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.

Our survey reveals how private business owners are collaborating with the next generation, planning for succession, growing the business, and managing dividends. Explore the results.

For those hesitant to create an estate plan, we discuss tax-efficient options for transferring wealth to future generations or charity that require no long-term commitment, trusts, or legal fees.

Portfolio Managers, Andrew Hofer, Neil Hohmann, Paul Kunz, and Tom Brennan, provide an analysis of the investment environment and most recent quarter-end results of the BBH Multisector Fixed Income strategy.

Families often turn to philanthropy as a way to sustain legacy and values across generations. Head of Philanthropic Advisory Drew Rabe and Managing Director Mike McGrann discuss potential roadblocks along this journey and how business owning-families can best navigate them.

In this issue of InvestorView, we provide a deep dive on debt and deficits, explore the possibilities of independent return strategies, and take a look at our approach to managing fixed income in uncertain environments. We also outline ideas for how trust beneficiaries can learn more about their roles and responsibilities.