Ranked #18 in Financial Advisor’s “2023 RIA Ranking” — July 2023

Consolidation Crunch Hits Rate Reality FA‘s 2023 RIA Ranking   BBR Partners was ranked #18 in Financial Advisor’s “2023 RIA Ranking”. Financial Advisor is a monthly financial services magazine which delivers market information for financial advisors. To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statement […]

Emerging Theme: Inverting Traditional Thinking

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 and Co-Head of […]

BBR In the Weeds: Founders and Entrepreneurs

April 25th, 2023 We are pleased to share the newest chapter of BBR In The Weeds. It delves into planning strategies and techniques of specific benefit to founders and entrepreneurs. Featuring Ryan Preston, Partner, Director of Portfolio & Wealth Advisory and Michael Arlein, Partner at Patterson Belknap Webb & Tyler, LLP. Founders and entrepreneurs have unique needs. […]

BBR Donates to World Central Kitchen

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.

Atalanta x BBR

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. […]

Investing, In a Less Connected World

November 2022 We are pleased to share our perspective on deglobalization from Brett Barth (Co-CEO), Todd Whitenack (Co-Managing Partner), and Sophie Holt (Vice President of Investment Research). Investing in a Less Connected World Persistent Crises Test Globalization Over recent years, a number of developments have exposed the vulnerabilities of global integration; COVID, US-China tension, Russia’s […]