Brown Advisory

APRIL 20, 2022

To help meet this return objective, we find that our clients’ investment portfolios are becoming increasingly complex as a result of their reliance on private equity, real estate and other less liquid “alternatives” to sustain their growth objectives and, ultimately, their charitable objectives. Good preparation is key to a successful audit.

Investment Advisor 52

Investment Advisor Investing Investments Nonprofit 52

Brown Advisory

NOVEMBER 1, 2019

Market conditions may be volatile, but our planning efforts are, as always, focused on stability and consistency. Market volatility may also have moved portfolio holdings of certain asset classes outside of desired ranges, which may require the trimming of appreciated positions. The December 2016 7520 rate of 1.8%

Planning 52

Planning Taxes Clients Estate Planning 52

The Big Picture

FEBRUARY 7, 2023

You know, they hired this guy, Mike Carpenter, you know, from McKinsey to be the M&A guy and you know, just create a strategic planning department just to do deals. It was like 13 out of 13 in the GE portfolio. And so Goldman’s valuation is around, you know, 110, $120 billion; and Morgan Stanley’s is around 170.

Engineering 254

Engineering Banking Management Numbers 254