2025 Top Independent High-Net Worth Advisors InvestmentNews’s 2025 ranking of the top independent high-net worth advisors BBR Partners has been recognized on InvestmentNews’s 2025 list of Top Independent High-Net-Worth Advisors. InvestmentNews is a source of analysis and insights for financial advisors and wealth-management professionals. The selection process is entirely merit-based, relying solely on objective, […]
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Jul
Jul
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 […]
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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 […]
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Mar
Mar
March 2025 We’re excited to share a special conversation featuring our Co-Founders, Brett Barth and Evan Roth, with Ted Seides of the Capital Allocators podcast. In this discussion, Brett and Evan reflect on BBR’s 25-year journey—exploring our core philosophy, values, and key experiences that shape the firm. They discuss the transition from a startup to […]
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Feb
Feb
February 2025 We are delighted to present the first BBR-To-Go of our 25th anniversary year, a lively conversation between our co-founder, Evan Roth and Cliff Asness, co-founder of AQR Capital Management. With over thirty years of friendship as a backdrop, Evan and Cliff share their perspectives on a range of relevant topics; portfolio risk and […]
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Jan
Jan
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 […]
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Jan
Jan
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 […]
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Dec
Dec
December 2024 In this season we are reminded of the rewards of uplifting and supporting one another. We are excited to continue our tradition of sharing a holiday video with you. This film highlights the students at Cristo Rey Brooklyn High School, an organization we are proud to partner with through our internship program. Their […]
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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 […]
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Oct
Oct
October 2024 We are very pleased to share the newest chapter of BBR In the Weeds: “Family Continuity & Generational Well-Being”, featuring Deanna Deutschman, Director of Portfolio & Wealth Advisory at BBR Partners, and Gregory T. Rogers, Founder & Managing Partner at RayLign LLC. Overview Go Deeper (Process & Additional Insights) […]