Wealth Management Home > Trust Company Services > Financial Planning
 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

 Articles Archive
Position Papers
Planning Tips
Wealth Planning Handbook
Alternative Investments
Wealth Management Quarterly
Trust & Tax Notes Quarterly
TRUST COMPANY SERVICES
Financial Planning

The Trust Companies' senior officers, many of whom are experienced tax attorneys, together with our Client Tax Services Department, are able to assist our clients with all aspects of their financial planning, including:

For more information, 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
 
Aileen C. Denne-Bolton
Senior Vice President
Brown Brothers Harriman Trust Company, N.A.
212.493.6837
aileen.denne-bolton@bbh.com
 
Charlotte
Brett D. Sovine
Regional Trust Head
Brown Brothers Harriman Trust Company, N.A.44
704.370.0500
brett.sovine@bbh.com
 
Chicago
Lauren Wolven
Regional Trust Head
Brown Brothers Harriman Trust Company, N.A.
312.781.7129
lauren.wolven@bbh.com
 
Dallas
David C. Sharman
Regional Trust Head
Brown Brothers Harriman Trust Company of Texas
214.303.5621
dave.sharman@bbh.com
 
Sarah Heimbach
Assistant Vice President
Brown Brothers Harriman Trust Company of Texas
214.303.5623
sarah.heimbach@bbh.com
 

Palm Beach
Gabriela Mostafavi
Vice President
Brown Brothers Harriman Trust Company, N.A.
561.515.0626
gabriela.mostafavi@bbh.com

 

Philadelphia
William R. Levy
Regional Trust Head
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
Brown Brothers Harriman Trust Company [Cayman] Limited
212.493.8842
edward.devine@bbh.com

Trust Services
Institutional Trust Services
Charitable Foundation Services
Client Tax Services
Escrow Arrangements
Estate Planning
Financial Planning
Individual Retirement Planning
Philanthropic Planning
Retirement Trusts
Trust and Estate Administration
Donor-Advised Fund Program
Wealth Management Services

Other BBH Services
Global Custody
Corporate Finance
Institutional Asset Mgmt.
Banking

Legal Information
Disclosure Document
Preventing Internet Fraud