Multi-Family Office

Partners in your success

Experts for the hardest challenges

The BBH Multi-Family Office’s mission is to work with our clients to help achieve their unique goals including the preservation and growth of their wealth, the creation and communication of their wealth plans, and to simplify the day-to-day complexity of their financial lives. We are partners in your success.

Our clients leverage our comprehensive solution set to achieve their objectives, including disciplined investing, values-based wealth planning, trust and estate administration, philanthropic advisory, family engagement and communication, family office solutions, and corporate advisory and banking.

Women & Wealth Magazine Fall Issue 2024

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.
Read More

Comprehensive solutions for each client's unique needs

  • Wealth Management

    Long-term, value-oriented investing with the objective of preserving and growing wealth

    Learn More

  • Trust Services

    Trustee and executor services that provide continuity for generations while easing administrative burden
    Learn More

  • Values-Based Wealth Planning

    Wealth planning rooted in your values to help you achieve your near- and long-term goals
    Learn More

  • Family Office Advisory

    Custom advice and solutions to help you achieve your objectives and manage life’s complexities 
    Learn More

  • Philanthropic Advisory

    Assistance navigating the philanthropic journey to create a lasting, positive impact
    Learn More

  • Next Generation Experience

    Customized programs that support the rising generation

    Learn More

  • Center for Women & Wealth

    Investment, planning, and philanthropic resources for women as they create and manage wealth 

    Learn More

  • Endowment & Foundation Management

    Helping you balance short-term demands with long-term objectives 

    Learn More

  • Private Client Lending

    Flexible, secured lending in the form of personal loans and lines of credit 

Race to the Finish: Year-End Tax and Estate Planning Checklist

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.
Read More

How Business Owners Can Maximize the Gift Tax Exemption in 2025

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.
Read More

We help families articulate their core values and then use them to make decisions around issues at the intersection of their wealth, their families, and their lives.
Kathryn George Partner

Our Latest Insights

  • ""

    Managing Cognitive Bias

  • The Fresh Take Winter Issue: New Year’s Resolutions

  • Model of a wooden house from wooden blocks. Words 'estate planning'. Copy space. Business concept. Beautiful grey background.

    Why Now is the Time to Execute Your Estate Plan

  • ""

    MBA, CFA, or CFP? Unpacking Financial Designations

  • Next Gen Spotlight: Brendan Candon of SidelineSwap

  • Abstract giving hand with read heart.

    Crafting a Lasting Mission: Your Blueprint for Meaningful Giving

  • What to Consider When It’s Time to Get Your Own Health Insurance

  • ""

    Holiday Reflections: Questions to Ask Your Family as You Celebrate the Season

  • ""

    A Letter to My Trustees: Using Values to Influence Discretionary Trust Distributions

  • ""

    How to Be a Good Trustee When the Trust Owns Business Interests: A Letter to My Brother

  • ""

    The Family that TikToks Together: The Need for a Family Social Media Policy

  • ""

    ‘What’s in It for Me?’ – Benefits of a Trust from the Beneficiary’s Perspective

Contact Us

This communication is for informational purposes only.  The information herein has not been based on a consideration of any individual investor’s circumstances and is not investment advice, nor should it be construed in any way as tax, accounting, legal or regulatory advice.  Individuals should consult their personal tax, accounting and legal advisers regarding any potential investment or strategy.  Any views and opinions are subject to change at any time.

This material does not constitute an offer or solicitation in any jurisdiction where or to any person to whom it would be unauthorized to do so.

Investment Advisory Products and Services:

NOT FDIC INSURED   NO BANK GUARANTEE    MAY LOSE VALUE

As of June 15, 2022 Internet Explorer 11 is not supported by BBH.com.

Important Information for Non-U.S. Residents

You are required to read the following important information, which, in conjunction with the Terms and Conditions, governs your use of this website. Your use of this website and its contents constitute your acceptance of this information and those Terms and Conditions. If you do not agree with this information and the Terms and Conditions, you should immediately cease use of this website. The contents of this website have not been prepared for the benefit of investors outside of the United States. This website is not intended as a solicitation of the purchase or sale of any security or other financial instrument or any investment management services for any investor who resides in a jurisdiction other than the United States1. As a general matter, Brown Brothers Harriman & Co. and its subsidiaries (“BBH”) is not licensed or registered to solicit prospective investors and offer investment advisory services in jurisdictions outside of the United States. The information on this website is not intended to be distributed to, directed at or used by any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation. Persons in respect of whom such prohibitions apply must not access the website.  Under certain circumstances, BBH may provide services to investors located outside of the United States in accordance with applicable law. The conditions under which such services may be provided will be analyzed on a case-by-case basis by BBH. BBH will only accept investors from such jurisdictions or countries where it has made a determination that such an arrangement or relationship is permissible under the laws of that jurisdiction or country. The existence of this website is not intended to be a substitute for the type of analysis described above and is not intended as a solicitation of or recommendation to any prospective investor, including those located outside of the United States. Certain BBH products or services may not be available in certain jurisdictions. By choosing to access this website from any location other than the United States, you accept full responsibility for compliance with all local laws. The website contains content that has been obtained from sources that BBH believes to be reliable as of the date presented; however, BBH cannot guarantee the accuracy of such content, assure its completeness, or warrant that such information will not be changed. The content contained herein is current as of the date of issuance and is subject to change without notice. The website’s content does not constitute investment advice and should not be used as the basis for any investment decision. There is no guarantee that any investment objectives, expectations, targets described in this website or the  performance or profitability of any investment will be achieved. You understand that investing in securities and other financial instruments involves risks that may affect the value of the securities and may result in losses, including the potential loss of the principal invested, and you assume and are able to bear all such risks.  In no event shall BBH or any other affiliated party be liable for any direct, incidental, special, consequential, indirect, lost profits, loss of business or data, or punitive damages arising out of your use of this website. By clicking accept, you confirm that you accept  to the above Important Information along with Terms and Conditions.

 
1BBH sponsors UCITS Funds registered in Luxembourg, in certain jurisdictions. For information on those funds, please see bbhluxembourgfunds.com



captcha image ↻

Type in the word seen on the picture

I am a current investor in another jurisdiction

1 of 2

2 of 2