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Strategic Planning in Volatile Markets

Brown Advisory

In previous disruptive market periods—the 2008-09 global financial crisis, and the “dot-com” technology-driven downturn from 2000-2002—we used a proactive planning approach that helped many clients progress toward their wealth transfer, tax-efficiency and overall legacy planning goals. CHARITABLE PLANNING Charitable Giving.

article thumbnail

Strategic Planning in Volatile Markets

Brown Advisory

In previous disruptive market periods—the 2008-09 global financial crisis, and the “dot-com” technology-driven downturn from 2000-2002—we used a proactive planning approach that helped many clients progress toward their wealth transfer, tax-efficiency and overall legacy planning goals. CHARITABLE PLANNING.