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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
Aileen C. Denne-Bolton
Senior Vice President
Brown Brothers Harriman Trust Company, N.A.
212.493.0500
aileen.denne-bolton@bbh.com
 
Boston
Adrienne M. Penta
Vice President
Brown Brothers Harriman Trust Company, N.A.
617.772.6728
adrienne.penta@bbh.com
 
Charlotte
Brett D. Sovine
Senior Vice President
Brown Brothers Harriman Trust Company, N.A.
704.370.0500
brett.sovine@bbh.com
 
Chicago
Brett D. Sovine
Senior Vice President
Brown Brothers Harriman Trust Company, N.A.
312.781.7129
brett.sovine@bbh.com
 
Dallas
David C. Sharman
Vice President
Brown Brothers Harriman Trust Company of Texas
214.303.5621
dave.sharman@bbh.com
 
Sarah Heimbach
Vice President
Brown Brothers Harriman Trust Company of Texas
214.303.5623
sarah.heimbach@bbh.com
 

Philadelphia
William R. Levy
Senior Vice President
Brown Brothers Harriman Trust Company, N.A.
215.587.6311
bill.levy@bbh.com

 
Michelle J. Hong
Vice President
Brown Brothers Harriman Trust Company, N.A.
215.587.6314
michelle.hong@bbh.com
 

Cayman
Edward Devine
Senior Vice President
Brown Brothers Harriman Trust Company [Cayman] Limited
212.493.8842
edward.devine@bbh.com

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