The words “strategic advisor” have a very important meaning to us. We have long recognized that clients in complex circumstances need—and deserve—creative and sensible advice on a wide array of investment-related issues, including tax planning, asset structuring and protection, generational transfers and charitable giving.
We work to put ourselves in our client’s shoes, understand their thoughts, goals and concerns, and then assemble a team to think strategically and work proactively on their behalf. Rather than offering off-the-shelf products, we seek customized solutions.
There is no set course. We encourage each client to engage in the process at any level he or she sees fit. Our commitment is simple. We ensure each client receives thoughtful, innovative “advice” designed to complement first-rate investment performance.
Family Office
Executives
Foundations
Trust Services
Brown Advisory offers families of substantial wealth a full array of investment and related services including asset management, selecting and overseeing other investment advisors, maintaining detailed records of investment performance and cash flows, preparation of fiduciary tax returns, etc.
We coordinate closely with your other professional advisors (attorneys, accountants, etc.) to make sure your relationship with us complements your outside services in the most sensitive, efficient manner. Our family account administrators are experienced and committed to forging lasting, multi-generational relationships based on integrity, performance and trust. Our exceptionally low client-to-professional ratio ensures each client receives the highest level of individualized attention and service.
The Brown Difference:
- Ability to serve as advisor, decision maker or facilitator
- Provide creative, yet practical, strategic advice
- Tax Planning
- Estate Planning
- Charitable Giving
- Customized investment reports that consolidate all individual accounts
- Oversight and evaluation of outside investments
- Fiduciary tax compliance and tax return preparation and filing for trusts and private foundations
The transition from active executive to passive investor can create many challenges for CEO’s. With the experience of advising well over 100 current or former CEOs or business owners, we appreciate and understand the unique perspective that former executives bring to the investment management process. We gear our approach around flexibility and customization, which encourages executives to engage in the process at whatever level they prefer.
The Brown Difference:
- We work closely with a select number of individuals whose circumstances are similarly rooted in entrepreneurial or executive success
- We can provide informal networks with “peers” to facilitate the exchange of knowledge, experience and investment ideas
- We devise a long-term strategic plan that includes personal planning, asset concentration, philanthropy, and generational wealth transfer
- Dependable, customized reporting
We offer foundations an uncommon range of capabilities. For private family foundations, we can provide a full complement of investment services, receive grant requests, disperse gifts and prepare tax returns. For larger foundations and endowments, we can manage all or part of the portfolio and provide ancillary advice on various specific issues, including defining the foundation’s core mission, sharing thoughts on asset allocation, addressing liquidity needs, etc. We ensure our services are complementary to, not competitive with, our clients’ other advisors.
The Brown Difference:
- The firm has built a dedicated infrastructure to advise on and manage complex or illiquid assets, such as real estate and privately owned businesses
- Our Strategic Advisory capability is flexible, comprehensive, and available to all of our foundation clients
- Total confidentiality is central to everything we do
Brown Advisory was originally organized and chartered as a Maryland Trust Company. Approximately one-third of our assets under management are held in trust. Our strategic advisory and administrative professionals have extensive experience with trusts and related instruments and are thoroughly prepared to address any and all trust issues.
The Brown Difference:
- Comprehensive trust administration services
- Fiduciary tax return preparation
- Principal and income accounting
- Management of trust distributions
- Corporate trusteeship and fiduciary capabilities
- We can perform the role as trustee for individual trusts
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