BREAKING UP IS HARD TO DO: HOW TO CHANGE YOUR TAX RESIDENCY FROM NEW YORK by Tim Noonan, Partner at Hodgson Russ with Benjamin Metzger, Partner and Director of Portfolio & Wealth Advisory at BBR Partners January 2026 As interest in changing tax residency from New York continues to grow, we’ve partnered with attorney and […]

BBR Partners Announces 2026 New Partners January 2026 We are pleased to announce the elevation of Brad Bernard, Jordan Karen, and Gillian Minardi, to Partner at BBR, effective January 1, 2026. Each embodies the values, purpose, and culture that have defined our firm for more than 25 years – the BBR difference. Brad joined BBR […]

A REFLECTION ON 25 YEARS by Brett Barth, Evan Roth, Stephanie Gromek, Todd Whitenack, and BBR Partners  December 2025 Reaching a quarter century is an opportune time to take stock and clearly examine the path taken, with all its twists and turns. This feels especially fitting for a firm built with a long-term time horizon. […]

July 2025 BBR Partners is pleased to announce the relocation and expansion of its San Francisco office to 255 California Street, Suite 500. This move marks a significant milestone in the firm’s continued growth on the West Coast and reflects its ongoing commitment to clients, employees, and the broader community. The new office was thoughtfully […]

July 2025 We’re proud to share the latest episode of the Capital Allocators Podcast: “Friends Reunion 3: Five Allocators Riff on Investing”, featuring our Co-Founder Brett Barth, Host Ted Seides, Meredith Jenkins (Trinity Wall Street), Jon Harris (AIM), and Casey Whalen (Lazard Wealth). This candid and insightful conversation is shaped by years of shared experience […]

TYING THE KNOT WITHOUT TYING UP FAMILY WEALTH by Julia A. Panchot, BBR Partners & Adria S. Hillman, Attorney at Law, P.C May 2025 When a member of one of our client families gets engaged, we are often asked about the need for a prenuptial agreement, especially when most of his or her assets are […]

We are delighted to share that Stephanie Diamond, our Director of Wealth Management Solutions & Strategic Philanthropy, has been featured in episode 38 of the Purposeful Planning Institute podcast. At BBR, Stephanie oversees wealth management solutions for clients, with a specialization in philanthropy, advising clients on how to achieve impact across the issues they care […]

This year, as BBR proudly celebrates 25 years of excellence, we are thrilled to announce the promotion of two exceptional colleagues, Liz Cillo and Nicholas Squires, to Partner. Their dedication, vision, and leadership exemplify the BBR difference—the unique element that has defined us for a quarter of a century: our people. Liz and Nicholas have […]

SMART GIFTING: LEVERAGING NON-PORTFOLIO ASSETS by Steven R. Katz, JD, LLM, CPA, BBR Partners Dylan T. Stroud, CFP®, BBR Partners Ritesh G. Patel, JD, LLM, Cohen Pollock Merlin Turner October 28, 2024 In our experience working with high-net-worth families, we often find there is reluctance to having conversations around gift and estate tax planning. By […]

May 30th, 2024 Our Managing Partner, Stephanie Gromek, will receive the Petticoat Award at the Sadie Nash Leadership Project’s ‘Evening of Joy and Liberation’ gala on June 5th, 2024. Sadie Nash provides training and community for the next generation of women and gender-expansive youth of color leaders through their award-winning summer and after school programs. […]