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Insights

Our latest thinking on capital markets, investment strategy and long-term planning.

  • Equity Beat: Playbook For Trump Trade 2.0?
    Equities

    Equity Beat: Playbook For Trump Trade 2.0?

    By Eric Gordon
  • CIO Perspectives Podcast: Election Reflections: Economic, Market and Policy Implications, A CIO Podcast Special
    Asset Allocation

    CIO Perspectives Podcast: Election Reflections: Economic, Market and Policy Implications, A CIO Podcast Special

    By Erika Pagel Sid Ahl
  • Annual Planning Checklist
    Planning & Strategic Advice

    Annual Planning Checklist

    By The Strategic Advisory Team
Article Name
Planning & Strategic Advice
Strategic Advisory 2024 Outlook
Stuart Dorsett; Alice S. Paik; Georgina Guy
Article Name
Planning & Strategic Advice
This Present is Accounted For: An Overview of Low-Basis Gifting Strategies
Stuart Dorsett
Article Name
Planning & Strategic Advice
Mission Possible: Charting your Course with a Family Mission Statement
Stuart Dorsett

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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. The firm’s clients—including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries—are served by over 900 colleagues worldwide, all of whom are equity owners of the firm.

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