WEALTH MANAGEMENT
Brown Brothers Harriman’s ("BBH") Wealth Management practice provides investment management services to both domestic and international high-net worth individuals, endowments and foundations.
BBH relies on investment and relationship excellence. BBH aims to protect clients’ wealth, help it grow, and provide a service that embodies the principles of partnership that have been honed over almost two centuries. BBH is an owner-managed firm that treats both its clients’ and its own affairs with a long-term focus and the highest standards of integrity
Wealth management has been a core business at BBH for over 80 years. The firm oversees $38.2 billion in client assets as of December 31, 2009, including approximately $17.1 billion for individuals and their families. The practice focuses on the belief that clients’ wealth is sacred. Our goal is to preserve capital at all times while enhancing purchasing power over the longer term.
BBH’s Wealth Management practice is built around highly trained and experienced financial professionals who integrate a strong investment discipline with a culture of personal relationships and service excellence:
Relationship Managers tailor portfolios for each client through the integration of BBH’s analyses, asset allocation, investment management, wealth planning, and corporate advisory capabilities.
Wealth Planners provide trust and estate guidance and planning.
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BBH Trust Companies offer experienced leadership in fiduciary and tax services that are designed to protect family wealth and the welfare of future generations.
We invite you to learn more about our Wealth Management offering by contacting one of the offices listed at the right.
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