BBH Multi-Family Office

Overview

BBH Multi-Family Office serves families, business owners, and institutions.³ BBH also identifies ultra-high-net-worth families, executives, foundations, and families navigating a major liquidity event as potential users of multi-family office services.³ Brown Brothers Harriman & Co. serves clients from 18 locations across North America, Europe, and Asia.⁴ New York is the firm’s global headquarters, and its first New York office opened in 1825.⁵

BBH says its Multi-Family Office helps families grow and sustain wealth while navigating complexity.² Its stated mission includes preserving and growing capital, developing and communicating a long-term wealth plan, and simplifying daily wealth-management demands.²

History

Brown Brothers Harriman & Co. was founded in 1818.⁶ BBH describes itself as privately owned and managed, operating without outside shareholders.⁶ The firm says its partnership approach puts clients first and focuses on long-term relationships.⁶

BBH says it is in its 14th generation of leadership.⁷ The firm reports 39 Partners and 63 Principals who are owner-managers and actively involved in client relationships.⁷ BBH identifies Capital Partners and Investor Services as its two focused business lines.⁸ Capital Partners includes multi-family office services, investment management, private equity, corporate advisory, and banking.⁸

Timeline

1. 1818was founded in 1818.
2. 1825New York is the firm’s global headquarters, and its first New York office opened in 1825.

Leadership

William B. Tyree is identified as BBH’s Managing Partner.⁷ BBH announced that Kevin W. Stone is scheduled to become Managing Partner on January 1, 2027, succeeding William B. Tyree.⁹

Daniel Arciola is listed as Principal and President of Brown Brothers Harriman Trust Company of Delaware N.A., with Multi-Family Office and Trust Services specialties.¹⁰ Kathryn George is listed as a Partner in the New York City Multi-Family Office and Center for Family Business.¹¹ Melineh Ounanian is listed as Managing Director and Chief Fiduciary Officer, with Multi-Family Office and Trust Services specialties.¹¹ Kyle Sloan is listed as Managing Director and Relationship Manager in the New York City Multi-Family Office.¹¹

Services

BBH lists disciplined investing, values-based wealth planning, trust and estate services, philanthropic strategy, family communication and engagement, family-office solutions, and corporate advisory and banking as capabilities.²

Its Wealth Management service uses a long-term, fundamentals-driven investment approach intended to protect and grow wealth across generations.² Trust Services include fiduciary and executor services.² Values-Based Wealth Planning aligns wealth with clients’ goals, values, and vision.² Family Office Advisory provides guidance for operational and personal dimensions of wealth.² Philanthropic Advisory supports designing and evolving a giving approach.²

BBH lists Next Generation Experience as a service providing resources and mentorship for rising family members.² Its Center for Women & Wealth is an investment, planning, and giving platform for women.² Private Client Lending provides customized credit solutions, including secured loans and lines of credit.²

BBH also describes practical family-office support that can include expanded portfolio management and strategy support, outsourced CFO services, cash-flow oversight, entity administration, consolidated reporting, and customized next-generation education.³

What the firm offers

• Investment management
• Financial planning
• Trust and fiduciary
• Philanthropy
• Family governance and education
• Administration and bill pay
• Business owner services

Client focus

BBH identifies families, business owners, and institutions as intended Multi-Family Office clients.³ Its educational materials also identify ultra-high-net-worth families, executives, foundations, and families navigating a major liquidity event as potential users.³

Investment philosophy and approach

The firm describes Wealth Management as a long-term, fundamentals-driven investment approach intended to protect and grow wealth across generations.² BBH says its partnership model emphasizes putting clients first and building long-term relationships.⁶

FAQs

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Sources

1. SEC Investment Adviser Public Disclosure (accessed 2026-10-23).
2. BBH Multi-Family Office (accessed 2026-10-23).
3. What Is a Multi-Family Office? (published 2026-07-31; accessed 2026-10-23).
4. BBH Office Locations (accessed 2026-10-23).
5. BBH New York City Office (accessed 2026-10-23).
6. Our Story (accessed 2026-10-23).
7. Our Partnership (accessed 2026-10-23).
8. BBH News and Business Lines (accessed 2026-10-23).
9. Managing Partner Succession Announcement (published 2026-09-17; accessed 2026-10-23).
10. BBH Partnership Team (accessed 2026-10-23).
11. BBH Team, Multi-Family Office (accessed 2026-10-23).

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.