Brown Brothers Harriman

About Brown Brothers Harriman

Brown Brothers Harriman traces its origins to 1818 and remains a private partnership based in New York, one of the few in American banking. Its Private Banking business advises business owners and families on investments, trusts and estates, and the sale or succession of a family company, drawing on the firm's investment management capabilities.

Known For

• Private partnership structure, with partners carrying unlimited liability
• Advice to owners of private and family businesses, including succession and sale
• Trust and estate services alongside investment management
• Offices across the United States and in international financial centres

Typical Mandate

BBH's private banking clients are frequently entrepreneurs and multigenerational families whose wealth is still tied to an operating business. A relationship often begins around a decision: preparing the company for sale, bringing in the next generation, or reorganising family trusts. The firm then manages the resulting liquid wealth and coordinates estate planning with outside counsel.

How to Engage

Introductions usually come from lawyers, accountants and existing clients, and the firm can be contacted through its website. A first meeting is with a relationship partner or managing director in Private Banking. Families should expect discussion of the business, ownership structure and planning objectives before investment questions.

Frequently Asked Questions