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Insights

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

  • Annual Planning Checklist
    Planning & Strategic Advice

    Annual Planning Checklist

    By Strategic Advisory Team
  • CIO Perspectives Podcast: AI, Active Management, and the Evolution of Investment Edge with Jordan Wruble
    Asset Allocation

    CIO Perspectives Podcast: AI, Active Management, and the Evolution of Investment Edge with Jordan Wruble

    By Sidney Ahl Erika Pagel Jordan Wruble
  • Equity Beat: Executive Pay - How C-Suite It Is!
    Equities

    Equity Beat: Executive Pay - How C-Suite It Is!

    By Eric Gordon
Article Name
Planning & Strategic Advice
Strategic Advisory 2024 Outlook
Stuart Dorsett; Alice Paik; Georgina Guy
Article Name
Planning & Strategic Advice
This Present is Accounted For: An Overview of Low-Basis Gifting Strategies
Stuart Dorsett
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Planning & Strategic Advice
Mission Possible: Charting your Course with a Family Mission Statement
Stuart Dorsett

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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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