Family Wealth, Intelligently Managed

BBR Partners is a boutique wealth management firm that seeks to grow and preserve wealth by designing customized investment programs for a select community of individuals and families.

BBR To-Go Ep 4

Customized Investment Management

Independent manager of managers with access to global investment talent
Multidisciplinary Wealth Advisory

Integrated approach for multigenerational wealth
Comprehensive Portfolio Administration
& Reporting

Transparent communication and streamlined execution

Integrated & Customized

We develop portfolios based on our proprietary asset allocation philosophy and each clients' circumstances; incorporating tax, wealth transfer, philanthropy and other considerations.

Meet Our People

Our team has a unique combination of investment and wealth management expertise.

Stay in the loop

The Latest

Perspectives and insights from our team

Family Wealth, Intelligently Managed

Customized Investment Management

Multidisciplinary Wealth Advisory

Comprehensive Portfolio Administration & Reporting

Integrated & Customized

Meet Our People

The Latest

Comprehensive Portfolio Administration
& Reporting