Access to a Life Abroad: Reasons and Strategies

February 20th, 2024 In today’s ever-evolving landscape, we have observed a growing trend within our network: an increasing number of individuals are exploring foreign residences and citizenships. In response to this emerging trend, BBR’s Michael Wolson partnered with Melvin Warshaw, Esq. and David Lesperance, J.D., of Lesperance & Associates, to explore the process for securing […]

Emerging Theme: Inverting Traditional Thinking

July 18th, 2023 In the continuous effort to expand our knowledge base and stay ahead of emerging topics, we are pleased to share our perspective on a growing theme in the long-term management of family wealth: capping or reducing wealth transfer. To explore the variety of reasons and solutions for this current phenomenon, BBR Partner […]

Introducing Multidimensional Impact at BBR Partners: Expanding Solutions for Client Families; Stephanie Diamond Joins the Team to Lead the Practice

Introducing Multidimensional Impact at BBR Partners: Expanding Solutions for Client Families; Stephanie Diamond Joins the Team to Lead the Practice NEW YORK, November 15, 2021–( BUSINESS WIRE)– BBR Partners a leading boutique wealth management firm serving wealthy families, announced they are expanding solutions for client families by introducing Multidimensional Impact. Stephanie Diamond, has joined the […]