HIDDEN IN PLAIN SIGHT: CONCENTRATED STOCK RISK From Wealth Creation to Wealth Protection By: Stacy Hendler, Director of Portfolio & Wealth Advisory; Robert Pierce, Portfolio Strategist; Gazelle Summe, Director of Portfolio & Wealth Advisory July 2026 __________________________________________________________________________________________ For families whose wealth derives from a single concentrated stock, the story is often a familiar one: a […]

THE FOCUS FACTOR: A SMARTER WAY TO GIVE By Stephanie M. Diamond, Director of Strategic Philanthropy at BBR Partners June 2026 __________________________________________________________________________________________ For many of our donors and families, philanthropy is both deeply personal and increasingly complex. Giving spans multiple causes, vehicles (donor-advised funds, private foundations, trusts, LLCs), and a steady stream of requests from […]

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 […]

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 […]

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. […]

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 […]

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 […]

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 […]

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 […]