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Insights

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

  • The Digital Dimension of Individuals and Families: A Governance Framework
    Planning & Strategic Advice

    The Digital Dimension of Individuals and Families: A Governance Framework

    By Caroline Sacks Ariel Fortunato Lucas Fisher
  • A Case for Staying Invested: The Voting Machine
    Asset Allocation, Equities

    A Case for Staying Invested: The Voting Machine

    By Paul Chew
  • Episode 2: Bias, Process and Better Investment Decisions – featuring Nick Kirrage
    Thinking Aloud, Equities

    Episode 2: Bias, Process and Better Investment Decisions – featuring Nick Kirrage

    By Maud Bridel Nick Kirrage
Article Name
Planning & Strategic Advice
The Digital Dimension of Individuals and Families: A Governance Framework
Caroline Sacks, J.D., LLM; Ariel Fortunato, CFP®, CTFA; Lucas Fisher

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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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