We use cookies to give you the best possible experience on our website. By continuing to browse this site, you give consent for cookies to be used. For more details, please read our Cookie Policy. For instructions on how to disable or delete your cookies, read about how to Manage Cookies. Accept Cookies REGION: NORTH AMERICA MIDDLE EAST LATIN AMERICA & CARIBBEAN EUROPE ASIA PACIFIC AFRICA LANGUAGE: ENGLISH CLIENT LOGIN OUR FIRM CAREERS CONTACT US PRIVATE BANKING Trusted advisors to corporate and private clients INVESTMENT MANAGEMENT A disciplined, value-based investment culture INVESTOR SERVICES Solutions for asset gatherers and financial institutions INSIGHTS Our observations and insights on selected topics Home Insights InvestorView Q3 2018 InvestorView Q3 2018 July 26, 2018 | Subscribe to InvestorView In this edition of InvestorView, we look at the intersection of families, wealth and communication, provide an update on current market conditions and our portfolio, break down quality investing and discuss using philanthropy to pass down family values. In the feature article of this issue of InvestorView, Adrienne Penta, the executive director of the BBH Center for Women & Wealth, and Alison Hutchinson, a senior wealth planner, focus on the topic of families, wealth and communication, discussing the guiding principles that we believe help families create life-affirming, enduring, effective wealth plans. For a preview of the article, watch this video. Kerri Mast, a BBH senior wealth planner, covers a related topic: how families can use philanthropy to create a platform for teaching the next generation about family values. Also in this issue, we take a deep dive into what we mean when we talk about “quality” investing. As always, we review the markets and provide an update on our current portfolio positioning and priorities. Finally, Senior Wealth Planner Michelle Hong discusses upstream gifting, an increasingly popular estate planning technique following the recent tax legislation that involves making gifts up the family tree, rather than downstream. ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Compliance Notes: This publication is provided by Brown Brothers Harriman & Co. and its subsidiaries (“BBH”) to recipients, who are classified as Professional Clients or Eligible Counterparties if in the European Economic Area (“EEA”), solely for informational purposes. This does not constitute legal, tax or investment advice and is not intended as an offer to sell or a solicitation to buy securities or investment products. Any reference to tax matters is not intended to be used, and may not be used, for purposes of avoiding penalties under the U.S. Internal Revenue Code or for promotion, marketing or recommendation to third parties. This information has been obtained from sources believed to be reliable that are available upon request. This material does not comprise an offer of services. Any opinions expressed are subject to change without notice. Unauthorized use or distribution without the prior written permission of BBH is prohibited. This publication is approved for distribution in member states of the EEA by Brown Brothers Harriman Investor Services Limited, authorized and regulated by the Financial Conduct Authority (FCA). BBH is a service mark of Brown Brothers Harriman & Co., registered in the United States and other countries. © Brown Brothers Harriman & Co. 2018. All rights reserved. 2018. PB-02335-2018-07-13 Markets and Economy Managing Wealth Private Clients Article InvestorView Private Banking DOWNLOAD PDF Contact BBH Send us an email Recent BBH Insights PRESS RELEASE BBH Capital Partners Completes Recapitalization of 700 Valve Supply, LLC VIDEO InvestorView Q2 2019 with Scott Clemons VIDEO Cross Border Insights Video: Trends in UCITS regulation and distribution VIDEO Video Series: ETF 101 VIDEO Video: Highlights from BBH’s 2019 Global ETF Investor Survey VIDEO Ryan Sullivan talks ETFs on Bloomberg TV AUDIO Adrienne Penta on Bloomberg ARTICLE Adrienne Penta featured in Worth® Magazine ARTICLE Collective Investment Trusts: Entering the Mainstream ARTICLE 2019 Global ETF Investor Survey: Greater China Results Supplement Infographic Our Firm The Partnership Our Mission & Profile Diversity & Inclusion Philanthropy News Room Conferences & Events History Policies & Disclosures Contact Us Office Locations Email Us Careers Search for Jobs What We Look For Total Rewards Life at BBH Brown Brothers Harriman © 2019 Privacy Policy Cookie Policy Legal USA PATRIOT Act Important Statements & Disclosures Site Map BBH WebMail