United States Careers Contact Client Login OUR CLIENTS FUNDS & STRATEGIES PEOPLE FIRM SUSTAINABLE INVESTING THE ADVISORY Individuals & Families We advise a variety of inspiring families and individuals, including CEOs, philanthropists, entrepreneurs, political and civic leaders, scholars, athletes, artists and performers. Our work is often centered on a comprehensive relationship with families to serve, engage and connect members across generations. In other instances we work directly with just a single individual or family member—it is all a matter of preference. MANAGING YOUR INVESTMENTS When we serve as your overarching investment advisor, we seek to add value at every stage of the investment process. Listening and Learning We begin with a comprehensive assessment of your needs, to set a baseline for our recommendations. This is all about listening to you. We want to learn about your long-term goals, as well as your short-term needs and constraints. Beyond your tangible financial goals, we also seek to understand your desires for building a family legacy or making an impact through philanthropy or sustainable investing. We engage you on these topics frequently throughout our relationship, to make sure we are keeping up with your evolving circumstances. Every subsequent action we recommend flows from this discovery process. Building Your Plan Next, we build a fully customized plan that addresses your situation and goals. We emphasize balance in this process. We want our investment plans to pursue growth while also ensuring a stable foundation for your capital. Our plans tend to focus less on market benchmarks, and more on achieving goals and milestones that are relevant to you. One of the hallmarks of our approach is a “financial allocation” that precedes portfolio construction. Importantly, we focus on ensuring that you always have an ample pool of liquidity available to meet your short-term needs, so that you will rarely if ever feel the need or the urge to interrupt longer-term investments. Additionally, we seek to supplement your core investment portfolio with opportunistic investments over time—these allow us to help clients take advantage of dislocations in capital markets. Constructing Your Portfolio Your dedicated portfolio management team will tailor your portfolio specifically for you. Your team is backed by Brown Advisory’s powerful investment engine, which arms them with in-depth asset allocation research, in-house equity and fixed income research, and a carefully scrutinized and curated set of outside investment managers spanning core, alternative and private asset classes. ROLE OF STRATEGIC ADVISORY The firm’s strategic advisory group is positioned well to assess when a client, or a potential client, needs family office services. This grows from, and is a function of, the intimate relationship that develops among specific clients and their strategic advisory team, and where strategic advisors identify creative solutions to organize our clients’ complex financial and personal lives. The strategic advisors direct and leading roles in the firm’s most complex client relationships also allow them to identify other client relationships throughout the firm where family office needs may be appropriate. HOW WE CAN HELP We “package” our portfolio management, client service and strategic advisory offerings as a bespoke family office, which is tailored to the family needs. The colleagues who are tasked to the particular client then comprise the “family office". This offers the gravitas of a family office without unnecessary infrastructure beyond what we currently provide clients. Fiduciary Services Trust & Estate: Advisory, Administration Income, Tax & Cash Flow Planning Retirement Specialized Planning Lending Personal Risk & Insurance Executive Compensation Art & Collectibles Investment Solutions Asset Allocation Open Architecture Manager Research Equity, Fixed Income & Alternative Investments Generational Advisory Education Business & Family Succession Planning for Life Events Coaching Information Management Comprehensive Reporting: Transactions, Asset, Charitable Giving Document & Data Storage Start a Conversation Please submit the form to begin a conversation about how Brown Advisory might advise you on the next step in your investment journey. Douglas Godine, CFA Head of Private Client Business Development 410-537-5585 FIRST NAME LAST NAME EMAIL PHONE WHAT WOULD YOU LIKE TO DISCUSS? Contact Preference PHONE EMAIL SUBMIT Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service with offices in Austin, Baltimore, Boston, the Carolinas, Delaware, London, New York, San Francisco, Singapore, Virginia and Washington, D.C. The firm’s institutional and private clients are based in 50 states and more than 44 countries and territories and are served by over 800 colleagues worldwide, all of whom are equity owners of the firm. Footer Touchpoint LinkedIn Twitter Facebook Youtube SECURITY DISCLOSURES (UNITED STATES) DISCLOSURES (INTERNATIONAL) ©2021 Brown Advisory Incorporated | All Rights Reserved