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Insights

Our latest thinking on capital markets, investment strategy and long-term planning.

  • Looking Through the Noise in Health Care
    Equities

    Looking Through the Noise in Health Care

    By Brown Advisory
  • From Builder To Investor: A Post-Sale Planning Paradigm For Business Owners
    Planning & Strategic Advice

    From Builder To Investor: A Post-Sale Planning Paradigm For Business Owners

    By Georgina Guy Freya Marks Stuart Dorsett Alice Paik
  • Beyond the Headlines: Structural Risks and Opportunities in 2026
    Fixed Income

    Beyond the Headlines: Structural Risks and Opportunities in 2026

    By Chris Diaz Lisa Fillingame Abraham Ryan Myerberg Colby Stilson
Article Name
Planning & Strategic Advice
From Builder To Investor: A Post-Sale Planning Paradigm For Business Owners
By Georgina Guy Freya Marks Stuart Dorsett Alice Paik

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Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The firm’s clients—including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries—are served by over 1,000 colleagues worldwide, all of whom are equity owners of the firm.

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