Family Offices

A complementary partner for family offices

Your first call – no matter the issue

What does success mean to your family office? We partner with you to answer that question and spot the challenges and opportunities along the journey. We provide you with access to unique investment opportunities, comprehensive solutions, advice, and capital to help your family office achieve its objectives.

 

Consider us your first call for any financial, family wealth, or business-related challenges. No ask is too big; no challenge is too complex. We will take care of you, your family, and your wealth over generations as if they were our own and help you manage all aspects of your financial life.

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.
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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.
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Family Office Advisory

Count on us to help you build an enduring family office to achieve all manner of financial and personal objectives. Each family office is one of a kind, but our priority remains the same: alleviate the complexity in your life. This, coupled with a service level befitting the most discerning families, fosters relationships built to last.

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The Family Office for Family Offices

Our comprehensive solution set helps you simplify your day-to-day life and achieve your objectives – we partner with you through our disciplined investing platform, values-based wealth planning, trust and estate administration, philanthropic advisory, family engagement and communication, family office solutions, and corporate advisory and banking solutions. 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.

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Storytelling in Wealth and Legacy

We look at the art and science of storytelling as an important tool for navigating wealth planning and family legacies.
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Our Latest Insights

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    Managing Cognitive Bias

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

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    Why Now is the Time to Execute Your Estate Plan

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    MBA, CFA, or CFP? Unpacking Financial Designations

  • Next Gen Spotlight: Brendan Candon of SidelineSwap

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    Crafting a Lasting Mission: Your Blueprint for Meaningful Giving

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

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

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

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    Values-Based Business Succession Planning

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

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

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

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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



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