Brown Brothers Harriman Enhances Wealth Planning Services
Brown Brothers Harriman & Co. (BBH) has taken a significant step in strengthening its Chicago presence by welcoming Kristina White as a Senior Wealth Planner. With years of experience as a Managing Director and Partner at McDermott Will & Emery, Kristina brings a wealth of expertise in sophisticated wealth planning.
Expertise in Wealth Transfer Planning
In her new role at BBH, Kristina will focus on assisting high net-worth individuals, families, and private business owners. Her deep knowledge in wealth transfer planning, trust and estate administration, and navigating gift and generation-skipping transfer tax issues will be instrumental in enhancing the firm’s client services.
Leadership's Vision for BBH
Fernando Soto, Managing Director and Head of the Chicago office, expressed excitement about Kristina's addition to the team. He mentioned that Kristina's expertise will be invaluable to both BBH and its clients in Chicago. The goal is to provide personalized solutions to the unique estate planning challenges faced by clients, ensuring their wealth strategies stem from their values and aspirations.
A Collaborative Approach to Estate Planning
Kristina White emphasized her enthusiasm about joining BBH, stating her intention to work closely with relationship managers and investment professionals. She aims to provide holistic advice to families and business owners, ensuring a seamless integration of strategies across different areas of wealth management.
About Brown Brothers Harriman
Established in 1818, Brown Brothers Harriman has a long-standing reputation for exceptional service in wealth stewardship. As a private partnership, the firm prioritizes client needs, ensuring that their clients' wealth is not only managed but also preserved across generations.
Today, BBH stands as a trusted advisor to private businesses, wealthy families, and sophisticated institutional investors. The firm offers comprehensive services, including multi-family office solutions, investment management, private equity, and corporate advisory and banking services.
Client-Centric Philosophy
Known for its high-integrity, client-first approach, BBH strives to exceed expectations by helping its clients achieve their unique definitions of success. The firm's commitment to collaboration encapsulates its mission of delivering tailored solutions that resonate with client objectives.
Frequently Asked Questions
What is the significance of Kristina White's hiring?
Kristina White's hiring enhances BBH's wealth planning capabilities, particularly for high net-worth individuals and families.
What services will Kristina White provide at BBH?
Kristina will focus on wealth transfer planning, trust and estate administration, and tax-related issues.
Who is Fernando Soto?
Fernando Soto is the Managing Director and Head of the Chicago office at Brown Brothers Harriman.
What is the history of Brown Brothers Harriman?
Brown Brothers Harriman was founded in 1818 and has a long tradition of stewarding client wealth effectively.
How does BBH define its client approach?
BBH emphasizes a collaborative, high-integrity, and client-first approach, striving to meet and exceed client expectations.
