We integrate all aspects
of a client’s financial life.
Customized Investment Management
The power of knowing
deeply, and being
OUR ADDED VALUE
Not just what we do, it’s the way we do it.
We understand the requirements of wealthy individuals and families differ significantly from those of other investors. With deep consciousness of unique tax implications, tailored service and insight into family dynamics, BBR fosters an environment where families can thrive.
We work side by side with each client to gain a true understanding of their desires and motivations, developing intentional strategies that meet their needs.
Whether a client has inherited wealth or recently created it, our goal is to prepare and empower each family member according to their needs, across generations. Depending on interest, we will also design educational programs tailored to meet their knowledge level and preference.
With technology and teamwork, we collaborate to ensure clear and seamless communication in all aspects of our customized portfolio management.
BBR’s Client Administration Team alleviates administrative burdens, simplifying our clients’ lives. We manage portfolio details, execution and streamline information.