Smart Gifting: Leveraging Non-Portfolio Assets

October 28, 2024 Introducing our latest whitepaper “Smart Gifting: Leveraging Non-Portfolio Assets”. The paper discusses the upcoming 2026 reduction of the lifetime gift exemption and explores creative techniques for gifting assets outside of traditional investment portfolios, for those considering making gifts before the exemption sunsets. Go To Article

BBR In The Weeds — Family Continuity & Generational Well-Being

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)     […]

IMPACT Week 2024

June 2024 In May, we held our second iteration of IMPACT Week, where volunteers from BBR collaborated with 13 remarkable organizations across the US. This fantastic experience brought us closer together and showcased the incredible efforts of nonprofits in our communities. We extend our immense gratitude to: Animal Haven, BUILD Chicago, Cristo Rey Brooklyn High […]

Stephanie Gromek being honored by The Sadie Nash Leadership Project

May 30th, 2024 Our Managing Partner, Stephanie Gromek, will receive the Petticoat Award at the Sadie Nash Leadership Project’s ‘Evening of Joy and Liberation’ gala on June 5th, 2024. Sadie Nash provides training and community for the next generation of women and gender-expansive youth of color leaders through their award-winning summer and after school programs. […]

Pooled Family Investment Structures: Navigating the Maze

professional headshots of Gazelle Summe on the left and Matt Herman on the right

May 7th, 2024 Introducing our latest whitepaper “Pooled Family Investment Structures: Navigating the Maze”, which delves into the challenges and solutions surrounding family office structuring. The paper examines balancing simplicity and customization in managing assets and transferring wealth, and how strategic planning aids wealthy families in navigating this complexity. Go To Article

Streetwise Partners Spotlight

  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

March 20th, 2024   Stephanie Gromek, our Co-Managing Partner, chairs the Practice Management Initiative at the UHNW Institute. In this role, she recently authored the whitepaper “Human Capital Building Block – The Way Forward and the Talent Challenge” which showcases our value-forward approach to talent acquisition and retention, is now available on their website.   […]