Strategic Advisors deal comprehensively with income and tax planning, cash-flow planning, trust and estate advisory, retirement planning, lending advisory, trustee services, family business transfer, pre-liquidity planning, generational asset transfer, handling specialty assets, insurance advisory, philanthropic advice, and family office services. At Brown Advisory, the Strategic Advisory team serves as Brown Advisory’s thought-leaders for long-term strategic planning for clients and collaborates with Private Client Portfolio Managers to develop and execute plans for individuals and families on a wide range of issues, often in coordination with clients’ outside advisors.