Senior Wealth Planner Stacia Kroetz addresses a common question we see clients wrestle with: Should I buy a house with my trust or other assets?

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.

In this issue of InvestorView, we discuss the implications of regionalization on the global economy and take stock of the economy, markets, and investments as we enter the new year. We also highlight five trends in fixed income we’ll be watching in 2026 and review how investors and founders can take advantage of the qualified small business stock benefits.

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 tax dollars can be saved – and with proper planning, potentially even more.

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.

Senior 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.

As the new year approaches, it's time to prepare! This guide for key year-end planning considerations includes a checklist of essential income tax and estate planning actions and reminders for 2026.

BBH Senior Wealth Planners 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.

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.

BBH Senior Relationship Associate Sean Kennedy discusses the key differences between HSA and FSA plans so you can best plan for the future.