Family Wealth Administration
Brown Advisory's strategic advisors handle a variety of family wealth management functions that take the burden of administrative details off your shoulders. In doing so, we coordinate closely with your other professional advisors (attorneys, accountants, etc.) as appropriate, to relieve you of the worry and inconvenience of record keeping, tax filings, and other similar administrative issues. Our family account administrators, who attend to the day-to-day issues that make your relationship with us run smoothly, are experienced and sensitive to your needs. Because of the exceptionally low ratio of clients to professionals at Brown Advisory, clients find that they receive the highest level of attention and service.
Among the services we provide are:
- Customized account reporting to meet the needs of each individual client, including comprehensive reports that consolidate all of your individual accounts into one report
- Specialized services to assist in tax planning and administration of outside investments
- Fiduciary tax compliance and oversight of tax return preparation and filing for trusts and private foundations
- Comprehensive compilation of tax information and coordination with clients' tax professionals