TRUST COMPANY SERVICES
Trust and Estate Administration
Each estate, personal or charitable trust, or IRA is
assigned a team consisting of a Brown Brothers Harriman portfolio manager and,
from the Trust Companies, a trust or estate administrator, tax accountant and
supervising attorney.
Trusts and Estates
Fiduciary Experience
Senior officers at our Trust Companies are attorneys who have extensive experience in the fields
of trusts and estates and applicable tax law.
Investment and Tax Distribution Strategy
The estate and trust team as a group assesses the needs and status of the beneficiaries and develops an
investment and distribution strategy that will best achieve the creator's goals.
Administrative Tasks
Trust Company administrators carry out the day-to-day tasks needed for the orderly administration of the trust or
estate.
Family Meetings
During the administration of an estate or a trust, we encourage family meetings to keep up to date with the
needs of the trust beneficiaries.
Individual Retirement Accounts (IRAs)
We are pleased to act as Custodian of IRAs. This service includes all reporting required under IRS rules. Our
Retirement Planning Services complement the administrative side of our IRA service.
For more information, please contact:
New York City
William H. Mears, Jr.
Regional Trust Head
Brown Brothers Harriman Trust Company, N.A.
212.493.8494
william.mears@bbh.com |
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Aileen C. Denne-Bolton
Senior Vice President
Brown Brothers Harriman Trust Company, N.A.
212.493.6837
aileen.denne-bolton@bbh.com |
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Charlotte
Brett D. Sovine
Regional Trust Head
Brown Brothers Harriman Trust Company, N.A.
704.370.0500
brett.sovine@bbh.com |
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Chicago
Lauren Wolven
Regional Trust Head
Brown Brothers Harriman Trust Company, N.A.
312.781.7129
lauren.wolven@bbh.com |
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Dallas
David C. Sharman
Regional Trust Head
Brown Brothers Harriman Trust Company of Texas
214.303.5621
dave.sharman@bbh.com |
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Sarah Heimbach
Assistant Vice President
Brown Brothers Harriman Trust Company of Texas
214.303.5623
sarah.heimbach@bbh.com |
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Palm Beach
Gabriela Mostafavi
Vice President
Brown Brothers Harriman Trust Company, N.A.
561.515.0626
gabriela.mostafavi@bbh.com |
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Philadelphia
William R. Levy
Regional Trust Head
Brown Brothers Harriman Trust Company, N.A.
215.587.6311
bill.levy@bbh.com |
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Michelle J. Hong
Vice President
Brown Brothers Harriman Trust Company, N.A.
215.587.6314
michelle.hong@bbh.com |
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Cayman
Edward Devine
Brown Brothers Harriman Trust Company [Cayman] Limited
212.493.8842
edward.devine@bbh.com |
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