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2023 Year-End Planning Letter: Reflections and Perspectives

Brown Advisory

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? Frequently, they are as interested in passing on their core values and creating a shared vision as they are in maximizing wealth transfers.

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2020 Year-End Planning Letter

Brown Advisory

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.