Wealth Management Home
 Recent Postings
Wealth Management Quarterly 10/10/2008
Planning Tip #796--Helping a Child Buy a House  01/28/2008
Press Release: BBH Adds Adrienne M. Penta as Regional Trust Head to Support Boston Wealth Management  09/09/2008
Trust & Tax Notes Quarterly  03/14/2008
Position Paper: Roth Retirement Savings Opportunities Abound  08/07/2007

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PRIVATE WEALTH MANAGEMENT

Brown Brothers Harriman represents a unique alternative in today's financial marketplace. As a private firm that does not participate in securities underwriting, Brown Brothers Harriman is insulated from many of the conflicts of interest prevalent in the asset management industry. We are an experienced fiduciary dedicated to building customized portfolios and providing a superior level of personalized service. Our success is predicated on our ability to partner with our clients in an effort to identify, implement and monitor a strategic approach designed to meet their objectives.

Wealth management for affluent individuals and their families has been a core business at Brown Brothers Harriman for over 80 years. The firm oversees approximately $42 billion in client assets, as of August 30, 2008, of which $16 billion is for families and individuals. We have a point of view on investing. We believe in preserving capital at all times, and in enhancing purchasing power over the longer term with a tax-efficient approach. We partner with outside managers who share this philosophy.

Brown Brothers Harriman is known for our unparalleled client service. With a limited number of relationships, our investment professionals are free to work with each client independently, offering both in-house and open architecture financial solutions. Our clients get to know the Partners of the Firm, which ensures access to ownership and continuity of their relationship. Brown Brothers Harriman's Trust Companies offer experienced leadership in fiduciary, tax, and estate planning that is designed to protect family wealth and the welfare of future generations.

Wealth Management Services
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For more information, please contact:
New York City
John J. Lee
Brown Brothers Harriman & Co.
212.493.7708
john.lee@bbh.com
 
G. Scott Clemons
Brown Brothers Harriman & Co.
212.493.8379
scott.clemons@bbh.com
 
Boston
Seth C. Ward
Brown Brothers Harriman & Co.
617.772.2271
seth.ward@bbh.com
 
Charlotte
Charles O. Izard
Brown Brothers Harriman & Co.
704.370.5556
charles.izard@bbh.com
 
Chicago
Edward X. (Trey) Tune
Brown Brothers Harriman & Co.
312.781.7134
trey.tune@bbh.com
 
Dallas
David C. Sharman
Brown Brothers Harriman Trust Company of Texas
214.303.1864
dave.sharman@bbh.com
 

Palm Beach
John C. Borland
Brown Brothers Harriman Trust Company, N.A.
561.515.0626
jack.borland@bbh.com

 

Philadelphia
Jeffrey J. Idler
Brown Brothers Harriman & Co.
215.864.1864
jeff.idler@bbh.com


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