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 […]
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. […]
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 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 […]
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 […]
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
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 […]
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 […]
January 2024 The latest edition of BBR To-Go, Episode 9, gives a look behind the scenes to what creates and upholds a culture of simplifying complexity at BBR. It is the first of three chapters showcasing our Operations Teams. We know that our greatest assets are our people, and these teams deliver on that promise […]
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 […]