2025 Strategic Planning Wealth Accumulation 
Brown Advisory
DECEMBER 1, 2023
This year, our letter will focus on some of our clients’ big-picture questions, such as: Have our priorities changed or shifted in ways that may alter our current strategic plans? A framework for this planning is contained in the chart below. How do I/we: help make our family’s relationships stronger and more resilient?
Brown Advisory
NOVEMBER 19, 2020
While financial plans should certainly play an important part in the discussions, it is often helpful to begin by focusing on issues of character, leadership, and stewardship, particularly when various family members bring to the table differing levels of experience and sophistication on all that is needed for a comprehensive planning dialogue.
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