital Partners
    Co-Portfolio Managers, Andrew Hofer, Neil Hohmann and Paul Kunz, provide the most recent quarter-end results of the Core Plus Fixed Income Strategy.
  • Image of skyscrapers and modern wavy figure taken from down below with a clear blue sky and shining sun
    September 30, 2024
    • Capital Partners
    Co-Portfolio Managers, Neil Hohmann, Chris Ling, and Andrew Hofer provide the most recent quarter-end results of the Structured Fixed Income strategy.
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    September 30, 2024
    • Capital Partners
    Co-Portfolio Managers, Andrew Hofer, Neil Hohmann and Paul Kunz provide the most recent quarter-end results of the Multisector Fixed Income Strategy.
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    September 30, 2024
    • Capital Partners
    Portfolio Manager, Gregory Steier, provides an analysis of the investment environment and most recent quarter-end results of the Municipal Fixed Income strategy.
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    September 30, 2024
    • Capital Partners
    Portfolio Manager, Jorge Aseff provides the most recent month-end results of the Inflation-Indexed Fixed Income Strategy.
  • --
    • Capital Partners
    In this issue of The Fresh Take, we go behind the scenes with BBH equity analysts to better understand four sectors: auto, healthcare, artificial intelligence (AI), and technology and software.
  • EV Production Line on Advanced Automated Smart Factory.
    September 26, 2024
    • Capital Partners
    The auto industry is an integral part of the global economy – and poses an interesting challenge from an investment perspective. Here, we dive deeper into the industry’s latest trends.
  • Vaccine Production Facility.
    September 26, 2024
    • Capital Partners
    What do Ozempic and pet care have in common? Here is a look at the hot topics in healthcare investments.
  • Futuristic microchip processor with lights on the blue background.
    September 26, 2024
    • Capital Partners
    Artificial intelligence has recently become a feature of everyday life, but it’s been front of mind for many investors since its breakthrough moment last year. Here, we break down the players, risks, and investment opportunities in the AI space.
  • ChatGPT and Microsoft Copilot app icons on screen. Assorted AI mobile apps
    September 26, 2024
    • Capital Partners
    Technology is one of the fastest developing sectors today – but all of the buzz means it is hard to discern what makes an attractive investment in the space. Here's what to know.
  • 2024 Greater China ETF Investor Survey
    • Investor Services
    Investor demand fuels asset growth and innovation
  • five starts review box
    September 10, 2024
    • Capital Partners
    We take a deep dive into what we mean when we talk about “quality” investing.
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    September 10, 2024
    • Capital Partners
    Senior Wealth Planner Kerri Mast discusses effective nonprofit board governance during complex and uncertain times.
  • Healthcare, insurance and wooden blocks in studio on an empty gray background for safety or security. Abstract, medicine and health with block toys in a hospital or clinic for medical care
    • Capital Partners
    BBH Principals Alison Hutchinson and Brett Sovine and Assistant Vice President Lindsay Hodgkins discuss how to provide financial support for family members in a time of crisis without unnecessary tax and complexity.
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    August 23, 2024
    • Capital Partners
    BBH Relationship Manager Laura Salibello provides financial tips for making the transition out of college more manageable.
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    August 23, 2024
    • Capital Partners
    Senior Wealth Planner Ross Bruch lays out an eight-step guide for getting your estate plan in order.
  • Family tax benefit, inherit tax, property or estate and household tax concept : Tax bag, family with kids living in a residential facility, a dollar bag, a car, a first aid kit are atop coin stacks.
    August 23, 2024
    • Capital Partners
    BBH Senior Wealth Planner Alison Hutchinson explains why now is the time to fund a revocable trust.
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    August 23, 2024
    • Capital Partners
    Principal Kerri Mast discusses five steps for setting up a charity.
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    August 23, 2024
    • Capital Partners
    Parents may think that after high school, there is not much more they can do to educate children about the value of money. Here, Relationship Manager Beth Milkovits explores the ways that parents can prepare their college-age and emerging adult children to be financially responsible adults.
  • Abstract background with rings
    August 06, 2024
    • Investor Services
    BBH’s Eamonn O’Callaghan explores recent interest in multi-asset ETFs and shares key considerations for managers.
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    August 01, 2024
    • Capital Partners
    Senior Wealth Planner Kerri Mast covers considerations during election season for charities and board members as it relates to which activities are permitted for charities, which are permitted within certain limits, and which are prohibited altogether.
  • Full cover of the Summer 2024 InvestorView Magazine
    July 30, 2024
    • Capital Partners
    In this issue of InvestorView, we examine the U.S. economy as we enter the second half of 2024 and break down our Investment Research Group’s three-pronged approach to portfolio construction. We also cover critical considerations for successful asset allocation for endowments and foundations and review our fixed income investing principles.
  • Male and female characters reviewing an investment portfolio.
    • Capital Partners
    BBH Partner Suzanne Brenner and Deputy Chief Investment Officer Ilene Spitzer discuss special considerations to take into account when setting an asset allocation for endowments and foundations.
  • Abstract arrow direction. Technology background
    July 30, 2024
    • Capital Partners
    Fixed Income Product Specialist Tom Brennan covers the pillars of our fixed income investment philosophy that we believe position us to weather a variety of market environments.
  • Business People Connect Huge Pie Chart Elements
    • Capital Partners
    Chief Investment Officer (CIO) Justin Reed, Deputy CIO Ilene Spitzer, and Head of Client Portfolio Management and Strategy Niamh Bonus take a closer look at the sophisticated frameworks we use to enhance the traditional portfolio construction process.
  • New York Times Square Summer with a large crack
    July 30, 2024
    • Capital Partners
    In the feature article of this issue of InvestorView, BBH Partner and Chief Investment Strategist Scott Clemons looks at the state of the U.S. economy as we cross the midyear mark and head into the second half of 2024. He examines several cracks in the façade of consumer spending that imply a looming deceleration in economic growth.
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    July 30, 2024
    • Capital Partners
    We discuss the ways in which the worlds of investing and philanthropy are becoming more integrated and the importance of cross-generational conversations around this topic.
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    • Capital Partners
    We speak with Partner Suzanne Brenner and Chief Investment Officer Justin Reed to get a closer look at blockchain and the cryptoasset ecosystem.
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    July 29, 2024
    • Capital Partners
    Senior Wealth Planner and Director of Philanthropic Advisory Kerri Mast explores options for philanthropists wishing to support charities around the world.
  • man standing on dollar
    July 19, 2024
    • Investor Services
    In this quarterly, we analyze the global easing cycle under way and how the USD can benefit in Q3, the challenges ahead for emerging markets in H2, and the key metrics shaping investor perspectives on emerging market currencies.
  • Football hitting the back of a goal net
    July 18, 2024
    • Investor Services
    The acceleration of settlement cycles across Europe is unlikely to be as straight forward as the North American changeover – in fact it’s likely to be a whole different ball game – here’s the reasons why.
  • Full cover of the Summer 2024 issue of Women and Wealth Magazine
    July 17, 2024
    • Capital Partners
    In the summer issue of Women & Wealth Magazine, we highlight notable women in investing throughout the decades – in particular, BBH Partner Suzanne Brenner. We also cover how to talk with your children about money, look at the changing landscape of family wealth advising, and talk about Olympic athletes with Flame Bearers Founder Jamie Mittelman.
  • Suzanne Brenner
    July 17, 2024
    • Capital Partners
    In the feature article of this issue of Women & Wealth Magazine, we sit down with BBH Partner and former Chief Investment Officer Suzanne Brenner to learn more about her journey from classical music to finance, her investment philosophy, and how she’s helping to pave the way for more women in investing.
  • A pattern of many diverse women
    July 17, 2024
    • Capital Partners
    Our women in investing timeline showcases the achievements of notable women in investing, from 1950 to today.
  • family on bench at sunset
    July 17, 2024
    • Capital Partners
    “Wealth 3.0: The Future of Family Wealth Advising” explores the shift in family wealth advising toward a more holistic approach. Here, Kenden Alfond, a Certified Finance Behavior Specialist®, breaks down the book’s key lessons.
  • Jamie Mittelman
    July 17, 2024
    • Capital Partners
    In “Five Questions,” Jamie Mittelman, founder of Flame Bearers, discusses the power and potential of women’s sports, and how she’s helping highlight Olympic and Paralympic athletes ahead of the 2024 Paris Summer games.
  • Bursts, splashing water droplets on a solid background
    July 15, 2024
    • Investor Services
    Regulator lays out expectations of managers and menu for liquidity management of UCITS and AIFMD fund.
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    July 10, 2024
    • Capital Partners
    In this video, BBH Chief Investment Strategist Scott Clemons discusses current market dynamics, explains how to calculate your organization’s unique spending rate, and provides tangible solutions to organizations grappling with these issues.
  • Owner to Owner Summer Issue 2024
    July 09, 2024
    • Capital Partners
    In this issue of Owner to Owner, we delve into the music-related artificial intelligence space, navigate the intricacies of selling or leaving a family business, and provide tips for corporate liquidity management.
  • Eddie Hsu and Geraldo Ramos
    July 09, 2024
    • Capital Partners
    Artificial intelligence (AI) is at the forefront of everyone’s minds lately – and this is no different in the music industry. We sat down with Geraldo Ramos and Eddie Hsu, co-founders of Music.AI, to discuss the process behind launching and growing their company, how they stay unique in a competitive space, and what the future holds for AI and music.
  • growth in business and finance, growing graphs and charts with statistics and digits
    • Capital Partners
    Head of Corporate Advisory & Banking Lewis Hart, Managing Director Alex Toskovich, and Associate Turner Banwell cover how active corporate liquidity management can foster business resilience and growth.
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    • Capital Partners
    What should be front of mind when planning to sell your business? BBH Senior Wealth Planners Ali Hutchinson and Karin Prangley review some key estate planning considerations for business owners preparing for a sale.
  • Abstract charts and graphs
    July 02, 2024
    • Investor Services
    What’s ahead for U.S., APAC, and European markets in the second half of 2024.
  • brown brothers harriman next gen
    • Capital Partners
    In this issue of The Fresh Take, we asked our Next Gen Summit speakers about their experiences as entrepreneurs and in the field of artificial intelligence.
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    June 24, 2024
    • Capital Partners
    Senior Wealth Planner Alison Hutchinson delves into the advantages of intra-family loans in this rising interest rate environment.
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    June 24, 2024
    • Capital Partners
    Senior Wealth Planner Alison Hutchinson explores time-sensitive and beneficial wealth planning strategies to consider amid the current volatility.
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    June 04, 2024
    • Investor Services
    We break down the latest updates on the T+1 Settlement transition and provide insights from our conversations with clients, industry groups, consultants, and peers.
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    May 22, 2024
    • Investor Services
    BBH’s Derek Coyle provides a refresher on key elements of T+1 and answers questions from our Talking T+1 webinar series.
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    • Investor Services
    Active strategies take center stage as investor demand drives growth and product expansion.
  • Glowing lines background. Abstract modern lines. Geometric motion pattern. Graphic concept for your design
    May 16, 2024
    • Investor Services
    What investors and managers need to know before entering the ELTIF regime.
  • Illustration of many arrows changing way to converge toward objective on kraft paper
    May 14, 2024
    • Capital Partners
    What does the future of philanthropy look like in a changing landscape? Head of Philanthropic Advisory Kerri Mast explains how the once-defined “lines” governing philanthropy are beginning to blur and how to take advantage of these changes in your giving plans.
  • A woman arranges red heart shape puzzles
    May 13, 2024
    • Capital Partners
    Senior Wealth Planner Nicole Jackson Leslie walks through charitable opportunities, touching on what to give, how to give, and important tax considerations.
  • Spanish dictionary out of focus with area in focus by magnifying glass. Presbyopia. Older people
    May 09, 2024
    • Investor Services
    Derek Coyle sets out how the rules impact a broader scope of clients.
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    May 03, 2024
    • Investor Services
    Adrian Whelan sums up what is at stake for firms and their service providers.
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    May 02, 2024
    • Investor Services
    Our latest FX quarterly takes a closer look at the true value of the USD and its role on the global platform as well as China’s path to recovery and its impact on Emerging Markets.
  • ""
    May 02, 2024
    • Investor Services
    Carbon pricing has a growing role in countries’ climate change responses. Jay Foraker assesses current mechanisms, their impact on economic growth, and the next evolution.
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    May 01, 2024
    • Capital Partners
    Senior Wealth Planner Nicole Jackson Leslie provides five tips for vetting charitable organizations before you give.
  • ""
    • Capital Partners
    The decision to pursue an outside exit strategy, as opposed to a traditional family ownership succession path, is a difficult one. We lay out several steps that owners who are grappling with this issue can take as they seek to determine the best strategy for themselves, the family and the business.
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    April 19, 2024
    • Capital Partners
    BBH Senior Wealth Planner Kerri Mast discusses how economic disruption can affect endowments and shares how to review spending policies to mitigate negative impact.
  • Full cover of the Spring 2024 issue of Women and Wealth Magazine
    April 17, 2024
    • Capital Partners
    In this issue of Women and Wealth, we release our annual list of Women to Watch, investigate the gap in women’s health care, and discuss the power of storytelling. We also learn how to navigate the tensions of the coming election season and explore the meaning of financial feminism.
  • Dr. Joy Buolamwini, Jodie Kaufman Davis, Missy Godfrey, Alisha Goldstein, Tina Kramer, Shawnee Knight, Amanda Rice, Karla Trotman, Catherine Ulozas, Kristi Vo and Allison Whalen
    April 17, 2024
    • Capital Partners
    We highlight inspiring and groundbreaking women pushing barriers and capitalizing on new opportunities in 2024.
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    April 17, 2024
    • Capital Partners
    Despite living longer than men, women spend 25% more time in poor health. McKinsey Partners Lucy Perez and Megan Greenfield explore what is driving this gap in health outcomes and what we can do to close it.
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    April 17, 2024
    • Capital Partners
    A recent report by the McKinsey Health Institute found that investments addressing the women’s health gap could add years to life and boost the global economy. In this infographic, we dive into the statistics of the report and what they mean for women’s health.
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    April 17, 2024
    • Capital Partners
    We look at the art and science of storytelling as an important tool for navigating wealth planning and family legacies.
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    April 17, 2024
    • Capital Partners
    Emotions are high this election season. How can we improve communication and foster family relationships during a divisive election year?
  • Jacki Zehner
    April 17, 2024
    • Capital Partners
    We sit down with Jacki Zehner, founder of SheMoney, to talk about the lessons she has learned from Gloria Steinem and how they have inspired her life and work. May they inspire you as well!
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    April 04, 2024
    • Investor Services
    Optimizing your affirmation model in a T+1 Settlement Cycle.
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    April 02, 2024
    • Capital Partners
    Setting up a proper buy-sell agreement is key to mitigating conflict when a stakeholder wants to leave the family business.
  • The Fresh Take: Homebuying Edition
    • Capital Partners
    In this edition of The Fresh Take, we look to provide some helpful information to guide you in affording, protecting, and investing in your first or even tenth piece of real estate.
  • Young man and woman holding boxes and moving in new house.
    March 22, 2024
    • Capital Partners
    Buying your first home can be an exciting, but overwhelming, journey. Senior Relationship Associate Sean Kennedy covers the essentials of what to know before you buy.
  • ""
    • Capital Partners
    In this Next Gen Spotlight, Relationship Manager Myles Christian sits down with J.B. Andreassi, co-principal of Andreassi Development, rising real estate star, and reality TV personality, to discuss his journey from real estate to TV, working for the family business, and how he balances it all.
  • Colorful beach houses on a sandy beach under a blue sky on the North Carolina coast
    March 22, 2024
    • Capital Partners
    Relationship Manager Michael O'Connor reviews the advantages and risks of purchasing and owning an investment property.
  • March 22, 2024
    • Capital Partners
    Senior Wealth Planner Stacia Kroetz and Senior Relationship Associate Max Kesner address a common question we see clients wrestle with: Should I buy a house with my trust or other assets?
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    March 21, 2024
    • Investor Services
    Protect your operating model and distribution relationships by understanding the downstream impact of changing your investor settlement periods, Killian Lonergan warns asset managers.
  • ""
    March 20, 2024
    • Investor Services
    A positive policy pivot from the European Commission has the market excited once again about ELTIF 2.0.
  • ""
    March 08, 2024
    • Investor Services
    Tim Bosco shares a roadmap to quicker gains in data strategy development.
  • Shift your mindset: innovation in family business. Owner to Owner.
    March 07, 2024
    • Capital Partners
    In this issue of Owner to Owner, we look at the business environment so far in 2024, explore how to cultivate innovation and motivation in family and privately-owned businesses, discuss the benefits of creating a family constitution, and give an update on the Corporate Transparency Act.
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    March 07, 2024
    • Capital Partners
    Michael Conti, Jeff Miller, Neriah Ray-Saunders, Jack Goryl and Christine Hourihan provide an overview of the business environment on three fronts: the overall economy, the credit markets, and the private equity and mergers and acquisitions markets.
  • ""
    March 07, 2024
    • Capital Partners
    Keeping innovation and entrepreneurship front of mind is key to both maintaining and growing the family business as it moves into the future and, eventually, into a new generation’s hands. Head of the BBH Center for Family Business Ben Persofsky discusses how business owners can shift their mindset toward innovation in order to sustain entrepreneurship for generations.
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    March 07, 2024
    • Capital Partners
    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.
  • ""
    March 07, 2024
    • Capital Partners
    Senior Wealth Planner Ross Bruch looks at the science behind how business owners can pass down motivation and determination to younger generations.
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    March 07, 2024
    • Capital Partners
    We cover the essentials of the 2024 Corporate Transparency Act: what it is, who it affects, and how to take action.
  • ""
    February 22, 2024
    • Investor Services
    In our first FX outlook of 2024, BBH strategists are sharing the major themes continuing to impact the market, the road ahead for China’s recovery, and global impact of 2024’s "Year of the Vote."
  • ""
    February 21, 2024
    • Investor Services
    BBH presents its 2024 Fund Distribution Outlook, which discusses how asset managers around the world are adapting their distribution efforts to a challenging fund-raising environment, regulatory changes, and technological advancements.
  • Cartoon man holding arrow falling down
    February 20, 2024
    • Capital Partners
    Cash provides important flexibility in managing a portfolio and helps promote an opportunistic style. As a result of the yield curve inversion and expensive ratios on generic triple-A municipal bonds, we now hold all our municipal bond portfolio reserves in cash.
  • February 16, 2024
    • Investor Services
    Adrian Whelan assesses global regulators’ rapid responses to tech disruption, geopolitics and volatility, where industry differs in opinions on the changes, and the importance of seeing both sides to promote growth and safety in capital markets.
  • February 16, 2024
    • Investor Services
    Adrian Whelan, Global Head of Market Intelligence, recently sat down with Amy Matsuo, Principal and Leader, Regulatory Insights at KPMG, to discuss the main SEC regulatory drivers for the U.S. market in 2024.
  • ""
    February 09, 2024
    • Investor Services
    We’ve partnered with K&L Gates to revisit the current state of mutual funds to ETF conversions and identify the next step for the industry.
  • Private Lessons: Investing Like an Owner
    February 06, 2024
    • Capital Partners
    In this issue of InvestorView, we discuss how to invest with an owner mindset, the positive outlook for bonds in 2024, and explore the benefits of freezing a GRAT in the current market environment. We also review the state of the markets and economy as we head into the new year.
  • ""
    February 06, 2024
    • Capital Partners
    In the feature article of this issue of InvestorView, BBH Partner and Chief Investment Strategist Scott Clemons considers three main lessons at the intersection of business ownership and portfolio management.
  • ""
    February 06, 2024
    • Capital Partners
    Justin Reed, BBH Partner and chief investment officer, and Greg Steier, head of tax-exempt fixed income, examine recent shifts in the fixed income environment and why they might mean a more positive outlook for bonds in the new year.
  • ""
    • Capital Partners
    Senior Wealth Planners Alison Hutchinson and Stacia Kroetz share why it may be beneficial to “freeze” a GRAT in today’s market environment.
  • ""
    February 06, 2024
    • Capital Partners
    BBH Partners and Chief Investment Officer Justin Reed and Chief Investment Strategist Scott Clemons recently discussed the current economic environment and outlook for the future. Here, we review key takeaways from the conversation.
  • ""
    February 02, 2024
    • Investor Services
    Demand is expected to remain concentrated in key sectors and specific names until interest rate policy changes, writes Rob Lees.
  • Blurry People Walking in Central Park
    January 01, 2024
    • Capital Partners
    BBH Investment Management’s mission is to preserve and grow our clients’ capital over long periods of time. For over 80 years, BBH Investment Management (IM) has performed proprietary investment research focusing on long-term capital preservation and the prudent management of risk. At the core of our investment process has always been an understanding that the path to generating attractive long-term investment returns is first and foremost to reduce the likelihood of permanent capital loss.
  • Blurry People Walking in Central Park
    January 01, 2024
    • Capital Partners
    At BBH we recognize that climate change-related risks present significant challenges to society, the global economy, and financial markets.
  • Abstract digital circles
    December 22, 2023
    • Investor Services
    As the T+1 deadline approaches, BBH’s Ricky Ellis analyzes the important FX workflow decisions managers have made, the solutions that are taking shape, and the challenges that lie ahead.
  • ""
    • Investor Services
    With increased competition and growth of ETF products, BBH's Tom Poppey, Antonette Kleiser, and Tim Huver discuss why managers are increasingly turning to securities lending as a core piece of their investment programs.
  • ""
    December 19, 2023
    • Investor Services
    As industry prepares for U.S. T+1, BBH’s Ted Suda, Yoshifumi Nakajima, and Chris Pigott share the major impacts and considerations facing firms in Asia.
  • ""
    December 13, 2023
    • Investor Services
    The final U.K. sustainability disclosure rules display flexibility and pragmatism for ESG rulemaking as well as a potential shift to greater convergence between the U.K. and E.U.
  • The Fresh Take: Personal Finance Edition
    • Capital Partners
    In our Q4 2023 edition of The Fresh Take, a BBH Next Gen newsletter, we highlight what you need to know about your personal finances.
  • Dollar coins falling to glass jar with books and stationary around 3d vector illustration line art
    December 13, 2023
    • Capital Partners
    The formula is simple: As we grow and mature, we turn our human capital into financial capital. BBH Chief Investment Strategist Scott Clemons and Relationship Manager Laura Salibello pull apart how we can turn that formula into a way to plan for the future – and the unexpected – using a personal balance sheet.
  • Gaurav Sharma
    December 13, 2023
    • Capital Partners
    In this Next Gen Spotlight, Relationship Manager Mack Dowling sits down with Gaurav Sharma, founder and CEO of Capitalize, to discuss career lessons and the importance of remaining focused on your mission.
  • ""
    December 13, 2023
    • Capital Partners
    Relationship Associate Elise Johnston provides strategies for making the most of your income and getting on the path toward achieving long-term financial growth, stability, and success.
  • ""
    December 13, 2023
    • Capital Partners
    Relationship Manager Laura Salibello outlines key considerations for getting your first credit card.
  • SEC Headquarters building in Washington DC
    December 12, 2023
    • Investor Services
    The SEC’s final rules for private fund advisors bring a new level of investor transparency and are highly likely to shake up current practices.
  • ""
    November 30, 2023
    • Capital Partners
    A comprehensive tax plan considers not only federal gift, estate, and generation-skipping transfer tax, but also state and local income tax and transfer tax rules. Here, we break down a common scenario of moving from New York to Florida.
  • The hardest part of estate planning: Sharing the plan
    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.
  • ""
    November 28, 2023
    • Capital Partners
    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.
  • ""
    November 28, 2023
    • Capital Partners
    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.
  • ""
    November 28, 2023
    • Capital Partners
    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.
  • ""
    November 28, 2023
    • Capital Partners
    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.
  • Lydia Fenet
    November 28, 2023
    • Capital Partners
    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.
  • ""
    November 16, 2023
    • Investor Services
    Active ETFs show little sign of slowing down, as 82% of investors intend to increase or maintain their exposure to active ETFs. Chris Pigott, Eamonn O'Callaghan, and John Hooson highlight where the opportunities and benefits are for asset managers considering active ETF launches.
  • City of London office buildings at dawn
    November 06, 2023
    • Investor Services
    In the immediate aftermath of Brexit, the continued access of UCITS funds to U.K. retail investors became a primary concern. While temporary measures were employed, the FCA said it would soon consult industry on a permanent solution.
  • World map with all states and their flags
    November 03, 2023
    • Investor Services
    As the global tax landscape continues to evolve, let’s take a closer look at the major changes and developments impacting our industry.
  • Blurry People Walking in Central Park
    November 01, 2023
    • Capital Partners
    The purpose of responsible investment at BBH IM is, primarily, to further our mission to preserve and grow our clients’ capital across economic and market cycles. We believe Investment Stewardship can serve as an effective mechanism in our investment process to manage material risks and inform our conviction on the durability of assets for the long-term.
  • ""
    October 30, 2023
    • Investor Services
    In our latest FX quarterly, strategists share the key considerations for global markets following recent volatility, BRICS expansion and the road ahead as markets looks to restabilize.
  • Owner to Owner Fall Issue 2023
    October 25, 2023
    • Capital Partners
    In this issue of Owner to Owner, we explore strategies for successful communication in a private business, examine factors that come into consideration when debating whether now is time to sell the family business, and review key findings from our inaugural Private Business Owner Survey.
  • Virtual upward arrows hologram on modern architecture background.
    October 25, 2023
    • Capital Partners
    Michael Conti, Grant Smith, and Christine Hourihan provide an overview of the business environment on three fronts: the overall economy, the credit markets, and the private equity and mergers and acquisitions markets.
  • Two talking business people with discussion message bubbles in minimalistic vintage style. Concept of communication.
    October 25, 2023
    • Capital Partners
    Head of the BBH Center for Family Business Ben Persofsky discusses four strategies for improving communication in a private or family-owned business.
  • Illustration of man changing direction, surreal abstract choice concept
    • Capital Partners
    John Secor, Kyle Gordon, and Carson Christus from our Corporate Advisory team discuss family and business factors that come into consideration when debating whether now is the time to sell the family business.
  • ""
    October 23, 2023
    • Capital Partners
    Co-Chief Investment Officer Suzanne Brenner explores how the various aspects of our asset allocation, portfolio construction, risk management, and manager selection processes work together to create value for clients.
  • Abstract stream information with circles array and binary code
    October 23, 2023
    • Investor Services
    With some in the industry downplaying the impacts of the upcoming settlement shift, it’s important to consider the facts behind the myths.
  • Slinky photographed with gels and continuous lighting
    October 13, 2023
    • Investor Services
    Before asking the EU to greenlight the revised ELTIF 2.0 rules by January 2024, ESMA considers industry feedback on what will make it a success. Here’s our take.
  • Top 10
    October 04, 2023
    • Capital Partners
    Selecting a private wealth management firm requires one to answer a multitude of questions before making a final decision. In this commentary, Jacob Turner discusses the 10 most critical considerations high-net-worth individuals must make when hiring a private wealth manager.
  • ""
    • Capital Partners
    We outline key year-end opportunities as they relate to gifting, income tax planning, retirement planning, and planning in a high interest rate environment, as well as provide a year-end checklist based on your goals.
  • ""
    September 26, 2023
    • Investor Services
    The ESG disclosure regime has had a significant impact on funds in Europe since implementation in March 2021. Now, policymakers are reassessing.
  • ""
    September 23, 2023
    • Capital Partners
    Senior Wealth Planner Ali Hutchinson and Stacia Kroetz look at spousal lifetime trusts – an estate planning strategy that may be the right fit for individuals who wish to transfer assets to others during life, but who also want to maintain access to the funds.
  • Artificial intelligence connected to a network of icons: problem solving, decision making and productivity concept
    September 19, 2023
    • Investor Services
    As emerging technology levels the competitive playing field, the right blend of AI and human intelligence will help firms achieve effective innovation.
  • ""
    September 19, 2023
    • Capital Partners
    BBH Relationship Manager Alexandra Bauer provides guidance on each step of the RFP process and discusses the key considerations to ensure its success.
  • ""
    September 14, 2023
    • Investor Services
    A deep dive into the downstream impacts of T+1 on the ETF ecosystem and how participants should be preparing to support primary market activity.
  • ""
    September 14, 2023
    • Capital Partners
    Relationship Manager Elizabeth Madden reviews some of the benefits included in employee health insurance plans that go beyond your typical retirement and insurance elections.
  • DaQuan Jones
    September 14, 2023
    • Capital Partners
    In our fall Next Gen Spotlight, BBH Relationship Manager Scott Hooper speaks with DaQuan Jones of the Buffalo Bills about physical and mental wellness and how he manages both as a defensive lineman in the NFL.
  • ""
    September 14, 2023
    • Capital Partners
    Relationship Associate Brooke Royer explores five ways you can increase your productivity, prevent burnout, and promote wellness at work.
  • ""
    September 14, 2023
    • Capital Partners
    Relationship Associate Scott Danforth takes a closer look at the skill sets student athletes bring with them to the workforce and how playing a college sport may translate to success in post-graduate careers.
  • ""
    September 14, 2023
    • Capital Partners
    Senior Relationship Associates Sean Kennedy and Lucy Townend discuss the key differences between HSA and FSA plans so you can best plan for the future.
  • ""
    September 13, 2023
    • Capital Partners
    BBH Relationship Manager Beth Milkovits provides a guide for introducing the concept of money and its value to children. She outlines the different ways parents can present money management responsibilities and impart the value of a dollar and importance of giving to their children in various stages of childhood development.
  • ""
    September 12, 2023
    • Capital Partners
    Relationship Manager Laura Salibello defines the basic principles of investing and shares how parents can incorporate them into preliminary conversations when teaching kids about investing.
  • ""
    • Capital Partners
    BBH Partner Kathryn George, Head of the Center for Family Business Ben Persofsky, and Senior Wealth Planner Ali Hutchinson explore the various roles of a family business’s board of directors in succession planning.
  • ""
    August 29, 2023
    • Capital Partners
    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.”
  • ""
    August 28, 2023
    • Capital Partners
    John Secor and Kyle Gordon discuss a key issue faced by family businesses: the difficulty of managing capital and liquidity demands. They zero in on a critical factor of finding the right balance – patient capital – and provide advice on how family businesses can achieve this important objective.
  • Glowing Network Connections.
    August 22, 2023
    • Investor Services
    BBH’s Amy Morris explains how the transfer agent’s AML/Sanctions program can help the fund and asset manager mitigate risks effectively while providing a best-in-class experience for their investors.
  • ""
    August 17, 2023
    • Investor Services
    Let’s look at the rapid growth of the ETF market and debunk the five most common misconceptions holding asset managers back.
  • Your business is not your story: a conversation with Murray Nossel, Co-founder of Narativ
    August 16, 2023
    • Capital Partners
    In this issue of Owner to Owner, we speak with Murray Nossel, co-founder of Narativ, on the value of creating a legacy story, review the potential effects of the Inflation Reduction Act on private business owners, and outline how to establish a dividend policy for the family business.
  • ""
    • Capital Partners
    Michael Conti, Jeff Miller, Neriah Ray-Saunders, and Christine Hourihan provide an overview of the business environment on three fronts: the overall economy, the credit markets, and the private equity and mergers and acquisitions markets.
  • Murray Nossel
    • Capital Partners
    In this issue’s feature interview, we speak with Narativ Co-Founder Murray Nossel about his passion for storytelling, why it’s so important that people – especially business owners – record their stories, and how they can negotiate their legacies.
  • ""
    August 16, 2023
    • Capital Partners
    Lewis Hart, our head of corporate banking, reviews the potential effects of the Inflation Reduction Act tax credits and more on private business owners.
  • ""
    • Capital Partners
    John Secor, Kyle Gordon, and Carson Christus of our Corporate Advisory team outline five options for family business owners that are committed to formalizing a dividend policy.
  • ""
    August 08, 2023
    • Capital Partners
    BBH Senior Wealth Planner Ross Bruch looks at Mihaly Csikszentmihalyi’s research on the idea of “flow,” or energized, focused enjoyment of a task. He discusses how owners and managers can cultivate flow at work to their employees’, and business’s, benefit.
  • Network of pins and threads in the shape of many interconnecting speech bubbles symbolizing social dialog
    August 02, 2023
    • Investor Services
    The EU Commission’s Retail Investment Strategy is a behemoth set of policy revisions to revise and revamp EU regulated investment funds. However, one specific proposal has attracted vast industry commentary.
  • European Union Flags in Strasbourg
    August 02, 2023
    • Investor Services
    With 35,000 funds and €12 trillion of assets in scope , any substantive changes to the UCITS framework are usually worthy of asset managers’ attention, writes Adrian Whelan
  • The Future of Women's Health: Discussing Innovation with Three Women Leaders in Healthcare. Featuring Dr. Connie Lehman of Clairity, Heather Monroe of Monroe Wellness, and Dr. Katherine Saunders of Intellihealth.
    August 02, 2023
    • Capital Partners
    In this issue of Women & Wealth Magazine, we speak with a group of women driving change in the healthcare space, explore the complexity of teaching the value of digital currency to children, provide three strategies for maximizing time, and learn more about the current state of motherhood in the U.S.
  • ""
    August 02, 2023
    • Capital Partners
    In the feature article of this issue of Women & Wealth Magazine, we sit down with three innovators in women’s health – Dr. Connie Lehman of Clairity; Heather Monroe, LCSW, of Monroe Wellness; and Dr. Katherine Saunders of Intellihealth – to discuss how they are working to change paradigms in their areas of expertise, why preventative medicine is so important, and how the industry is shifting toward more personalized methods of treatment.
  • ""
    August 02, 2023
    • Capital Partners
    BBH Senior Wealth Planner Ross Bruch provides three time management strategies in order to maximize your time affluence.
  • Jill Koziol
    August 02, 2023
    • Capital Partners
    In Five Questions, we sit down with Jill Koziol, co-founder and CEO of Motherly, to discuss why she started the platform, the results of Motherly’s latest annual State of Motherhood survey, and where she sees the company and herself in the next five years.
  • ""
    • Capital Partners
    BBH Private Banking Co-Chief Investment Officers Suzanne Brenner and Justin Reed examine generative AI and our portfolios’ exposure to this rapidly developing technology.
  • ""
    July 25, 2023
    • Capital Partners
    In the feature article of this issue of InvestorView, BBH Co-Chief Investment Officer Justin Reed and Head of Investment Research Ilene Spitzer cover the “10 Ps” that are core to our manager selection process.
  • ""
    • Capital Partners
    BBH Partners and Co-Chief Investment Officers Suzanne Brenner and Justin Reed and Chief Investment Strategist Scott Clemons recently discussed the current economic environment, market volatility, and positioning for the future. Here, we review key takeaways from the conversation.
  • What We Believe: The 10 Ps of Manger Selection
    July 25, 2023
    • Capital Partners
    In this issue of InvestorView, we cover our “10 Ps” of investment manager evaluation, review the current state of the markets, discuss our approach to investing in private markets, examine the rise of generative AI, and look at results from our 2023 Private Business Owner Survey.
  • ""
    July 25, 2023
    • Capital Partners
    We look at insights gathered from our inaugural Private Business Owner Survey, focusing in on the attitudes of private business owners toward economic uncertainty and investing.
  • ""
    July 24, 2023
    • Investor Services
    Amid market volatility and greater divergence in capital markets, securities lending revenues will be granular and targeted to a concentrated set of opportunities, writes Rob Lees.
  • ""
    July 18, 2023
    • Investor Services
    Amid sighs of relief that mandatory swing pricing and intermediary support of floating NAVs haven’t made the final cut, groans about the work to do to adhere to MMF rules can also be heard.
  • ""
    July 14, 2023
    • Investor Services
    As access to private markets funds broadens, alternative asset managers must adapt to a new ecosystem where simplification and investor education about access routes are key. BBH’s Lata Vyas spoke on the topic at FundForum and shares further insights.
  • FXQ3 2023: Proving Forecasts Wrong
    July 12, 2023
    • Investor Services
    In the second FX quarterly of the year, strategists examine how the major investment themes that held at the beginning of the year have been proven wrong.
  • ""
    June 27, 2023
    • Investor Services
    A look at how an expanding product platform and investor use are driving growth.
  • ""
    June 27, 2023
    • Capital Partners
    In this article, we discuss family offices, what it takes to create one, who should consider creating one, and who is better suited to work with an established private wealth manager focused on ultra‐high‐net‐worth clients.
  • ""
    June 26, 2023
    • Investor Services
    With news headlines about listed and unlisted share classes ramping up, here’s what managers considering these structures should know.
  • ""
    June 26, 2023
    • Holloway Rule
    • Capital Partners
    Senior Relationship Associates Amy Orser and Holly Rule look at several tax-efficient strategies for parents looking to pass wealth to children: 2503(c) trusts, trusts with Crummey withdrawal rights, UGMA/UTMA accounts, and 529 education savings plans.
  • Jill Koziol
    June 26, 2023
    • Capital Partners
    In our Summer Next Gen Spotlight, Senior Relationship Associate Hailey Hoyos sits down with Jill Koziol, co-founder and CEO of Motherly, to discuss why she started the platform, how she navigates growth, and where she sees the company and herself in the next five years.
  • ""
    June 26, 2023
    • Capital Partners
    We cover three types of insurance – health, life, and disability – to review if you’re expecting.
  • ""
    June 26, 2023
    • Capital Partners
    Relationship Associate Lucy Townend discusses the risks and challenges involved with the decision to leave the workforce and the steps you can ‎take to make the decision a positive one for the entire family.
  • ""
    June 26, 2023
    • Capital Partners
    Senior Relationship Associate Sean Kennedy looks at the benefits and drawbacks for couples considering a DINK, or “dual income, no kids,” life.
  • ""

    Audio series

    June 22, 2023
    • Investor Services
    More fund managers are using many third parties to distribute their funds. In this audio series, BBH’s Head of Distribution Intelligence, Killian Lonergan, shares insights on how to navigate the complex ecosystem and joins industry specialists to take a closer look at the key areas of concern.
  • ""
    June 15, 2023
    • Capital Partners
    Head of Philanthropic Advisory Kerri Mast discusses a common dilemma among philanthropically inclined individuals: the decision to set up a private foundation vs. a donor-advised fund.
  • ""
    June 14, 2023
    • Capital Partners
    We cover key areas of the philanthropic journey, highlighting considerations when thinking about how to give back.
  • ""
    June 14, 2023
    • Investor Services
    Making tactical decisions at the expense of more strategic approaches would be a missed opportunity. Keith Haberlin shares how to optimize your operating model for shorter settlement cycles.
  • ""
    June 12, 2023
    We recap our recent Next Generation Summit, which provided a forum for attendees to share ideas, learn from a wide range of entrepreneurs and experts, and network with peers.
  • ""
    June 08, 2023
    • Capital Partners
    We speak with Kevin Duncan, the BBH Trust Company’s director and head of estate administration, about the role estate administration plays in helping families thrive for generations and why a corporate executor may be the best option in certain situations.
  • ""
    June 06, 2023
    • Capital Partners
    Wealth Planner Peter Moshang covers considerations for those looking to help family members buy a home.
  • ""
    May 31, 2023
    • Investor Services
    BBH’s Tom Poppey and Rob Lees look at the changes that asset managers should prioritize and how they can use the race to T+1 to gain an edge.
  • ""
    • Capital Partners
    Investing in private markets is an important component of many client portfolios. We provide advice on how to construct a prudently sized private markets portfolio with adequate diversification.
  • ""
    May 24, 2023
    • Capital Partners
    Senior Wealth Planner Kerri Mast discusses developments regarding the extent to which trusts are protected from creditors in the event of divorce.
  • ""
    May 23, 2023
    • Capital Partners
    BBH Relationship Manager Beth Milkovits explores the complexity of teaching the value of digital currency in a time where we increasingly store and spend money online and in the cloud.
  • ""
    • Capital Partners
    Alison Hutchinson and Melineh Ounanian outline some ideas for how trust beneficiaries can learn more about their roles and responsibilities.
  • ""
    • Capital Partners
    BBH Principal Alison Hutchinson focuses on the topic of families, wealth, and communication, discussing the guiding principles that we believe help families create life-affirming, enduring, effective wealth plans.
  • ""
    May 10, 2023
    • Capital Partners
    Managing Director Brett Sovine discusses section 6166 of the Internal Revenue Code, which in certain situations permits the executor of an estate to defer federal estate tax on a closely held business following an owner’s death.
  • ""
    May 09, 2023
    • Capital Partners
    The tax benefits for investing in or founding certain startup businesses can be incredible. Not all investors or founders can take advantage of these benefits, but for those who can, millions of dollars of tax can be saved – and with proper planning, potentially even more.
  • Advisor using KPI Dashboard on virtual screen
    May 08, 2023
    • Investor Services
    Learn how BBH thinks about building digital services and experiences for clients.
  • ""
    May 08, 2023
    • Capital Partners
    We review the reasons that we prefer and recommend concentrated and actively managed investment strategies.
  • ""
    • Capital Partners
    BBH Private Banking Co-Chief Investment Officers Suzanne Brenner and Justin Reed review the markets and provide an update on our current portfolio positioning and priorities.
  • ""
    May 02, 2023
    • Capital Partners
    We discuss upstream gifting, an increasingly popular estate planning technique that involves making gifts up the family tree, rather than downstream.
  • A Flying Through Digital Data Web Spy Tunnel, digital nodes and connection paths
    May 02, 2023
    • Investor Services
    BBH’s Denise Mak and David Weibe explain how the transfer agent, as a natural extension of the asset manager’s operating model, can facilitate an investor experience that is key to enabling growth.
  • Women to Watch in 2023
    April 27, 2023
    • Capital Partners
    In this issue of Women & Wealth Magazine, we feature a group of inspiring women business owners and leaders to watch in 2023 and look at the next generation of women business owners, estate planning for blended families, and time affluence.
  • ""
    April 27, 2023
    • Capital Partners
    In this issue’s feature article, we highlight an inspiring group of women business owners and leaders and share their insights as they anticipate the opportunities and challenges of 2023.
  • ""
    April 27, 2023
    • Capital Partners
    In this issue’s infographic, we look at the state of women business owners and the next generation of women entrepreneurs – why they are starting businesses and how they are doing.
  • ""
    April 27, 2023
    • Capital Partners
    We provide a primer on estate planning for blended families and considerations for couples who are remarrying to create blended families.
  • ""
    April 27, 2023
    • Capital Partners
    BBH Senior Wealth Planner Ross Bruch explores “time affluence” – a term that refers to the idea that, like money, time can be saved, spent, and wasted. He addresses wealth’s impact on time affluence, how to cultivate it, and how to avoid “time poverty,” which can lead to a lack of mindfulness and cognitive overload.
  • Christina Pardy
    April 27, 2023
    • Capital Partners
    In “Five Questions,” we speak with Christina Pardy, founder of Sh*t That I Knit, about what led her to start the company, what it takes to be competitive in the sustainable clothing space, and how she navigates challenges.
  • ""
    April 26, 2023
    • Capital Partners
    Travis Dunn provides an overview of family business advisory boards and discusses their benefits, composition, and steps for getting started.
  • ""
    April 24, 2023
    • Capital Partners
    We discuss tax planning for the terminally ill or elderly, covering the basic necessities and more advanced techniques around death-bed tax planning.
  • ""
    April 21, 2023
    • Capital Partners
    BBH Wealth Planner Peter Moshang discusses the permanent extension of the IRA charitable rollover, focusing on the benefits it provides philanthropic individuals in their charitable gift planning.
  • ""
    April 19, 2023
    • Capital Partners
    Co-Chief Investment Officer Suzanne Brenner covers steps we take when rebalancing our clients’ portfolios.
  • ""
    April 17, 2023
    • Investor Services
    Ricky Ellis, Head of BBH FX Sales EMEA, assesses the impact of U.S. T+1 on the FX market and key considerations for asset managers.
  • ""
    April 12, 2023
    • Capital Partners
    BBH Senior Advisor Ellen Perry discusses the complexities surrounding a liquidity event and covers ways to make the transition more successful.
  • ""
    April 11, 2023
    • Capital Partners
    Co-Chief Investment Officer Justin Reed discusses market timing. He explores its allure and pitfalls, stressing our belief that the adoption of a value-oriented, bottom-up investment approach, along with a long-term investment horizon and prudent rebalancing plan, is a far more compelling investment strategy.
  • ""
    April 10, 2023
    • Investor Services
    The impacts of shortened settlement cycles in the U.S. are critical to asset managers and banks globally. What can you do now to prepare for the change?
  • ""
    April 06, 2023
    • Capital Partners
    Drew Lichter, vice president of corporate strategy and development at Mobius Risk Group, discusses the advantages of using financial instruments and market strategies to hedge against commodity price risk.
  • Closeup of an hourglass on a blue background
    April 05, 2023
    • Capital Partners
    Patience is a hallmark of our investment process. Read on for a refresher on delayed delivery bonds, their mechanics and how we evaluate them.
  • ""
    • Investor Services
    A look at a decade of evolution and product innovation in ETFs, and how investors are selecting and utilizing the expanding ETF toolkit to meet market shifts.
  • ""
    March 30, 2023
    • Capital Partners
    In light of recent headlines, Head of Corporate Advisory John Secor looks at cash management options for private business owners.
  • Owning the supply chain to deliver the highest-quality products- a conversation with Dan Phipps, CEO of Red River Foods.
    March 29, 2023
    • Capital Partners
    In this issue of Owner to Owner, we speak with the CEO of Red River Foods about owning the supply chain, assess pathways to joining (or not joining) the family business, and look at research on how wealth might influence happiness.
  • ""
    March 29, 2023
    • Capital Partners
    Michael Conti, Neriah Ray-Saunders, and Christine Hourihan provide an overview of the business environment on three fronts: the overall economy, the credit markets, and the private equity and mergers and acquisitions markets.
  • Dan Phipps
    March 29, 2023
    • Capital Partners
    In the feature article of this issue of Owner to Owner, we speak with Dan Phipps, CEO of Red River Foods, about how the company has approached global expansion, what it takes to ensure the highest-quality products, and where he feels the most excitement in the food industry.
  • ""
    March 29, 2023
    • Capital Partners
    We sit down with Adriano Barilla of Barilla Pasta and Brandon Farmer of CSC Sugar for a look at the process of joining (or not joining) the family business through the lens of the next generation.
  • ""
    March 29, 2023
    • Capital Partners
    BBH Senior Wealth Planner Ross Bruch shares insights gleaned from research on how money – and in particular, wealth – might influence happiness.
  • ""
    March 28, 2023
    • Investor Services
    The goal of the European Long-Term Investment Fund to provide much needed funding for small and mid-cap private companies has not been met yet, but a redesign could change that, write Holly Gardner and Adrian Whelan
  • Neon globe star orbit shiny light
    • Investor Services
    Starting a transformation program can be daunting, but with the right formula organizations can deliver real business value.
  • ""
    March 21, 2023
    • Capital Partners
    Prenups are often portrayed in a negative light, but when approached the right way, they can be a practical way to make things a lot easier down the road, if a relationship doesn’t work out. Here’s what to know.
  • ""
    March 21, 2023
    • Capital Partners
    You’ve decided to join together in holy matrimony, but does that include joining your finances? BBH’s Next Gen newsletter The Fresh Take takes a closer look.
  • Allie Doppelt
    March 21, 2023
    • Capital Partners
    In our spring Next Gen Spotlight, Caroline Flores sits down with Allie Doppelt of Michael Doppelt Diamond Company to talk about leaving a corporate job to join the family business, and why buying a diamond is more like building a long-term relationship than just purchasing jewelry.
  • ""
    March 20, 2023
    • Investor Services
    As global markets continue evolving for T+1 settlement cycles, BBH is working with clients to help them optimize their operating models and support their readiness for this major industry shift.
  • ""
    March 16, 2023
    • Capital Partners
    We explore 10 important strategies for raising children to be responsible stewards of wealth. It is never too late to start!
  • ""
    March 09, 2023
    • Capital Partners
    Travis Dunn provides an overview of family business governance, including its definition and purpose, benefits, resource commitment, and steps to begin implementation.
  • Advisor using KPI Dashboard on virtual screen
    March 08, 2023
    • Investor Services
    Jim Tessmer, BBH’s Head of Digital Product Strategy, sits down with Dave Cowing of NovusNorth to discuss how BBH considers building digital experiences for clients.
  • ""
    March 07, 2023
    • Capital Partners
    BBH Managing Director Lewis Hart shares a three-pronged strategy for effectively managing your business’s liquidity during times of volatility and uncertainty.
  • Dynamic wave of glowing particles
    March 06, 2023
    • Investor Services
    For asset managers, ensuring that their distribution, the experience they give to their clients, and their product diversification are fit for operating in a new environment is critical. At the inaugural BBH Insights Exchange event, industry experts discussed challenges that firms may face and how they can adapt.
  • ""
    March 01, 2023
    • Capital Partners
    Our Female Finance Firsts feature showcases the achievements of women who were pioneers in the finance and business fields.
  • ""
    February 12, 2023
    • Capital Partners
    Managing Director Brett Sovine discusses an appealing retirement savings option for working next generation members: the Roth IRA.
  • FXQ1 2023: What WIll Steer Rates in 2023?
    February 03, 2023
    • Investor Services
    In 2023’s first FX quarterly, strategists examine the Fed’s pivot and China’s reopening. Here is a synopsis of what is included in this quarter’s outlook.
  • Happy New Year? Our Economic Forecast for 2023
    February 02, 2023
    • Capital Partners
    In this issue of InvestorView, we discuss our outlook for the markets and economy in 2023, explore how to guide trustees to ensure that trust distributions are rooted in purpose, and look at how to manage cognitive bias.
  • ""
    February 02, 2023
    • Capital Partners
    In the feature article of this issue of InvestorView, BBH Chief Investment Strategist Scott Clemons covers our outlook for the markets and economy in 2023. He considers the state of play as we embark on the 23rd year of this century and discusses what we’re watching as the year progresses.
  • ""
    January 24, 2023
    • Capital Partners
    BBH Private Banking Chief Investment Officer Suzanne Brenner and Deputy Chief Investment Officer Justin Reed review the markets and provide an update on our current portfolio positioning and priorities.
  • ""
    January 06, 2023
    • Capital Partners
    Senior Wealth Planner Ali Hutchinson breaks down several estate planning techniques for individuals who have maxed out their available gift tax exemptions, as well as techniques that can be used to enhance gifts that have already been made and trusts that are already in place.
  • ""
    • Capital Partners
    Many have questions about the financial and tax ramifications of the decision to get married. We discuss the potential benefits and drawbacks to a legal marriage from that perspective.
  • ""
    • Capital Partners
    How can we continue to foster family togetherness in the new year? Ali Hutchinson and Laura Salibello share five resolutions to help your family stay connected.
  • ""
    December 15, 2022
    • Investor Services
    Participants in our latest webinar heard that to retain and attract investors, it is critical that a manager aligns its people, policies and procedures to support its ESG principles.
  • Christina Pardy
    December 15, 2022
    • Capital Partners
    In our winter Next Gen Spotlight, Mackenzie Dowling sits down with Christina Pardy, founder and CEO of Sh*t That I Knit, to talk about turning your side hustle into a full-time job and giving back to others all at the same time.
  • ""
    December 15, 2022
    • Capital Partners
    Private Client Associate Mary Burton is part of our Next Generation Experience team in Charlotte, North Carolina. Here, she discusses her experience in making philanthropy part of her life and shares insights from other BBHers about how they do the same.
  • ""
    November 09, 2022
    • Capital Partners
    Head of Philanthropic Advisory Kerri Mast examines four reasons why people give to charity other than tax benefits – which research has shown are typically not the primary driver of charitable giving.
  • 20221008-IM-Taxable-Muni-Social.jpg 20221008-IM-Taxable-Muni-Cover
    November 07, 2022
    • Capital Partners
    Taxable municipal bonds offer an excellent way to diversify broader taxable portfolios through high-quality, durable credits that frequently offer higher yields than comparably rated corporate debt.
  • Talking taxes
    November 03, 2022
    • Capital Partners
    Relationship Manager Laura Salibello discusses how breaking down a pay statement into six simple steps can help parents explain taxes to their children.
  • ""
    November 01, 2022
    • Capital Partners
    Senior Wealth Planner Ross Bruch examines the role buy-sell agreements can play in helping family businesses plan for intrafamily succession.
  • ""
    October 27, 2022
    • Capital Partners
    We discuss factors that come into play when investing for endowments and foundations.
  • ""
    October 24, 2022
    • Capital Partners
    Ben Persofsky, head of the BBH Center for Family Business, share insights gleaned from recent BBH research on how family businesses can be inclusive in developing future leaders.
  • ""
    October 24, 2022
    • Capital Partners
    In this issue’s “By the Numbers,” we look at the significant impact of family-owned businesses in the world and their communities, as well as how they are measuring up on diversity and inclusion.
  • Meghan Juday
    October 24, 2022
    • Capital Partners
    In “Five Questions,” we speak with Meghan Juday, chairman of IDEAL Industries, about leading the board as a fourth-generation family member, how she hopes to help other women succeed in similar roles and what she sees as the most important leadership quality.
  • Michael Russell Jr
    September 29, 2022
    • Capital Partners
    In our fall Next Gen Spotlight, Mackenzie Dowling sits down with Michael Russell Jr. to talk about growing up in a family business and forging your own path.
  • ""
    July 25, 2022
    • Capital Partners
    We examine the criticality of intergenerational communication around wealth values. We discuss three steps for families to use in articulating, living, and communicating their essential values.
  • ""
    July 25, 2022
    • Capital Partners
    Dr. Marisa Porges, head of school at the Baldwin School, discusses how we can teach girls the skills they need to thrive in today’s workplace.
  • Juliette Kayyem
    July 25, 2022
    • Capital Partners
    In “Five Questions,” Juliette Kayyem, national security expert and author, shares guidance on how we can better prepare ourselves to live in a world with more frequent disasters.
  • ""
    July 18, 2022
    • Capital Partners
    In the feature article of this issue of InvestorView, BBH Chief Investment Strategist Scott Clemons looks at investing in a perpetual state of uncertainty. He looks at the implications for asset allocation and investment implementation and in the end reminds us that price volatility is the friend of the patient and disciplined investor.
  • ""
    June 14, 2022
    • Capital Partners
    Senior Wealth Planner Kerri Mast discusses how families can use philanthropy to create a platform for teaching the next generation about family values.
  • Janine Zozaya
    May 09, 2022
    • Capital Partners
    In “Five Questions,” we speak with Janine Zozaya of Amigos de Jesús (ADJ) about her work with the organization, current challenges and opportunities ADJ is facing and how philanthropists can think about making an impact.
  • ""
    • Capital Partners
    Engaging and preparing the next generation in the succession planning process can be daunting. We share several components that can help the process run smoothly.
  • businessman jumping on growing chart with sky background
    February 25, 2022
    • Capital Partners
    The first six weeks of 2022 have been marked by historic declines in the bond market. Structured credit has weathered this storm far better than most fixed income. We focus on the features of non-traditional structured credit that explain their resilience – and why this should continue despite an uncertain environment for interest rates.
  • European Flag in black and white

    Revisiting the Past: Alternative Funds

    February 09, 2022
    • Investor Services
    New revisions to the European Long-Term Investment Fund remove many of the regulatory and structural impediments managers face when utilizing them currently and place them neatly into the EU regulated fund structure toolkit, writes Adrian Whelan.
  • ""
    January 26, 2022
    • Capital Partners
    To say choosing a legal guardian is an important decision in an understatement. Here, BBH's Lindsay Hodgkins outlines some factors you might wish to consider.
  • 10 Strategies for Raising Kids with Wealth
    December 03, 2021
    • Capital Partners
    In this issue of Women & Wealth Magazine, we explore leadership, mentoring and life lessons from a wide range of perspectives. Whether you’re a parent hoping to raise children to be responsible with wealth, an executive leading a diverse team, a young person starting out or an engaged philanthropist learning from the past, we believe you’ll find important and helpful insight in this issue.
  • ""
    December 03, 2021
    • Capital Partners
    In this issue’s “By the Numbers,” we explore the continued increase in women’s control of wealth globally including the social and economic trends that are contributing to these numbers.
  • Suzanne Brenner and Justin Reed
    December 03, 2021
    • Capital Partners
    We sit down with Suzanne Brenner, BBH Partner and Chief Investment Officer, and Justin Reed, Deputy Chief Investment Officer, for a candid and insightful conversation on creating a diverse team with an inclusive culture. They explore how and why that may lead to better outcomes for our clients.
  • Dr. Tyrone McKinley Freeman
    December 03, 2021
    • Capital Partners
    Senior Wealth Planner and Director of Philanthropic Advisory Kerri Mast recently spoke with Dr. Tyrone McKinley Freeman about his research on Madame C.J. Walker, America’s first self-made woman millionaire. They explore her approach to charitable giving, activism, social service provisions and how we might better foster equity and inclusion in grantmaking.
  • Joann Hanson
    December 03, 2021
    • Capital Partners
    In Five Questions, we speak with JoAnn Hanson, President of the Church Investment Group, about the organization’s interest in sustainable investing as well as her lessons for young people.
  • ""
    July 29, 2021
    • Capital Partners
    In the feature article of this issue of InvestorView, BBH Chief Investment Strategist Scott Clemons discusses the threat of inflation as we emerge from the COVID-19 pandemic.
  • ""
    July 13, 2021
    • Capital Partners
    This issue of Women & Wealth Magazine focuses on sustainability – both personal and global. We speak with the co-founders of Sakara Life about building a successful plant-based meal delivery business, explore how to build and maintain personal resilience, and share insights on engaging the next generation in philanthropy.
  • Danielle Duboise and Whitney Tingle
    July 13, 2021
    • Capital Partners
    We speak with Danielle Duboise and Whitney Tingle, co-founders and co-CEOs of Sakara Life, who started the company with $700. Now, Sakara Life has delivered millions of organic plant-based meals nationwide, enabling customers to transform their lives through the power of food as medicine.
  • Large wave crashing behind a lighthouse
    July 13, 2021
    • Capital Partners
    Struggling is not bad! We recently spoke with Karen Reivich, Ph.D., who talks about the how and why of regularly flexing and exercising your resilience skills, particularly during challenging times.
  • ""
    July 13, 2021
    • Capital Partners
    BBH Partner Kathryn George and Senior Wealth Planner and Director of Philanthropic Advisory Kerri Mast discuss how to best approach engaging the next generation in family giving – and some strategies for when it doesn’t go as you expected.
  • ""
    • Capital Partners
    Growth, liquidity and control are all interests core to private business owners, but they don’t always align. In the feature article of this issue, we speak with Rob Lachenauer, Managing Partner of BanyanGlobal, and Ben Persofsky, Executive Director of the BBH Center for Family Business, about the complications that arise around these strategic decisions when there are multiple owners with different priorities and how private business owners can best manage these competing interests.
  • Victoria Mars
    June 02, 2021
    • Capital Partners
    We sit down with Victoria Mars, former chairman and first corporate ombudsman of Mars, to discuss running a successful family business for 110 years, engaging family members after five generations and leveraging values and principles to maintain focus.
  • ""
    June 02, 2021
    • Capital Partners
    We examine the story of Madam C.J. Walker, America’s first female self-made millionaire and a Black woman, which offers some useful lessons for the intersection of business, personal values and philanthropy.
  • Shelly Wilson
    April 28, 2021
    • Capital Partners
    In our feature article, we speak with Chime Solutions Co-Founder and COO Shelly Wilson about the company’s mission and vision, the impact the business is having in the communities in which it operates and what’s next following tremendous momentum over the past year.
  • ""
    April 28, 2021
    • Capital Partners
    In our “By the Numbers” infographic, we look at sustainability and social responsibility, examining the benefits of investing time and resources into these areas, as well as rising demand and trends.
  • Creating jobs, changing lives, a conversation with Shelly Wilson, Co-Founder and COO of Chime Solutions
    April 28, 2021
    • Capital Partners
    In this issue of Women & Wealth Magazine, we focus on women who are having an impact through the communities in which they work, the businesses they operate and the philanthropic endeavors they pursue.
  • ""
    April 28, 2021
    • Capital Partners
    These inspiring women have demonstrated their power as models of female leadership and innovative entrepreneurs and are having outsized impact in their fields.
  • Dr. Joanne Santomauro
    April 28, 2021
    • Capital Partners
    In “Five Questions,” we speak with Dr. Joanne Santomauro, founder and CEO of Ancillare, about the work her company has been doing throughout the COVID-19 pandemic, leadership during crisis and what the business is doing to support advancements in women’s healthcare and pharmaceuticals.
  • ""
    March 19, 2021
    • Capital Partners
    In the feature article of this issue, BBH Chief Investment Strategist Scott Clemons reflects on the economy and markets since the onset of COVID-19 and looks ahead at what is to come as the light at the end of the tunnel grows brighter.
  • ""
    March 11, 2021
    • Capital Partners
    We highlight key insights from a recent discussion with Anne-Marie Slaughter and Juliette Kayyem on the future of women, wealth and work.
  • Finding Your Work-Life Sweet Spot: A Conversation with Victoria Mars, First Corporate Ombudsman and Former Chairman of Mars
    January 25, 2021
    • Capital Partners
    In this issue of Women & Wealth Magazine, we kick off the new year with a focus on wellness, which is particularly important in the time of COVID-19 and all of its many implications for our daily lives.
  • Victoria Mars
    January 25, 2021
    • Capital Partners
    We speak with Victoria Mars, the former chairman of Mars, about her career in the family business, how we can better navigate our personal and professional lives (hint: it’s all about life stages), and Mars’ focus on sustainability.
  • Dr. Jeffrey Borenstein
    January 25, 2021
    • Capital Partners
    Dr. Jeffrey Borenstein, president and CEO of the Brain & Behavior Research Foundation, describes the troubling trends in mental health in the wake of COVID-19 and provides a roadmap for thinking about productive coping mechanisms and how to support loved ones.
  • ""
    January 25, 2021
    • Capital Partners
    In our “By the Numbers” infographic, we look at mental health and wellness in the time of COVID-19, examining the impact of 2020 on our collective mental well-being, as well as some signs that there is hope on the horizon.
  • Maroa Velez
    January 25, 2021
    • Capital Partners
    In “Five Questions,” we speak with BBH Partner Maroa Velez about her career, lessons learned throughout the journey and the importance of fostering an inclusive workplace.
  • ""
    October 01, 2020
    • Capital Partners
    We speak with best-selling authors Eve Rodsky and Brigid Schulte about how families can live and work together with less tension, fairer division of labor, and more leisure time.
  • Image of skyscrapers and modern wavy figure taken from down below with a clear blue sky and shining sun
    January 28, 2020
    • Capital Partners
    BBH recently published a comprehensive framework for evaluating ESG exposure in the securitization market and we demonstrate direct empirical evidence that securitizations insulate investors from ESG event risk.
  • Blurry People Walking in Central Park
    January 28, 2020
    • Capital Partners
    BBH recently published a comprehensive framework for evaluating ESG exposure in the securitization market and we demonstrate direct empirical evidence that securitizations insulate investors from ESG event risk.
  • Tyler and Rebecca Morse and family
    January 23, 2020
    • Capital Partners
    In the feature article of this issue of Owner to Owner, we sit down with Tyler Morse, founder and CEO of MCR Hotels, and his wife and creative partner, Rebecca Morse, to discuss developing the TWA Hotel, scaling the business and working with your spouse.
  • ""
    January 23, 2020
    • Capital Partners
    Travis Dunn discusses creating governance structures in family businesses with first and second generation ownership and why even companies with relatively few shareholders can benefit from doing so.
  • Tiffani Faison
    January 09, 2020
    • Capital Partners
    Chef Tiffani Faison shares her journey from table busser to the first season of Top Chef to owner of four wildly-popular Boston-based restaurants.
  • The philantrhopy issue: Turning up the volume: Luis and Lin-Manuel Miranda on amplifying their impact with the Hispanic Federation
    November 21, 2019
    • Capital Partners
    Senior Wealth Planner Anne Warren discusses the Miranda family’s philanthropic commitment and activity, including a new donor-advised fund program with the Hispanic Federation.
  • Ann Smead
    November 21, 2019
    • Capital Partners
    We sit down with philanthropist Ann Smead to discuss her work at the University of Colorado Boulder, the importance of measuring outcomes and her advice for today’s philanthropists.
  • Lea Culver
    November 21, 2019
    • Capital Partners
    We sit down with philanthropist Lea Culver, co-founder of fast-casual restaurant chain Culver’s, to discuss the work that is being done through the Culver’s Foundation, her personal approach to philanthropy and how she has engaged the next generation in her giving.
  • ""
    November 21, 2019
    • Capital Partners
    Senior Wealth Planner Kerri Mast explores innovative solutions today’s philanthropists are using, including implementing new organizational structures, maximizing the impact of their investments and making nontraditional grants.
  • ""
    October 31, 2019
    • Capital Partners
    We offer eight principles that help guide our thinking about sustainable investing and how we incorporate those beliefs into client portfolios.
  • Lauren Hutton
    October 22, 2019
    • Capital Partners
    In our feature article, the legendary Lauren Hutton shares travails from her multifaceted career as a model, an actress and an activist.
  • ""
    August 09, 2019
    • Capital Partners
    In the feature article of this issue of InvestorView, BBH Chief Investment Strategist Scott Clemons examines the evolving role of international trade in the U.S. economy, the current state of disputes with China, what risks this conflict poses and how it might be resolved.
  • Kelley Earndhardt Miller, Co-Owner of JR Motorsports
    August 06, 2019
    • Capital Partners
    In our feature article, we sit down with Kelley Earnhardt Miller, co-owner of JR Motorsports, to discuss how NASCAR started with local families and evolved into a sport dominated by family businesses. She spoke to us about her views on succession, legacy and the role of women in racing.
  • Jackie Kutzer and Christine Atkins
    August 06, 2019
    • Capital Partners
    We speak with Christine Atkins and Jackie Kutzer, the women leading the 50/50 On the Water initiative at Orvis, to learn more about the initiative, which aims to introduce more women to the sport of fly fishing and to create gender equity on the water.
  • 48% of U.S. companies are at least 50% owned by women
    August 06, 2019
    • Capital Partners
    In this issue’s “By the Numbers” infographic, we illustrate the current state of the funding gap and highlight a few promising signs of change.
  • ""
    August 06, 2019
    • Capital Partners
    On June 5, 2019, Babson College’s Center for Women’s Entrepreneurial Leadership convened more than 250 investors, accelerators, policymakers, researchers, founders and other disrupters dedicated to changing the landscape of financing women entrepreneurs. We report on some key takeaways from the day.
  • ""
    August 06, 2019
    • Capital Partners
    We look at what it takes to get on a board, based on insights shared at a panel during the Harvard T.H. Chan School of Public Health’s “Women on Boards: Getting on and Adding Value” program.
  • Lorrie Gordon
    August 06, 2019
    • Capital Partners
    In “Five Questions,” Lorrie Gordon, BBH Partner, Investor Services, discusses the need for business leaders to be more fluent with technology, why the BBH Women’s Network is important to her and how BBH has changed during her tenure spanning the last quarter century.
  • Kerry Sulkowicz, M.D., Founder of the Boswell Group
    June 21, 2019
    • Capital Partners
    In the feature article of this issue of Owner to Owner, we sit down with Kerry Sulkowicz, M.D., the founder of the Boswell Group, to discuss the challenges leaders face, the complexities of leadership in private and family businesses and the common qualities he has seen in the best leaders.
  • Michael Preston
    June 21, 2019
    • Capital Partners
    We sit down with Michael Preston, an adjunct professor at Columbia Business School and the co-director of its Family Business Program, to hear insights and advice gleaned from teaching the next generation of family business owners for more than two decades.
  • ""
    June 21, 2019
    • Capital Partners
    Wealth Planner Nicole Jackson Leslie provides an overview of key estate plan personnel and criteria to keep in mind when filling these roles.
  • ""
    June 11, 2019
    • Capital Partners
    We sit down with Konrad Brits, founder and CEO of Falcon Coffees, to explore the seemingly inexorable trends of sustainability, traceability, and transparency in the green coffee supply chain.
  • ""
    May 29, 2019
    • Capital Partners
    In the feature article of this issue of InvestorView, Chief Investment Strategist Scott Clemons examines the rationale for including international and emerging markets in a well-balanced investment portfolio.
  • Jodi Berg
    April 09, 2019
    • Capital Partners
    In our feature article, we sit down with Jodi Berg, the president and CEO of Vitamix, to discuss how a relentless focus on purpose has made Vitamix a thriving fourth-generation family business. Berg also talks about why working outside Vitamix was essential and how the business is raising the next generation of family business leaders to be successful.
  • 19 women to watch in 2019
    April 09, 2019
    • Capital Partners
    Women & Wealth Magazine features 19 women to watch. These inspiring women have demonstrated their power as models of female leadership and innovative entrepreneurs.
  • ""
    April 09, 2019
    • Capital Partners
    Christine Moriarty, founder of MoneyPeace Inc., discusses the importance of sustaining your business, building an exit strategy, knowing your values and understanding the impact of a sale on family when considering the sale of a company.
  • ""
    April 09, 2019
    • Capital Partners
    In this issue’s “By the Numbers” infographic, we look at the state of family businesses and the increasing number of women who are leading their family businesses into the next generation.
  • Deborah Theobald
    April 09, 2019
    • Capital Partners
    In “Five Questions,” Deborah Theobald, CEO and co-founder of Vecna Technologies, a Cambridge-based technology company, discusses the benefits of working with family, her company’s focus on impact and her belief in “using technology to improve the lives of those we touch.”
  • Ward and Nico Landrigan
    March 28, 2019
    • Capital Partners
    In the feature article of this issue of Owner to Owner, we sit down with Ward and Nico Landrigan, the father-son duo behind fine jewelry lines Verdura and Belperron, to discuss Ward’s acquisitions of the two brands, Nico’s decision to join the family business and their approach to handling communication.
  • Sally Brown
    January 22, 2019
    • Capital Partners
    In “Five Questions,” Sally Brown, a descendant of BBH’s founder Alexander Brown, celebrates the 130th anniversary of her great-grandmother Mary Elizabeth Adams Brown’s first gift of musical instruments to the Metropolitan Museum of Art, with insight into how she amassed the more than 3,600-piece collection.
  • ""
    January 22, 2019
    • Capital Partners
    After featuring Claire Shipman in the inaugural issue of Women & Wealth Magazine, we had the pleasure of sitting down with her once again – this time to talk about raising confident girls. When we spoke three years ago, Shipman had just published “The Confidence Code.” Now her focus has turned to girls, and she provided us the highlights of her latest release, “The Confidence Code for Girls.”
  • ""
    January 22, 2019
    • Capital Partners
    Dr. Patti Fletcher, author of best-selling book “Disrupters: Success Strategies from Women Who Break the Mold,” shares her philosophy on how women can “open the door” for themselves and others to create an environment where all talent can thrive in an increasingly diverse workforce.
  • January 22, 2019
    • Capital Partners
    Many parents and scholars would like to understand how the transmission of generosity from parents to children occurs. Andrea Pactor and Jacqueline Ackerman of the Lilly Family School of Philanthropy Women’s Philanthropy Institute share their findings on the “generosity gene” and how to create a strong foundation for the continuity of family giving.
  • ""
    January 22, 2019
    • Capital Partners
    Laura Salibello provides tips for how to join a nonprofit board.
  • Giving at a glance: at least 70% of all chartable contributions in the United States can be attributed to individuals. Giving in the 1970s vs. 2000s*
    January 09, 2019
    • Capital Partners
    Our “By the Numbers” infographic explores the patterns behind booming charitable giving and the impact of parental giving on the next generation.
  • Tim Belk, Molly Belk, and Katherine Belk
    November 28, 2018
    • Capital Partners
    In the feature article of this issue of Owner to Owner, we sit down with Tim Belk, former CEO of the Belk department store chain, to discuss what running a family business entails, the process of selling his family’s 127-year-old company and why organic farming is one of his post-Belk ventures.
  • ""
    October 05, 2018
    • Capital Partners
    As screen time becomes the norm, “play” is shifting from outdoor games and sports to sedentary simulations. Kathleen Tullie, the founder and executive director of BOKS and senior director of social responsibility of Reebok International, speaks with us about her work to help children be more active.
  • ""
    March 12, 2018
    • Capital Partners
    Chief Investment Strategist Scott Clemons details BBH’s principles of investing and how to apply them in practice.
  • Regina M. Pisa, Chairman Emeritus of Goodwin
    January 11, 2018
    • Capital Partners
    BBH Principal Beth Maury speaks with Regina Pisa, chairman emeritus of Goodwin, to discuss the importance of impact philanthropy and contributing to the advancement of women leaders, as well as the top 10 leadership lessons she has learned during her career.
  • ""
    July 27, 2017
    • Capital Partners
    In the feature article of this issue of InvestorView, Chief Investment Strategist Scott Clemons focuses on one of the least apparent but most dangerous risks for investors today: inflation. While there is little inflation at present, he explains the drivers of inflation, why it is the single biggest threat facing investors over the long term and how we address the risk of inflation when building clients’ portfolios.
  • Katie Couric
    July 10, 2017
    • Capital Partners
    In our feature article, we talk to Katie Couric about her professional journey as a female journalist and broadcaster, her recent documentary film, “Gender Revolution: A Journey with Katie Couric,” and how she broaches the conversation about wealth and values with the next generation.
  • ""
    May 23, 2017
    • Capital Partners
    Wealth Planner Anne Warren discusses a succession planning tool for family business owners, which is critical though often overlooked: buy-sell agreements.
  • Keith Campbell, Chairman of Mannington Mills
    May 23, 2017
    • Capital Partners
    In the feature interview of this issue of Owner to Owner, BBH sits down with Keith Campbell, chairman of family-owned business Mannington Mills. We discuss the company’s approach to succession planning, hiring non-family executives, the importance of having stated values and a mission and the benefits of a family council.
  • ""
    April 26, 2017
    • Capital Partners
    InvestorView sits down with Chad Clark and Brian Vollmer – portfolio manager and co-portfolio manager, respectively, at Select Equity Group, one of our third-party managers – to discuss their investing backgrounds and investment philosophy, identifying “SEG Pedigree” businesses and the opportunity set in international equities.
  • ""
    November 28, 2016
    • Capital Partners
    Chief Investment Strategist Scott Clemons discusses BBH’s differentiated approach to building investment portfolios. He looks at the two requirements of robust portfolio construction: asset allocation driven by an investor’s needs, along with capital allocation driven by partnering with managers who take a fundamental approach to investing.
  • Cargo ship
    December 02, 2015
    • Capital Partners
    In our December feature article, we discuss the expansion of the Panama Canal, zeroing in on its impact on trade flows around the world.

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