Our Services

An integrated offering.

We work collaboratively to develop a holistic investment management plan and portfolio that reflect the individual needs of each client.

Broad Services, Focused Perspective

BBR Partners offers an independent, sophisticated approach to investment management. We provide the resources, expertise and perspective to streamline complex financial situations into effective, efficient solutions. Our offering is deep and diverse to allow us to address all aspects of a client’s financial life, from trust and estate planning to tax planning, from insurance planning to philanthropy. We act as each client’s chief financial officer, providing a full suite of investment services, including:

 

 

  • Customized asset allocations based on our proprietary strategy 
  • Access to an extensive array of managers
  • Intensive due diligence and ongoing monitoring for identified managers
  • Favorable terms and fees by leveraging client buying power
  • Incorporation and monitoring of existing managers, liquid and illiquid investments
  • Management of single stock and concentrated positions
  • Incorporation of tax and trust and estate planning
  • Enhancement of philanthropic strategies
  • Comprehensive education program for multiple generations
  • Coordination and guidance on trust administration, financing and insurance
  • Collaboration with outside advisors, including attorneys and accountants
  • Consolidated reporting on all assets
  • Seamless execution