Life is complicated. Like many people, you may wrestle with a long list of complex issues—some directly related to your investments, others less so—that greatly affect your future.
At Brown Advisory, we offer our clients proactive strategic advice to help them make sound investment decisions over the long term. We aim to be the first call our clients make when they need to ask someone, "What do you think I should do?"
Strategic Advice: A Broader Perspective On Investing
Making decisions about your assets in the pursuit of ambitious goals can be challenging. How you decide to structure your estate can have lasting impacts—not just on your portfolio results, but on your family relationships and the lessons passed to your children and grandchildren. How you decide to sell a business that took generations to build may affect hundreds or even thousands of employees who depend on you.
As your investment advisor, we want to help you make sound investment decisions. Our investment team includes experts in tax, trust and estate law, and other fields that help us provide you with guidance on a wide range of issues: how to best use trusts for spousal and wealth transfers to the next generation, how to factor sustainability into your portfolio, how to realize your philanthropic goals, and many others. Many planning techniques that are available to you are relatively complex, and we aim to provide you a clear understanding of your choices. We collaborate with your attorneys, accountants and outside advisors to coordinate the decisions that will best achieve your long-term goals.
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