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.   […]

Access to a Life Abroad: Reasons and Strategies

February 20th, 2024 In today’s ever-evolving landscape, we have observed a growing trend within our network: an increasing number of individuals are exploring foreign residences and citizenships. In response to this emerging trend, BBR’s Michael Wolson partnered with Melvin Warshaw, Esq. and David Lesperance, J.D., of Lesperance & Associates, to explore the process for securing […]

BBR Featured in CNN Article – “Best Financial Advisors”

January 10, 2024 BBR Partners was featured in CNN’s “Best Financial Advisors”. Their list of best financial advisor firms was derived from the Securities and Exchange Commission’s database of registered investment adviser Form ADV filings. They first screened for RIAs that have their main office in the United States, total assets under management of at […]

Happy Holidays from BBR Partners!

December 2023 In trying times, community becomes especially important. In this season we are lifted up by supporting one another. We believe the BBR difference is our people. We hope this year’s video lends meaning and a bit of joviality to that statement. We wish you happy holidays and a joyful New Year!