PRIVATE PLACEMENT LIFE INSURANCE (PPLI) – A SOPHISTICATED TOOL TO ENHANCE FAMILY WEALTH PLANNING By Michael D. Darosa, Director of Portfolio & Wealth Advisory at BBR Partners, and Steven R. Katz, Partner and Director of Portfolio & Wealth Advisory at BBR Partners February 2026 __________________________________________________________________________________________ Wealthy families face a unique challenge: how to preserve and […]
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Jan
Jan
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 […]
29
Dec
Dec
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. […]
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May
May
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 […]
28
Oct
Oct
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 […]
08
May
May
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 […]
20
Mar
Mar
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 […]
20
Feb
Feb
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 […]
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Jul
Jul
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. […]
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Jan
Jan
June 12, 2020
The past few weeks have been a time for honesty and action. Last week, we shared the following message with our staff and now we do the same with you, our friends and colleagues: Our hearts go out to the families of Ahmaud Arbery, Breonna Taylor, George Floyd, and families of far too many other Black people that have been the victims of tragic, violent racist crimes. As leaders of BBR, we unequivocally condemn racism of any kind; overt, subtle, systemic or institutional.
BBR has never, nor would we ever, tolerate racist or biased behavior of any kind, but it is no longer enough to not be racist. We will continue to be an anti-racist organization proactively doing what we can to redress racial inequality.
We know we have work to do when it comes to diversity, equity, and inclusion at BBR. The more diverse we are as an organization, the better and stronger we will be, and we are dedicated to making that a reality. We are more committed than ever to ensuring that BBR is an inclusive place where everyone feels comfortable, supported, and can succeed.
We are not writing this just to highlight our awareness of and deep concern over this national problem, but rather to say that we as a firm will undertake the introspection and hard work necessary to challenge ourselves to do better and to be better.
As a small first step, the Partnership for NYC released an open letter calling for united efforts to achieve racial justice. It is signed by 191 of New York City’s top business leaders from all sectors of the economy. Evan Roth, on behalf of BBR has signed the Partnership for NYC letter.
We know this is just the start of an ongoing process and are holding ourselves accountable to concrete action.
Silence is not an option, but words are not enough.