Brown Advisory

NOVEMBER 5, 2021

In others, it can be an opportunity for a family to align their financial lives with the values and priorities that are motivating them right now, leading to a clear plan of action for 2022. Formulating a plan to take the first incremental steps and assessing regularly are critical.

Planning 52

Planning Tax Planning Taxes Clients 52

Brown Advisory

NOVEMBER 1, 2019

Because that sunset doesn’t occur until the end of 2025—six years from now—some clients may not feel an urgency to engage in significant planning right now, but there are a variety of planning actions related to the new tax law that merit attention in the near term, and in some cases before the end of the calendar year.

Planning 52

Planning Taxes Clients Estate Planning 52

Brown Advisory

APRIL 1, 2020

Strategic Planning in Volatile Markets ajackson Wed, 04/01/2020 - 09:31 Our conversations with clients usually cover topics that range beyond investment and financial affairs. We are working to help you take those steps forward.

Strategic Planning 52

Strategic Planning Planning Marketing Marketing 52

Brown Advisory

APRIL 1, 2020

Strategic Planning in Volatile Markets. We believe that the current environment offers a number of strategic planning opportunities to improve your financial plan, enhance wealth transfers to heirs or charities, minimize the impact of income taxes and broadly help you advance your progress toward long-term goals.

Strategic Planning 52

Strategic Planning Planning Marketing Marketing 52

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?

Planning 52

Planning Strategic Planning Taxes Clients 52

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.

Planning 52

Planning Taxes Clients Assets 52