BBR Partners Hosts Teleconference on Firm’s Due Diligence Process

NEW YORK (February 11, 2009)

BBR Partners, the New York-based multi-family office founded in 2000, is holding an investment-focused teleconference for its clients on Wednesday. Brett Barth, co-Founder and Director of Investment Management, will lead callers through the firm’s manager due diligence and oversight process, a topic especially relevant to BBR’s high-net-worth clients after the crisis in the financial market.

Mr. Barth will also provide an overview of events in the markets in 2008, along with the firm’s investment policy and approach to asset allocation. The firm’s clients are also invited to submit questions both prior to and during the call. BBR holds several events each year, from teleconferences to symposiums and manager discussions, which are additional offerings only available to the firm’s clients.

 

About BBR Partners:

BBR Partners is a boutique wealth management firm providing investment advice and financial solutions to a select group of wealthy families. BBR’s core service is investment management, which is distinguished by a sophisticated approach to asset allocation and intensive manager due diligence. BBR Partners integrates cutting edge tax and trust and estate planning, which is key to ensuring the success of their clients’ investment strategies and the enhancement of wealth transfer goals. BBR services families with a minimum of $20 million in investable assets.