Family Office Advisory

Helping you achieve your wealth objectives and manage life’s complexities

Custom advice and solutions to help you manage life's complexities

You deserve the best – that’s what we’re here for. We partner with you to create an enduring, one-of-a-kind family office aligned with your values and goals to help you achieve your financial and personal objectives. Each family office is one of a kind, but our priority remains the same: alleviating the complexity in your life. This, coupled with a service level befitting the most discerning families, fosters relationships built to last. 

Second Annual Private Business Owner Survey

Our survey reveals how private business owners are addressing current technology trends, future succession planning, and family communication dynamics. Explore the results.
Read More

Seven considerations before creating a family office

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.
Read More

We provide a personalized, insightful experience throughout the process of building your family office. First, we work to understand your current circumstances and values. Next, we identify needs, inventory service providers, and build a cohesive team of experts. We also share best practices and ideas based on our deep experience in working with those in similar circumstances. Each family office is truly one of a kind.

We begin our relationship by helping you understand and articulate the “why” – or said differently, the values – that underpin how you and your family spend, save, and give away money. Through our work with families, we have found that those who succeed center their decision-making around clearly articulated values and objectives. These families can engage the rising generations in understanding and working toward the family’s goals. The end result? A thriving family and wealth preservation over the long term.

Succession planning should be rooted in deep family engagement and relationship building. We support all family members as individuals while preparing the next generation of leadership to assume responsibility. The goal: a seamless, successful transition for generations.

 

When building your family office, we help develop a family engagement and communication plan. We also help establish or refine a robust governance plan that includes a family office succession plan – the key ingredient to a durable, multigenerational family office. In the case where a family office CEO retires, we can help identify a successor or step in to become the succession plan if the family no longer wishes to manage the enterprise independently.

 

As a multigenerational partner-owned private business that has successfully evolved and transitioned the company over 13 generations of Partners,  we are deeply familiar with – and passionate about – this topic.

The work we do with families is rooted in deep family engagement customized for each family member.
Nichol MacManus Principal, Director of the 1818 Family Office

Family Office Solutions

  • Family meeting coordination and facilitation
  • Next generation education and programming
  • Values-based planning facilitation

  • Real estate loans and mortgage coordination
  • Aircraft/yacht acquisition and finance
  • Art finance
  • Bridge loans 

Borrowed funds cannot be used to purchase securities

  • Property and casualty insurance coordination and review
  • Life insurance coordination and review
  • Disability insurance coordination and review 

  • Corporate strategy, finance, and M&A strategy
  • Investment advisor/banker coordination

  • Federal and local tax compliance and coordination
  • State and local nexus planning
  • Offshore trust planning

  • Bill payment
  • Bookkeeping
  • Document storage
  • Hiring and management coordination
  • Payroll administration coordination

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