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) […]
26
Sep
Sep
2024 Top 100 RIA Firms Barron’s 2024 ranking of the nation’s top 100 RIA Firms BBR Partners was ranked #20 in Barron’s “Top 100 RIA Firms”. Barron’s is a weekly magazine/newspaper published by Dow Jones & Company, a division of News Corp. It is a leading source of financial news. In order to qualify for […]
28
Jun
Jun
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 […]
11
Jun
Jun
June 2024 We are excited to share Chapter Three of the BBR To-Go Operations story: “A Culture of Simplifying Complexity”. This video features our Client Onboarding and Data Solutions teams and goes deeper into our approach to create peace of mind for our clients. Thank you for being a part of this journey with us. […]
30
May
May
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. […]
08
May
May
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 […]
10
Apr
Apr
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 […]
22
Mar
Mar
March 2024 We are excited to share Chapter Two of the BBR To-Go Operations story: “A Culture of Simplifying Complexity”. This segment offers a closer look at the specific functions of the group and highlights the depth of talent at all levels of our firm. Watch Part I
20
Mar
Mar
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 […]
20
Feb
Feb
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 […]