POOLED FAMILY INVESTMENT STRUCTURES: NAVIGATING THE MAZE By Gazelle Summe and Matt Herman May 7th, 2024 More clients are finding that family office structuring is like navigating a maze with ever-changing rules. The Tax Cuts and Jobs Act of 2017, specifically the complexities around the deductibility of investment expenses, has led many wealthy families to […]

  April 10th, 2024 This global volunteer month, we are very proud that our ongoing commitment with StreetWise Partners is featured in their “Partner Spotlight”. StreetWise advances economic equity by connecting underrepresented talent to mentorship and career opportunities. BBR is honored to create positive impact alongside this worthy organization.     Streetwise Partner Spotlight: BBR […]

PRACTICE MANAGEMENT: HUMAN CAPITAL BUILDING BLOCK- THE WAY FORWARD AND THE TALENT CHALLENGE written for the UHNW Institute by Stephanie Gromek, Managing Partner at BBR Partners and Chair of the Practice Management Initiative, The UHNW Institute Stephanie Gromek, our Co-Managing Partner, chairs the Practice Management Initiative at the UHNW Institute. In this role, she recently […]

ACCESS TO LIFE ABROAD: REASONS AND STRATEGIES By Melvin A. Warsjaw, Esq., David Lesperance, J.D., Lesperance & Associates and Michael Wolson, BBR Partners February 20th, 2024 As the world becomes increasingly interconnected, embracing the concept of a foreign residence or citizenship can be instrumental in harnessing a range of global opportunities. In response to this […]

January 1, 2024 VIEW ARTICLE >

Atalanta NYC Rings the Nasdaq Stock Market Closing Bell Atalanta NYC, a nonprofit that employs professional female runners who serve as mentors for young high school athletes in underserved parts of the city, visits the Nasdaq MarketSite in Times Square. In honor of the occasion, Mary Cain, Founder, rings the Closing Bell. We take immense […]

HOW MUCH IS TOO MUCH GROWTH?  by Sean R. Apgar & Christen K. Douglas  July 18th, 2023 For advisors to families of substantial means, maximizing the amount of wealth transferred to succeeding generations is normally a top priority.  It may seem counter intuitive, but we have observed an increase in themes that challenge this mindset.   […]

    We are thrilled to share that two exceptional colleagues, Nicole Davis and Justin Molinaro, have been promoted to Partner at BBR. The BBR difference, that special quality which continues to set us apart, is our people. We are excited to welcome them to the partnership and look forward to their continued impact on […]

December 2022 We are committed to supporting extraordinary organizations. This holiday season once again, we are supporting World Central Kitchen, an incredible global organization focused on providing meals in response to humanitarian, climate, and community crises.

December 2022 IMPACT@BBR is proud to support women and girls’ athletic achievements, professional success and overall well-being through a partnership with Atalanta NYC. Atalanta was founded in 2021 by world class runner Mary Cain. We hope you enjoy and are inspired by a short video which highlights Atalanta’s unique story, and BBR’s important role in it. […]