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.
Eamonn O’Callaghan and Andrea Murray discuss important considerations for managers following recent policy changes from the Central Bank of Ireland (CBI).
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.
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.
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.
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.
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.
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.
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.
Our survey reveals how private business owners are addressing current technology trends, future succession planning, and family communication dynamics. Explore the results.
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.
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.
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.
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.
Portfolio Manager, Gregory Steier, provides an analysis of the investment environment and most recent quarter-end results of the Municipal Fixed Income strategy.
Portfolio Manager, Jorge Aseff, provides an analysis of the investment environment and most recent quarter-end results of the Inflation-Indexed Fixed Income strategy.
Co-Portfolio Managers, Andrew Hofer, Neil Hohmann, and Paul Kunz, provide the most recent quarter-end results of the Limited Duration Fixed Income Strategy.
Portfolio Manager, Gregory Steier, provides an analysis of the investment environment and most recent quarter-end results of the Municipal Fixed Income strategy.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Senior Wealth Planner and Director of Philanthropic Advisory Kerri Mast explores options for philanthropists wishing to support charities around the world.
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.
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.
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.
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.
“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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Senior Wealth Planner Nicole Jackson Leslie walks through charitable opportunities, touching on what to give, how to give, and important tax considerations.
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.
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.
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.
BBH Senior Wealth Planner Kerri Mast discusses how economic disruption can affect endowments and shares how to review spending policies to mitigate negative impact.
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.
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.
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.
Executive Director of the Center for Women & Wealth Adrienne Penta sits 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!
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.
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.
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.
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?
Protect your operating model and distribution relationships by understanding the downstream impact of changing your investor settlement periods, Killian Lonergan warns asset managers.
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.
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.
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.
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.
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."
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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 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.
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.
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.
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.
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.
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. In this issue’s feature article, Adrienne Penta, the executive director of the BBH Center for Women & Wealth, explores five common communication obstacles and how to navigate them.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
As emerging technology levels the competitive playing field, the right blend of AI and human intelligence will help firms achieve effective innovation.
Relationship Manager Elizabeth Madden reviews some of the benefits included in employee health insurance plans that go beyond your typical retirement and insurance elections.
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.
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.
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.
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.
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.
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.
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.”
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.
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.
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.
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.
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.
Lewis Hart, our head of corporate banking, reviews the potential effects of the Inflation Reduction Act tax credits and more on private business owners.
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.
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.
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.
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
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.
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.
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.
BBH Private Banking Co-Chief Investment Officers Suzanne Brenner and Justin Reed examine generative AI and our portfolios’ exposure to this rapidly developing technology.
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.
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.
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.
BBH Principal Adrienne Penta looks at insights gathered from our inaugural Private Business Owner Survey, focusing in on the attitudes of private business owners toward economic uncertainty and investing.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
CW&W Executive Director Adrienne Penta and BBH Relationship Manager Beth Milkovits explore the complexity of teaching the value of digital currency in a time where we increasingly store and spend money online and in the cloud.
Adrienne Penta, the executive director of the BBH Center for Women & Wealth, and Alison Hutchinson, a senior wealth planner, focus on the topic of families, wealth and communication, discussing the guiding principles that we believe help families create life-affirming, enduring, effective wealth plans.
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.
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.
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.
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.
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.
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.
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.
BBH Wealth Planner Michael Shapiro provides a primer on estate planning for blended families and considerations for couples who are remarrying to create blended families.
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.
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.
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.
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.
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.
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?
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.
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.
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.
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.
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.
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.
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
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.
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.
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.
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.
Adrienne Penta, the executive director of the Center for Women & Wealth, explores 10 important strategies for raising children to be responsible stewards of wealth. It is never too late to start!
Travis Dunn provides an overview of family business governance, including its definition and purpose, benefits, resource commitment, and steps to begin implementation.
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.
Industry specialists share what firms need to do to prepare for the adoption of a new messaging standard, as well as the downstream benefits and impacts.
BBH Managing Director Lewis Hart shares a three-pronged strategy for effectively managing your business’s liquidity during times of volatility and uncertainty.
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.
Adrienne Penta, executive director of the Center for Women & Wealth, and Ben Persofsky, head of the BBH Center for Family Business, sit down to explore their insights on how family businesses can be inclusive in developing future leaders.
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.
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.
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.
Adrienne Penta, executive director of the BBH Center for Women & Wealth, and Nicole Jackson Leslie, senior wealth planner, explore 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.
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.
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.
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.
How can we continue to foster family togetherness in the year? Ali Hutchinson and Laura Salibello share five resolutions to help your family stay connected this year.
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.
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.
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.
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.
Ellen Perry, 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.
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.
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.
Relationship Manager Laura Salibello discusses how breaking down a pay statement into six simple steps can help parents explain taxes to their children.
Adrienne Penta, executive director of the Center for Women & Wealth, and 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.
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.
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.
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.
For those hesitant to create an estate plan, Wealth Planner Ali Hutchinson discusses tax-efficient options for transferring wealth to future generations or charity that require no long-term commitment, trusts or legal fees.
In the feature article of this edition of Women & Wealth Magazine, Adrienne Penta examines the criticality of intergenerational communication around wealth values. She discusses three steps for families to use in articulating, living and communicating their essential values.
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.
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.
Senior Wealth Planner Kerri Mast discusses how families can use philanthropy to create a platform for teaching the next generation about family values.
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.
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.
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.
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.
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.
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.
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.
Adrienne Penta, Executive Director of the Center for Women & Wealth, sat 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.
Wealth Planning Associate Lindsay Hodgkins outlines considerations and steps young adults could consider in order to begin the estate planning process.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
These inspiring women have demonstrated their power as models of female leadership and innovative entrepreneurs and are having outsized impact in their fields.
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.
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.
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.
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, 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.
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.
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.
For the feature article of this issue, we brought together a group of CEOs in our ecosystem to discuss how they led their businesses throughout the year.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Women & Wealth Magazine features 19 women to watch. These inspiring women have demonstrated their power as models of female leadership and innovative entrepreneurs.
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.
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.”
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.
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.
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.
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.”
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.
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.
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.
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.
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.
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.
In the feature article of this issue of InvestorView, Chief Investment Strategist Scott Clemons discusses investment risk: how to define it, measure it and manage it.
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.
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.
Wealth Planner Anne Warren discusses a succession planning tool for family business owners, which is critical though often overlooked: buy-sell agreements.
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.
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.
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.
Senior Vice President Melineh Ounanian discusses how business owners who have established a trust can get their family to understand how beneficial a trust can be, setting forth some of their top benefits from the beneficiary’s perspective.
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.
Wealth Planner Karin Prangley discusses the benefits of and process for private business owners attaining official certifications as Minority Business Enterprises (MBE) or Women Business Enterprises (WBE).
Head of Corporate Advisory John Secor discusses the importance of proper capital allocation for private company business owners and breaks down how to develop the framework for making such decisions.
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.
In this quarter’s feature, Partner Rick Witmer provides an in-depth overview of our approach to selecting third-party investment partners on behalf of our clients.
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