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2023 Year-End Planning Letter: Reflections and Perspectives

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? What does this “great wealth transfer” mean for our clients and their descendants? pass on core principles?

Planning 52
Planning Strategic Planning Taxes Clients 52
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2020 Year-End Planning Letter

Brown Advisory

NOVEMBER 19, 2020

A helpful tool in organizing these family discussions is the development of a family mission statement and strategic plan that start with the purpose of preserving and growing their family capital. Revisit estate planning and charitable structures. Do these documents fully incorporate the client’s charitable intentions?

Planning 52
Planning Taxes Clients Assets 52
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