Individuals and Families

Helping you and your family thrive for generations

One agenda: yours

Our mission is simple: help families thrive.

 

We partner with you to articulate and share your values and communicate your vision for the future. Then, we create a customized plan to invest your capital and help preserve, grow, and transition your wealth to family or philanthropic causes over the long term.


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.

What We Believe: Principles of Successful Wealth Planning

Adrienne Penta, the executive director of the BBH Center for Women & Wealth, and Alison Hutchinson, a senior wealth planner, focus on the topic of families, wealth and communication, discussing the guiding principles that we believe help families create life-affirming, enduring, effective wealth plans.

Comprehensive solutions for individuals and families

  • Wealth Management

    Long-term, value-oriented investing focused on preserving and growing your wealth

  • Trust Services

    Trustee and executor services that provide generational continuity while easing the administrative burden

  • Values-Based Wealth Planning

    Wealth planning rooted in your values to help you achieve your goals

  • Family Office Advisory

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

  • Philanthropic Advisory

    Guidance throughout the philanthropic journey to create a lasting, positive impact aligned with your mission

  • Next Generation Experience

    Supporting the rising generation as they assume wealth and navigate decisions

  • Center for Women & Wealth

    Community and resources for women as they create and manage wealth

  • Investment Management

    A disciplined, values-based investment approach

  • Center for Family Business

    Advice and support at the intersection of family and business

  • Private Client Lending

    Flexible, secured lending in the form of personal loans and lines of credit1

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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.
  • 99.6%

    5-year average client asset retention rate

  • 13 generations

    of Partners committed to serving clients for the long term

  • 206 years

    of stewarding client wealth

Your success is our success. We collaborate with you and your family on any issue, no matter how complex, so that you can focus on what matters to you.



We the Family: The Benefits of Creating a Family Constitution

Senior Wealth Planners Karin Prangley and Anne Warren cover an important topic for private business owners: creating a family constitution to enable seamless business and wealth transitions.

Finding True North: Defining Charitable Mission to Guide Your Philanthropy

We review why a charitable mission is important and provide guidance on how to approach crafting a mission statement that enables you to take philanthropy beyond just “being charitable” or “giving back.”

Our Latest Insights

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1 Borrowed funds cannot be used to purchase securities in the portfolio.

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



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