Brown Advisory

DECEMBER 4, 2017

2017 Year-End Planning Letter. Mon, 12/04/2017 - 13:10. The outcome of the tax reform debate is likely to impact how we advise clients on tax planning, estate planning and a host of other topics. We are closing 2017 with nearly the same stance as last year. Spotlights for Prudent Planning in 2017.

Planning 52

Planning Taxes Clients Tax Planning 52

Sara Grillo

APRIL 10, 2023

The idea centered on the concepts of simplicity, keeping total investment costs and taxes extremely low and developing a custom investment plan for each client using low-cost asset class and index funds. They love to travel, bake, and swim.

Investments 52

Investments Investing CFP Financial Advisor 52

Brown Advisory

FEBRUARY 13, 2017

Uniting Around a Legacy: Generational Wealth Transfer achen Mon, 02/13/2017 - 14:02 Young investors face a critical set of decision points in their early years of independence. Our next priority was to ensure Sharon’s estate plan was in place and up to date. Identify the values you prioritize.

Clients 52

Clients Planning Portfolio Education 52

Brown Advisory

FEBRUARY 13, 2017

Mon, 02/13/2017 - 14:02. Our next priority was to ensure Sharon’s estate plan was in place and up to date. We have found that an incremental approach, with an emphasis on comfortable starting points, is an excellent way for families to begin building a sustainable investment plan that addresses their full range of goals.

Clients 52

Clients Planning Portfolio Education 52

Brown Advisory

NOVEMBER 19, 2020

This may include outlining important values, philanthropic goals, next-generation education, wealth transfer planning, and sustainable and impact investing objectives. Revisit estate planning and charitable structures. Create confidence in one’s investment plan by developing a comprehensive financial plan.

Planning 52

Planning Taxes Clients Assets 52